⭠ all tutorials

Segmenting prospects for sales funnels

Become a Pro member to access all content

240+ instructional videos led by professionals
Weekly expert workshops and replays
1-1 consultation with the Makerpad team
Over $50k in discounts for tools
Private peer community
Profile for tracking progress and sharing your work
Yearly pricing
$249/year
Start your 7 day free trial*
Get PRO Yearly
Lifetime pricing
$600billed once
Start your 7 day free trial*
Get PRO Lifetime

This tutorial will show you how to set up separate paths and outcomes depending on a user input (without having to make several Zaps in Zapier.)

The example I run through is a Social Media Ads company offering 3 tiers. The higher the tier, the higher the priority to get on a call to close the prospect. I build different workflows for each tier involving automatic Slack messages, email forwarding and SMS notifications.

Carrd

Firstly set up a simple page on Carrd to allow potential customers to enquire. I won't go into detail here because the integrations are what we are focusing on.

Here the form element is Custom and links to Zapier. Carrd gives instructions on how to set up your Action in Zapier - Webhook.

Here is the Zapier set up for the webhook:

Back to Carrd. In the form, one of the elements I've added a dropdown where you can put custom options. As shown in the screenshot.

This is how the site will work for a user:

Simply enter Name, email, phone number and select budget.

Now we want to segment these prospect based on the budget they have. The higher the budget, the shorter we want the time to contact them to talk about working together.

Add a helper step as your action - Path.

We are going to have 3 different paths (one for each budget). In the Path rules we are going to have the rules for A to trigger when Budget exactly matches what we have in the dropdown "Up to $10,000"

When that triggers, we want to send a Slack message.

This will now send a Direct Message in Slack to a specific user. In the message text you can add text and add the text from the data within the message, as shown below. The message will be posted like this:

Look alive! "Users Name" is looking for Social Media Ads Management with a budget of "Budget value". Contact "Their email" to get more details.

Now on to Path B. This will trigger when the dropdown value Budget is "$10,000 to $30,000"

I've added a Slack message the same as Path A, but also we want another alert. This time, an email sent to an assistant to get a call added to the calendar.

In this email, we can add To, Subject and body fields. The body will include the Slack message from the previous action and also a link to the Thread in Slack.

Adding a third path, Path C. This will trigger when the Budget equals "$30,000 plus"

This time the budget is very big so we want a SMS alert immediately.

Here we send a text which pulls in the relevant data and the phone number.

The results

When Julie enters her details for the up to $10,000 budget (using my email as an example), a Slack message gets sent with the details.

When Tim enters his details for the $10,000 to $30,000 budget (using my email as an example), a Slack message gets sent with the details PLUS an email gets sent to an assistant to follow up and arrange a call.

Ben enquired about the $30,000 budget so it's a top priority to get on a call to close this deal. A SMS gets sent immediately with the details and phone number (currently blurred out) which you can tap to call the prospect straight away.

Access this tutorial for free

This tutorial will show you how to set up separate paths and outcomes depending on a user input (without having to make several Zaps in Zapier.)

The example I run through is a Social Media Ads company offering 3 tiers. The higher the tier, the higher the priority to get on a call to close the prospect. I build different workflows for each tier involving automatic Slack messages, email forwarding and SMS notifications.

Carrd

Firstly set up a simple page on Carrd to allow potential customers to enquire. I won't go into detail here because the integrations are what we are focusing on.

Here the form element is Custom and links to Zapier. Carrd gives instructions on how to set up your Action in Zapier - Webhook.

Here is the Zapier set up for the webhook:

Back to Carrd. In the form, one of the elements I've added a dropdown where you can put custom options. As shown in the screenshot.

This is how the site will work for a user:

Simply enter Name, email, phone number and select budget.

Now we want to segment these prospect based on the budget they have. The higher the budget, the shorter we want the time to contact them to talk about working together.

Add a helper step as your action - Path.

We are going to have 3 different paths (one for each budget). In the Path rules we are going to have the rules for A to trigger when Budget exactly matches what we have in the dropdown "Up to $10,000"

When that triggers, we want to send a Slack message.

This will now send a Direct Message in Slack to a specific user. In the message text you can add text and add the text from the data within the message, as shown below. The message will be posted like this:

Look alive! "Users Name" is looking for Social Media Ads Management with a budget of "Budget value". Contact "Their email" to get more details.

