Sales / 01 of 10
Application Form Flows
Push all opt-ins from your lead magnets, funnels, and Skool communities through a sequence that engages your setters, sends iMessage campaigns via SendBlue, and subscribes them to your newsletters.
How it runs
Opt-in
Funnel, lead magnet or Skool
Step 01
Single intake webhook
Step 02
Find or create the lead in CRM
Router
Existing lead or new lead
Parallel — 3 jobs
- Notify the setter
- Fire the iMessage sequence
- Subscribe to the newsletter
Step 03
Log all to the reporting store
What it is
One intake pipe that every opt-in flows through, dedupes against the CRM, and fans out into setter alerts, message sequences and list subscription.
You need this if leads arrive from three sources into three different places, somebody reconciles them by hand, and duplicates get worked twice.
Speed-to-first-touch decides whether an application becomes a call, and right now it's set by whoever notices first.
If you're already getting good volume, this stops volume from being the thing that breaks the process.
The actual build
What it does for you
Every lead lands in one place with one record
so nobody works a duplicate and nothing arrives unnoticed.
Setters get pinged the moment an application lands
which collapses speed-to-first-touch to minutes.
Adding a new lead source becomes a config change rather than a rebuild
so marketing can test channels without asking ops.
Built and running
STAXX
Dylan HendricksonLivebeing able to capture those leads coming into the funnel, into the CRM, certain automations in the CRM based on where they're at… where it's assigning the right closer to the lead.
Funnel-to-CRM automation was one of the two things he named as mattering most: Between January and February 2025 the business doubled, and the team went from Dylan taking every call to a full sales team, ~25 → ~70 clients
Want this one built into your business?
Thirty minutes, no deck. We map what you run today and tell you what it would take.