Automate WordPress Elementor lead management with Excel CRM & email campaigns

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