Now on to Path B. This will trigger when the dropdown value Budget is "$10,000 to $30,000"

I've added a Slack message the same as Path A, but also we want another alert. This time, an email sent to an assistant to get a call added to the calendar.

In this email, we can add To, Subject and body fields. The body will include the Slack message from the previous action and also a link to the Thread in Slack.

Adding a third path, Path C. This will trigger when the Budget equals "$30,000 plus"

This time the budget is very big so we want a SMS alert immediately.

Here we send a text which pulls in the relevant data and the phone number.

The results

When Julie enters her details for the up to $10,000 budget (using my email as an example), a Slack message gets sent with the details.

When Tim enters his details for the $10,000 to $30,000 budget (using my email as an example), a Slack message gets sent with the details PLUS an email gets sent to an assistant to follow up and arrange a call.

Ben enquired about the $30,000 budget so it's a top priority to get on a call to close this deal. A SMS gets sent immediately with the details and phone number (currently blurred out) which you can tap to call the prospect straight away.

Become a Pro member to access all content

240+ instructional videos led by professionals
Weekly expert workshops and replays
1-1 consultation with the Makerpad team
Over $50k in discounts for tools
Private peer community
Profile for tracking progress and sharing your work
Yearly pricing
$249/year
Start your 7 day free trial*
Get PRO Yearly
Lifetime pricing
$600billed once
Start your 7 day free trial*
Get PRO Lifetime

This tutorial will show you how to set up separate paths and outcomes depending on a user input (without having to make several Zaps in Zapier.)

The example I run through is a Social Media Ads company offering 3 tiers. The higher the tier, the higher the priority to get on a call to close the prospect. I build different workflows for each tier involving automatic Slack messages, email forwarding and SMS notifications.

Carrd

Firstly set up a simple page on Carrd to allow potential customers to enquire. I won't go into detail here because the integrations are what we are focusing on.

Here the form element is Custom and links to Zapier. Carrd gives instructions on how to set up your Action in Zapier - Webhook.

Here is the Zapier set up for the webhook:

Back to Carrd. In the form, one of the elements I've added a dropdown where you can put custom options. As shown in the screenshot.

This is how the site will work for a user:

Simply enter Name, email, phone number and select budget.

Now we want to segment these prospect based on the budget they have. The higher the budget, the shorter we want the time to contact them to talk about working together.

Add a helper step as your action - Path.

We are going to have 3 different paths (one for each budget). In the Path rules we are going to have the rules for A to trigger when Budget exactly matches what we have in the dropdown "Up to $10,000"

When that triggers, we want to send a Slack message.

This will now send a Direct Message in Slack to a specific user. In the message text you can add text and add the text from the data within the message, as shown below. The message will be posted like this:

Look alive! "Users Name" is looking for Social Media Ads Management with a budget of "Budget value". Contact "Their email" to get more details.

Now on to Path B. This will trigger when the dropdown value Budget is "$10,000 to $30,000"

I've added a Slack message the same as Path A, but also we want another alert. This time, an email sent to an assistant to get a call added to the calendar.

In this email, we can add To, Subject and body fields. The body will include the Slack message from the previous action and also a link to the Thread in Slack.

Adding a third path, Path C. This will trigger when the Budget equals "$30,000 plus"

This time the budget is very big so we want a SMS alert immediately.

Here we send a text which pulls in the relevant data and the phone number.

The results

When Julie enters her details for the up to $10,000 budget (using my email as an example), a Slack message gets sent with the details.

When Tim enters his details for the $10,000 to $30,000 budget (using my email as an example), a Slack message gets sent with the details PLUS an email gets sent to an assistant to follow up and arrange a call.

Ben enquired about the $30,000 budget so it's a top priority to get on a call to close this deal. A SMS gets sent immediately with the details and phone number (currently blurred out) which you can tap to call the prospect straight away.

This tutorial will show you how to set up separate paths and outcomes depending on a user input (without having to make several Zaps in Zapier.)

The example I run through is a Social Media Ads company offering 3 tiers. The higher the tier, the higher the priority to get on a call to close the prospect. I build different workflows for each tier involving automatic Slack messages, email forwarding and SMS notifications.

Carrd

Firstly set up a simple page on Carrd to allow potential customers to enquire. I won't go into detail here because the integrations are what we are focusing on.

