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.