Create Workflows with Forms

Add forms to your website and make every submission count. Instead of ending up in an inbox, each contact form can trigger a workflow inside your SaaS. Eliminate lost leads, manual copy-paste, and disconnected third-party tools.

With Embed Workflow, users can build automated contact form workflows that capture leads, send follow-ups, and update systems in real time. You define the triggers, actions, and permissions, too.

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Contact Form Workflows: Automated, Embedded, and Branded

When someone fills out a contact form, the real work starts. Do they get a confirmation? Is the right team notified?
Does the lead make it into your CRM? Too often, this process is manual, slow, and error-prone.

Contact form workflows from Embed Workflow let you embed a no-code automation builder directly into your SaaS product, so customers can design what
happens after every form submission. Plus, it’s white-label and fully branded as part of your platform.

Instant Lead Capture and Follow-Up

Every form submission can trigger action the moment it arrives. Instead of sitting in an inbox, leads are acknowledged instantly, routed to the right place, and followed up without delay.

Auto-send personalized confirmation emails
Push new contacts into your CRM or ticketing system
Trigger Slack notifications so no inquiry is missed

No Manual Data Entry

Stop wasting time on repetitive tasks. With automated data mapping, form submissions go directly into the right systems, keeping everything accurate and up to date without human error.

Eliminate inbox copy-paste
Map form fields directly into customer records
Keep marketing, sales, and support systems updated in real time.

Templates for Common Form Workflows

Your customers don’t have to start from scratch. Provide ready-to-use templates for the most common contact form workflows and let teams customize them to fit their needs.

Create pre-built templates for lead capture, support requests, and follow-ups
Users can clone, edit, and version workflows to match their processes
Full control over which templates are shared or kept private

Role-Based Access and Permissions

Form submissions touch multiple teams, but not everyone should be able to change how they’re handled. Embed Workflow gives you role-based access so only admins can edit global form workflows, while other team members can run and adapt them safely. Every update is logged, so you always know who changed what and when.

Role-based access to restrict who can edit global templates
Staff can run and personalize workflows without breaking standards
Audit logs track every change for full accountability

Match Your Brand Colors and Style

Give your users automation without showing them another vendor’s brand. With Embed Workflow, the builder looks and feels like a native part of your SaaS, so customers stay inside your ecosystem.

Fully branded interface matches your product design
Seamless user experience without external logins
You control how features are exposed to different user groups
Customize HTML, CSS, JavaScript, and more

Learn more about our white-label workflow builder.

How It Works

Set up our white-label workflow software in only a few minutes.

1. Seamless integration

It runs in your UI, under your brand, on your site. Users stay inside your app instead of jumping to external tools.

2. Embed our app with one line of code

Add our workflow builder to your application with a single line of code.

3. Set the available options

Define the actions and triggers your users can access in their workflow automations.

4. Let your users automate!

Your users can create workflows directly in your application by connecting pre-configured actions.

5. Monitor performance

Track workflow executions, performance metrics, and error logs across all users.

Questions? We’re here to help.

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FAQs

What are contact form workflows?

Contact form workflows are automated processes that run after someone submits a form on your website or inside your SaaS product. Instead of just receiving an email, the workflow can send a confirmation, update your CRM, notify your team, or create follow-up tasks automatically.

Why use contact form workflows instead of a simple form app like Google Forms?

Form apps capture data but often leave the follow-up manual. Contact form workflows ensure every submission is routed, acknowledged, and tracked, reducing lost leads and manual copy-paste. For SaaS vendors, embedding workflows provides a seamless, native experience inside their product.

How do embedded contact form workflows work?

With Embed Workflow, you can place a no-code workflow builder inside your SaaS. Your users create automations around their forms, choosing triggers, actions, and templates, while you control permissions, branding, and which workflows are available.

What are common examples of contact form workflows?

Typical examples include:

Sales inquiries → create a lead in CRM, notify rep, send follow-up email.
Support requests → create a ticket, route to correct agent, update customer.
Partnership requests → tag in CRM and notify partnerships team.

Can I send automatic emails after form submissions?

Yes. Contact form workflows can send personalized confirmation emails instantly after a form is submitted, ensuring leads are acknowledged right away.

What’s the difference between Zapier and embedded contact form workflows?

Zapier connects external apps, but workflows live outside your SaaS. Embedded contact form workflows keep everything inside your product, with full branding, role-based permissions, and template control.

Read our full guide to Embed Workflow vs. Zapier.

**Your users can build exactly what they want.**

From CRMs to marketplaces to internal tools, Embed Workflow adapts to your frontend and disappears into your brand. The editor fits your UI, your logic, and your users’ expectations.