Here the form element is Custom and links to Zapier. Carrd gives instructions on how to set up your Action in Zapier - Webhook.

Here is the Zapier set up for the webhook:

Back to Carrd. In the form, one of the elements I've added a dropdown where you can put custom options. As shown in the screenshot.

This is how the site will work for a user:

Simply enter Name, email, phone number and select budget.

Now we want to segment these prospect based on the budget they have. The higher the budget, the shorter we want the time to contact them to talk about working together.

Add a helper step as your action - Path.

We are going to have 3 different paths (one for each budget). In the Path rules we are going to have the rules for A to trigger when Budget exactly matches what we have in the dropdown "Up to $10,000"

When that triggers, we want to send a Slack message.

This will now send a Direct Message in Slack to a specific user. In the message text you can add text and add the text from the data within the message, as shown below. The message will be posted like this:

Look alive! "Users Name" is looking for Social Media Ads Management with a budget of "Budget value". Contact "Their email" to get more details.

Now on to Path B. This will trigger when the dropdown value Budget is "$10,000 to $30,000"

I've added a Slack message the same as Path A, but also we want another alert. This time, an email sent to an assistant to get a call added to the calendar.

In this email, we can add To, Subject and body fields. The body will include the Slack message from the previous action and also a link to the Thread in Slack.

Adding a third path, Path C. This will trigger when the Budget equals "$30,000 plus"

This time the budget is very big so we want a SMS alert immediately.

Here we send a text which pulls in the relevant data and the phone number.

The results

When Julie enters her details for the up to $10,000 budget (using my email as an example), a Slack message gets sent with the details.

When Tim enters his details for the $10,000 to $30,000 budget (using my email as an example), a Slack message gets sent with the details PLUS an email gets sent to an assistant to follow up and arrange a call.

Ben enquired about the $30,000 budget so it's a top priority to get on a call to close this deal. A SMS gets sent immediately with the details and phone number (currently blurred out) which you can tap to call the prospect straight away.

Access this tutorial for free

This tutorial will show you how to set up separate paths and outcomes depending on a user input (without having to make several Zaps in Zapier.)

The example I run through is a Social Media Ads company offering 3 tiers. The higher the tier, the higher the priority to get on a call to close the prospect. I build different workflows for each tier involving automatic Slack messages, email forwarding and SMS notifications.

Carrd

Firstly set up a simple page on Carrd to allow potential customers to enquire. I won't go into detail here because the integrations are what we are focusing on.

Here the form element is Custom and links to Zapier. Carrd gives instructions on how to set up your Action in Zapier - Webhook.

Here is the Zapier set up for the webhook:

Back to Carrd. In the form, one of the elements I've added a dropdown where you can put custom options. As shown in the screenshot.

This is how the site will work for a user:

Simply enter Name, email, phone number and select budget.

Now we want to segment these prospect based on the budget they have. The higher the budget, the shorter we want the time to contact them to talk about working together.

Add a helper step as your action - Path.

We are going to have 3 different paths (one for each budget). In the Path rules we are going to have the rules for A to trigger when Budget exactly matches what we have in the dropdown "Up to $10,000"

When that triggers, we want to send a Slack message.

This will now send a Direct Message in Slack to a specific user. In the message text you can add text and add the text from the data within the message, as shown below. The message will be posted like this:

Look alive! "Users Name" is looking for Social Media Ads Management with a budget of "Budget value". Contact "Their email" to get more details.

Now on to Path B. This will trigger when the dropdown value Budget is "$10,000 to $30,000"

I've added a Slack message the same as Path A, but also we want another alert. This time, an email sent to an assistant to get a call added to the calendar.

In this email, we can add To, Subject and body fields. The body will include the Slack message from the previous action and also a link to the Thread in Slack.

Adding a third path, Path C. This will trigger when the Budget equals "$30,000 plus"

This time the budget is very big so we want a SMS alert immediately.

Here we send a text which pulls in the relevant data and the phone number.

The results

When Julie enters her details for the up to $10,000 budget (using my email as an example), a Slack message gets sent with the details.

When Tim enters his details for the $10,000 to $30,000 budget (using my email as an example), a Slack message gets sent with the details PLUS an email gets sent to an assistant to follow up and arrange a call.

