How to Set Up Lead Capture Forms & Auto-Email Workflows (No Code)

In today’s fast-paced digital world, businesses can’t afford to miss a single lead. But setting up lead capture forms and automated follow-up emails doesn’t have to involve code, developers, or complex tools. Whether you’re running a startup or managing CRM operations for a large team, no-code solutions can streamline your lead generation and engagement.

In this post, I will walk you through a simple, no-code setup using tools like Typeform, MailerLite, and Zapier (or Make.com) — with options for integrating with Salesforce or any CRM you prefer.

🔧 Step 1: Create a No-Code Lead Capture Form

There are several form builders that require no coding and integrate with CRMs or automation tools.

Popular no-code form builders:

• Typeform (modern & interactive)
• Jotform (great templates)
• Paperform
• Tally.so (free & Notion-style)

✅ Recommendation: Typeform is visually appealing and integrates easily with most CRMs and email tools.

Steps to set up:

1. Sign up on Typeform.
2. Choose a lead generation template.
3. Customize fields (e.g., name, email, product interest).
4. Embed the form on your website or share via link.

🔁 Step 2: Automate the Workflow (Send to CRM or Email Tool)

Once the form is live, you want the data to flow somewhere — your CRM or email automation platform.

📦 Option A: Use Zapier or Make.com

These platforms connect your form to tools like Salesforce, MailerLite, Notion, Google Sheets, and more.

Example:

• Trigger: New Typeform submission
• Action: Create Lead in Salesforce (or Airtable, HubSpot, etc.)

✉️ Step 3: Send an Automated Follow-Up Email (No Code)

Now, let’s automatically email your new lead. You can use:

• MailerLite (easy + free tier)
• ConvertKit
• GetResponse

Steps:

1. Create an email automation sequence in MailerLite.
2. Design a “Thank you for signing up” email.
3. Use your integration (via Zapier or Make) to trigger it upon new form submission.

🧠 Pro Tip: Include the lead’s name or interest (from the form) using merge fields for a personalized touch.

🔐 Step 4 (Optional): Add GDPR-Compliant Consent Checkbox

Make sure your form includes:

• ✅ Opt-in checkbox
• ✅ Link to privacy policy

All the tools mentioned allow adding these fields easily.

🚀 Example Use Case: Salesforce Consultant Landing Page

Imagine you run a landing page offering a free CRM audit:

• Use Typeform to collect name, email, and CRM used.
• Send data to Salesforce or Notion via Zapier.
• Automatically email them your audit process using MailerLite.

All done without writing a single line of code.