Your Automation Options After Someone Fills Out Your Lead Capture Form

Nicole
Oct 27
2 min read

You’ve done the hard part—you’ve created a beautiful lead capture form to bring new inquiries into your business and you've shared it on your website, link in bio, etc. But what are your automation options after someone fills out your lead capture form?

That tiny moment right after someone fills out your form is an opportunity for connection, clarity, and conversion. If you’re using a CRM platform like 17hats, you have several options for what happens at that moment.

Let’s walk through them, along with a few ideas to make the most of each option.

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Your options after leads submit your 17hats lead capture form

Option 1: Display a Thank-You Message

This is the default—and for good reason. It’s simple, familiar, and reassuring.

After someone submits your form, you can display a short message right on the screen. Something like:

“Thanks for reaching out! We’ll be in touch soon. Be sure to check your email for next steps.”

It’s quick, but sometimes it’s also… a little too quick.

If your goal is to keep the momentum going—or if you have another resource you’d love them to see—this next option might be a better fit.

Option 2: Redirect to a URL

Instead of displaying a message, you can automatically send the person to another web page as well!

This is where things get fun. You can use this option to:

Deliver a resource instantly — like a pricing guide, prep checklist, or mini workbook.
Show a video message — explaining your process or what happens next.
Direct them to a hidden thank-you page on your site where you share your story, testimonials, or an exclusive offer.

I’ve even used this as a way to deliver a freebie (think: a lead magnet or downloadable guide) right after form submission.

The possibilities are practically endless.

A Quick Tip

Because most people are used to seeing an on-screen thank-you message, consider adding a short note at the bottom of your form that says something like:

“After clicking submit, you’ll be redirected to my welcome page with next steps.”

It sets the right expectation and avoids confusion when they’re suddenly sent off to another page.

Why Automation with Your Lead Capture Form Matters

Your lead capture form isn’t just about collecting information—it’s about starting a smooth client experience.

By thinking intentionally about what happens after they click submit, you show professionalism, reduce confusion, and help your leads feel confident they’re in good hands.

It’s those little touches that quietly communicate: “You can trust me to handle the details.”

Ready to implement this kind of strategy in your business? These resources might help!