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Lead Intelligence · Growth

Fast-track leads with an urgent buying timeline

A Branch checks the stated purchase timeline; urgent leads trigger an SMS to sales, others enter a standard nurture.

JotformJotform BranchBranch TwilioTwilio FluentCRMFluentCRM
~8 min setup used by 2.8k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Jotform → Branch → Twilio
5 steps
Jotform
TRIGGER
Jotform · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Jotform, capturing its data for the steps below.
Branch
LOGIC
Branch · Buying this month?
The Branch evaluates "Buying this month?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
Twilio
ACTION
Twilio · Send SMS
On the Yes path (condition met) — Twilio — send SMS to a number using Twilio. Data is mapped from earlier steps; connect your Twilio account on import.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the Yes path (condition met) — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
FluentCRM
ACTION
FluentCRM · Add Note to Contact
On the No path (otherwise) — FluentCRM — adds a note to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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