When a prospective client submits your intake form, Make immediately sends them a personalized confirmation email through Gmail that includes their name, a summary of what they submitted, next steps, and your office contact details. Clients feel taken care of from the first moment, and your team stops spending time writing the same acknowledgment email over and over.
Connect Typeform to Make and select your client intake form as the trigger.
Build a Gmail email template using Typeform fields (first name, legal matter type, preferred contact time).
Set the 'Send from' address to your firm's intake email and include next-steps instructions.
Activate the scenario and test with a sample submission.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSend every new client a personalized confirmation right away and spend less time writing emails by hand.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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