Send smart, personalized welcome emails to any JotForm lead
This workflow intelligently qualifies new JotForm leads and sends the perfect welcome email every time. It detects whether a lead is using a business or personal email address and tailors the outreach accordingly—either with deep company research for B2B leads or a warm, direct welcome for B2C leads.
Who's it for?
- Businesses with mixed audiences: Companies that serve both business clients and individual users.
- Sales & Marketing Teams: To automate lead qualification and send context-aware first-touch emails.
- Founders & Solopreneurs: To ensure every new lead gets a relevant, personalized welcome without manual effort.
How it works
- Trigger: The workflow starts on a new JotForm submission.
- Filter: It checks if the lead's email is a work email (e.g.,
[[email protected]](/cdn-cgi/l/email-protection)) or a personal one (e.g., [[email protected]](/cdn-cgi/l/email-protection)).
- Path A (Work Email): The workflow researches the company using Perplexity AI and then uses OpenAI to draft a deeply personalized email referencing company-specific details.
- Path B (Personal Email): The workflow skips the research and uses OpenAI to draft a warm, friendly, but more general welcome email.
- Send: The appropriate, context-aware email is sent to the new lead via Gmail.
How to set up
- JotForm: Connect your JotForm credentials and choose your lead capture form. Important: Your form must contain fields with the exact names
name and email. You can add other fields for more context (e.g., company_size).
- Credentials: Connect your Perplexity AI, OpenAI, and Gmail accounts.
- Activate Workflow: Turn the workflow on.
Requirements
How to customize the workflow
- Filter Logic: Add more personal email domains (e.g.,
icloud.com) to the list in the Check if Email is Work or Personal node to improve filtering.
- Prompts: Customize the prompts in both the AI Agent nodes to match your brand's voice and tone.
