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Send a follow-up email via Gmail to each new carrot lead capture

Each time a form on your carrot site captures a lead, this workflow sends that person a follow-up email from your Gmail account, written by you, so every seller or buyer hears back after they enquire.

carrot Gmail

2 steps Setup ~5 min Used on 2.4k sites Free to import

The Send a follow-up email via Gmail to each new carrot lead capture workflow on the FlowMattic canvas, with 2 steps across carrot, Gmail
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Someone who fills in a form on a carrot real estate site is waiting to hear back, and a reply that comes from a real inbox reads better than a system notice. Writing that first email by hand for every lead is easy to put off on a busy day. This workflow sends it for you as soon as the lead is captured.

The carrot trigger fires when a new lead is captured through a form submission. FlowMattic passes the lead's details to Gmail, where the Send Email step sends a message from the account you connect. You map the lead's email address as the recipient and write the subject and body, adding any lead details you want, such as their first name.

Every captured lead gets the same message, with only the mapped details changing. A person who submits two forms receives two emails, since the template doesn't check for repeats. Replies land in your Gmail inbox, and each send is listed in Task History.

Cash-offer request follow-up

A homeowner asks for an offer on your carrot site and gets an email from you confirming you received the property details and explaining what happens next.

Buyer list sign-ups

People who join your buyer list through a carrot form get a short welcome note from your own address asking what kind of property they want.

Out-of-hours enquiries

Leads that come in overnight or at weekends still get a written reply from your inbox, and you call them when you are back.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    carrot Lead Capture

    Fires when a form on your carrot site captures a new lead. The details the lead entered are passed to the Gmail step for mapping.

  2. Step 2Action
    Gmail Send Email

    Sends your follow-up from the Gmail account you link. Map the lead's email address as the recipient, then write the subject and message, adding lead details where you want them.

What you need

  • FlowMatticCore
  • carrot AccountAccount
  • Gmail AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

  • Add a Delay before the Gmail step, for example 10 minutes, so the email feels less like an automatic reply.
  • If your carrot site has separate seller and buyer forms, add a Router after the trigger with a route per form, each with its own Gmail step and message.
  • Capture a test lead on your carrot site after import, then build the email from the fields FlowMattic received and send it to yourself first.

Questions about this workflow

Does the carrot follow-up come from my own Gmail address?

Yes. The Send Email step uses the Gmail account you connect on import, so leads see your address and their replies go straight to that inbox.

What if a carrot lead leaves no email address?

Gmail has no one to send to, so that run fails at the Gmail step and Task History shows the error. A Filter that checks the email isn't empty avoids those runs.

Can I send different emails to sellers and buyers?

Not as imported, since every lead gets the same message. Add a Router with a condition on a form field, such as which form was used, and give each route its own email.

Import this workflow into your WordPress site

Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.

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