Ben enquired about the $30,000 budget so it's a top priority to get on a call to close this deal. A SMS gets sent immediately with the details and phone number (currently blurred out) which you can tap to call the prospect straight away.

This tutorial will show you how to set up separate paths and outcomes depending on a user input (without having to make several Zaps in Zapier.)

The example I run through is a Social Media Ads company offering 3 tiers. The higher the tier, the higher the priority to get on a call to close the prospect. I build different workflows for each tier involving automatic Slack messages, email forwarding and SMS notifications.

Carrd

Firstly set up a simple page on Carrd to allow potential customers to enquire. I won't go into detail here because the integrations are what we are focusing on.

Here the form element is Custom and links to Zapier. Carrd gives instructions on how to set up your Action in Zapier - Webhook.

Here is the Zapier set up for the webhook:

Back to Carrd. In the form, one of the elements I've added a dropdown where you can put custom options. As shown in the screenshot.

This is how the site will work for a user:

Simply enter Name, email, phone number and select budget.

Now we want to segment these prospect based on the budget they have. The higher the budget, the shorter we want the time to contact them to talk about working together.

Add a helper step as your action - Path.

We are going to have 3 different paths (one for each budget). In the Path rules we are going to have the rules for A to trigger when Budget exactly matches what we have in the dropdown "Up to $10,000"

When that triggers, we want to send a Slack message.

This will now send a Direct Message in Slack to a specific user. In the message text you can add text and add the text from the data within the message, as shown below. The message will be posted like this:

Look alive! "Users Name" is looking for Social Media Ads Management with a budget of "Budget value". Contact "Their email" to get more details.

Now on to Path B. This will trigger when the dropdown value Budget is "$10,000 to $30,000"

I've added a Slack message the same as Path A, but also we want another alert. This time, an email sent to an assistant to get a call added to the calendar.

In this email, we can add To, Subject and body fields. The body will include the Slack message from the previous action and also a link to the Thread in Slack.

Adding a third path, Path C. This will trigger when the Budget equals "$30,000 plus"

This time the budget is very big so we want a SMS alert immediately.

Here we send a text which pulls in the relevant data and the phone number.

The results

When Julie enters her details for the up to $10,000 budget (using my email as an example), a Slack message gets sent with the details.

When Tim enters his details for the $10,000 to $30,000 budget (using my email as an example), a Slack message gets sent with the details PLUS an email gets sent to an assistant to follow up and arrange a call.

Ben enquired about the $30,000 budget so it's a top priority to get on a call to close this deal. A SMS gets sent immediately with the details and phone number (currently blurred out) which you can tap to call the prospect straight away.

Tools used

Tags

Get help and discuss

Open community forum

Related lessons

How to Build a Functional & Responsive Pricing Page like Notion's in Webflow
How to Build a No-code Pricing Page like Dropbox in Webflow
How to Build a Functional & Responsive Pricing Page
Develop a custom CRM using Retool and 8base
Generate a task list for projects in Airtable
Generate pre-filled contracts in Hubspot using PandaDoc
Sync files across Airtable, Hubspot, and Google Drive
Pre-Fill Airtable forms and link forms to existing records
Automate recurring interactions in your deal & project cycle
Connect Hubspot Deals to Airtable
Automate scheduling meetings, calendar invites, and CRM admin work
Sales automation workflow using Typeform / Airtable / Callingly
Capture email metadata and save as an image with Zapier
Find & save competitor info and emails with Hunter
Email outreach & sequencing with Reply.io & Gmail
Source Leads from a Spreadsheet with Dashdash
Send a personalized download link with YAMM
Create a targeted sales list in dashdash
Auto-accept LinkedIn invites
Automate + qualify your lead generation with Standard Library
Generate and send contracts automatically with PandaDoc
Automated Airtable sales notifications in Zapier
Create a sales pipeline in Airtable
Automated sales reporting for Shopify with Integromat
Pull LinkedIn Company info & create a new record in Webflow
Build a Mail Merge with Airtable, Gmail, and Standard Library.
Build a Slack / Airtable / Stripe CRM
Update salesforce opportunities with computed data
Automatically get data from Mailchimp to your CRM
Sales CRM - build a sales pipeline
Fundraising CRM - Startups seeking to raise funding
👨‍👩‍👧‍👦Personal CRM - keep track of people in your life
Browse all →

If you'd like this template, message @bentossell on Slack with your email for the account to send this template.