Using BOMA's Zapier integration to automate a Lead Form completion email (email delayed by one day)

If you wish to send an email to someone who has filled out your lead form, but delay that email for a day before it sends, you can do so with a delayed action Zap.

Lets start with sending your lead form to Zapier. Navigate to the Lead forms menu, and click on the lead form you would like to connect to Zapier. Once completed, click on the settings submenu, and then click the check box "Send contacts to Zapier."

Now in Zapier, start creating the Zap. Give it a name, for example “Lead form send delayed email 1 day”

For the Trigger, select BOMA (1.1.0).

For the trigger event, Choose “Fetch Contacts From BOMA”

You’ll have to sign into your BOMA account.

Once completed, click on test and continue.

To add an Action field, Click the delay button " + " at the bottom trigger box. After, select the delay option, in the bottom right of the Action Box.

To Delay for 1 day:

In the Choose app & event section, click the Action Event dropdown menu and select Delay For.
Click Continue.
In the Time Delayed For (value) field, enter the amount of time (in numbers) the Zap should delay for before it moves on to the next step. You can either enter a fixed number or use a number field from a previous step. For our example, use 1.
Click the Time Delayed For (unit) dropdown menu and select a unit of time. In our example, choose “days”.

Once completed click on continue. You will then be able to click on test and continue.

Next, we want to send an email to our new prospect one day after they’ve filled out our form. You will need to set up the email action. Start by clicking the " + " button.

For the trigger event, choose the app you wish to use, eg. Gmail, or Outlook.

You will have to sign into the email domain, to connect the application ( if you have not already done so).

You will now need to fill out the Action form and required fields.

This includes choosing the "To" field. You can click into the field, and then select the "Fetch Contacts from BOMA" option, which will allow you to select fields associated with the contact, for example Email, First name, Last name etc.

You can paste in your email body text in plain or HTML format. If you choose HTML, you will need to include all formatting using HTML, for example:

Thank you for choosing us!

We have noted your interest in our services and would love to hear back from you. What time suits you for a phone call this week to discuss your project?

We are available on: NUMBER email@email.com

Once all fields have been completed, you will see a Test action appear.

Test and Review your action, or simply skip and publish the Zap.

It should like something like this:

Feel free to reach out to support@bomamarketing.com for more information.