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Description
This workflow automates lead collection from WordPress Elementor Forms, stores form submissions in an Excel/Google Sheet CRM, sends emails to both admin and the customer, and also performs recurring promotional email campaigns.
Ideal for anyone using:
Elementor Pro Form Widget
Elementor-based WordPress websites
Webhook-enabled contact forms
This system replaces multiple plugins and services (Mailchimp, CRM plugins) with a simple, fully automated workflow.
🌐 What This Template Does
🟦 1. Captures Elementor Form Submissions
The workflow starts with a Webhook Trigger connected to your Elementor form’s “Webhook” action.
It collects:
Name
Email
WhatsApp number
Budget
Project details
Any custom field from Elementor
🟩 2. Saves Each Lead to Excel / Google Sheets
Using the Sheets/Excel node, every form submission is stored as a new row in your CRM sheet.
This helps you maintain:
Lead database
Contact history
Budget details
Customer inquiry info
🟧 3. Sends Notification Email to the Website Owner
A Gmail node sends a fully formatted email to the site admin with all submission details.
Useful for:
Quick follow-up
Lead tracking
Team notifications
🟨 4. Sends Auto-Reply Email to Customer
A thank-you / confirmation email is automatically sent to the customer who submitted the Elementor form.
This creates:
Professional communication
Instant acknowledgment
Trust and credibility
🟫 5. Updates Excel Sheet with Email Status
After sending each email (admin & customer), an update is written back to the Excel sheet:
“Owner Mail Sent: YES”
“Customer Mail Sent: YES”
or error logs if needed.
This allows full auditability.
🟣 6. Scheduled Marketing Email Campaigns
A Schedule Trigger (daily/weekly/monthly) runs your promotional email batch.
It:
Reads email list from your Excel/Sheet
Loops through each row
Sends email using Gmail node
Logs “Campaign Email Sent” for each contact
This gives you a built-in email marketing engine using your CRM sheet as a source.
🟤 7. Loop + Gmail Email Sender
The workflow loops over each row and sends individual emails instead of bulk mailing.
Benefits:
Higher inbox delivery
Less spam detection
Personalized messaging
🛠️ Use Cases
Elementor Pro Form submissions
WordPress business or agency website
Auto CRM creation in Excel/Google Sheets
Auto-responses for submitted forms
Monthly email campaigns
Lead database + tracking
Replace Mailchimp or CRM plugins
🚀 Features
100% No-code
Works with Elementor Pro Webhook
Easy to customize
Full automation chain
Reliable email notifications
Marketing-ready system
📝 Tags
#wordpress #elementor #form #automation #webhook #excel #googlesheets
#crm #leadmanagement #emailautomation #gmail #marketing #promotion
#autoresponder #webflow #website #automation