One membership lead, from form to follow-up

One membership lead, from form to follow-up A sequence diagram generated by Archify. fills the form submit, with lead_region trigger, wait 1 min look up form and region owner, alert type write lead_region; owner if blank trigger, wait 2 min look up alert type type and region email owner and fixed list trigger, listed forms only look up region region email 1 now, 5 within 7 days Set owner Alert the team Nurture Visitor · fills the form · Sequence participant Visitor fills the form Page embed · passes the region · Sequence participant Page embed passes the region HubSpot · form and contact · Sequence participant HubSpot form and contact Assign Owner · workflow · Sequence participant Assign Owner workflow HubDB table · form, region, owner · Sequence participant HubDB table form, region, owner Internal Alert · workflow · Sequence participant Internal Alert workflow Nurture · workflow · Sequence participant Nurture workflow Legend request return async trace default message

Verified

  • • Hidden region is written to the contact with the submission
  • • Table lookup resolves the region from a real submission
  • • Every submission passes a value, so stale values are overwritten

Not yet verified

  • • A live run on real pages and traffic
  • • Whether the 1 and 2 minute waits are long enough
  • • Alert and marketing emails have never actually been sent

Design trade-offs

  • • Three workflows each query the same table; none waits on another
  • • Nurture email wording cannot live in a table, so region branches remain