What Happens After a Lead Submits a Form?

So a new lead just filled out your form. Great. But what actually happens next? Jumpalead handles the process behind the scenes so you never have to chase or guess. Here’s exactly what happens and how you can make the most of it.

Step 1: The Lead Lands in Your CRM

The moment a lead submits a form through:

A Facebook or Instagram ad
A landing page
A Jumpalead campaign

Their details flow straight into your Contacts area in Jumpalead.

Tip: There’s no need for spreadsheets or manual entry. It’s instant and automatic.

Step 2: Smart Triggers Fire

Based on your automation settings, Jumpalead can instantly:

Send a confirmation email or welcome message
Notify you or your team via email or SMS
Add the lead to a nurture sequence
Assign the lead to a pipeline stage

This all happens in the background without you doing anything.

Step 3: View Lead Activity

Inside the contact’s profile, you can see:

When and how they submitted the form
Which campaign or ad they came from
Any tags or custom fields captured
Their full interaction history going forward

It works like a timeline of their entire journey with your business.

Step 4: You Take Action (Or Let Automations Work)

From here, you can:

Manually follow up with a call, text, or email
Send a booking link or schedule an appointment
Add them to a custom campaign
Move them through your pipeline

If you have workflows set up, Jumpalead can also handle the follow-up automatically.

Step 5: Track Performance

To check how well your form is working, go to your Marketing Dashboard or Campaign Analytics to:

Monitor submission rates
See where your leads are coming from
Track follow-up and conversion results

Pro Tips

Customise your automations in the Workflow Builder to fit your process
Tag leads based on which form they came through for easier segmentation
Always test your forms and workflows before launching a campaign

The Journey at a Glance

Lead submits the form ✅
Info flows into Jumpalead CRM 🗃️
Automated workflows trigger 🛎️
You get notified or take action 📲
Performance is tracked automatically 📊

👉 With Jumpalead, every form submission turns into a managed, trackable lead without the hassle.