Trigger

Field Value
Trigger Form Submitted
Filter Form is Lumière Contact Form

Step 1: Tag - New Lead

Field Value
Action Add Tag
Action Name Tag - New Lead
Tag new-lead-lumiere

Step 2: Remove DND - Email

Field Value
Action Enable/Disable DND
Action Name Remove DND - Email
DND Direction Outbound
DND Disable DND for specific channels
Channel Email

Step 3: Update Patient Status - New Lead

Field Value
Action Update Contact Field
Action Name Update Patient Status - New Lead
Field Patient Status
Value New Lead

Step 4: Create New Inquiry Opportunity

Field Value
Action Create or Update Opportunity
Action Name Create New Inquiry Opportunity
Pipeline Lumière Patient Pipeline
Stage New Inquiry
Opportunity Name
Opportunity Value 49
Status Open
Allow Duplicate Opportunities ON
Allow Move to Previous Stage Off

Step 5: Notify Staff - Lead Inquiry

Field Value
Action Send Internal Notification
Action Name Notify Staff - Lead Inquiry
Type of Notification Email
From Name Lumière Med Spa
From Email [email protected]
To User Type Particular User(s)
User Anika Patel, Sophia Reyes, Camille Torres, Lauren Mitchell
Subject Lead Inquiry - {{contact.first_name}}

Email HTML

Step 6: Inquiry Type Branch

Field Value
Action If Else
Action Name Inquiry Type Branch
Branch 1 Name Hydrating Facial
Branch 1 Condition Inquiry Type is Hydrating Facial
Branch 2 Name Brightening Treatment
Branch 2 Condition Inquiry Type is Brightening Treatment
Branch 3 Name Skin Assessment and Intro Peel
Branch 3 Condition Inquiry Type is Skin Assessment and Intro Peel
Branch 4 Name Wants to Know More
Branch 4 Condition Inquiry Type is Wants to Know More About the $49 Offer
Branch 5 Name Has a Skin Question
Branch 5 Condition Inquiry Type is Has a Question About Skin Concern
Branch 6 Name Just Exploring
Branch 6 Condition Inquiry Type is Just Exploring
Branch 7 Name Others
Branch 7 Condition Inquiry Type is Others
None Branch Leave as is