Sales Pitch Filtering Workflow

InquiriesFree

Description

Sales Pitch Filtering Workflow is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Instead of watching a spreadsheet manually, the team can see the next action as soon as a response arrives.

3 steps

1
Read the new response
Read the response details needed for Sales Pitch Filtering Workflow.
2
Decide the next action
Decide the next action from the response, score, date, or category.
3
Apply to operations
Apply the decision to notification, record keeping, reply, or status update.

Prompt Example

Goal: Separate sales pitches and cold outreach from real customer inquiries. Fields: Respondent email address, Response body, and Owner. Detect sales proposals, SEO agency offers, ad sales, and template-like outreach from the response body. Rules: Exclude likely sales pitches from normal reply and owner notification, while keeping real inquiries in the support flow. Actions: Tag sales pitches with low priority and a reason, route real inquiries to the owner, and update status to "sales_pitch_filtered" or "needs_response".

For you

steps: 3 steps
Required plan: Free
Required integrations: FORMLOVA

What this workflow solves

Form responses arrive, but classification that separates sales pitches from real inquiries still depends on manual checking, causing delayed or missed follow-up.

Best for

contact desks
small support teams

Expected outcome

Each new response moves into a clear classification that separates sales pitches from real inquiries state, so the team can focus on the next required action.

Setup notes

Select the email field and the main response or category field.
Confirm the notification or record destination before turning the workflow on.

FAQ

Can this work with an existing form?

Yes. Map the existing response fields to the required slots and adjust the notification or record destination.

Read the background

Contact Form Response Management Guide -- Owners, Status, Sales Spam, and Follow-UpA practical guide to contact form response management: owners, statuses, routing, auto-replies, sales spam handling, exports, and team review.Set Up Inquiry Auto-Routing With FORMLOVA WorkflowsAutomatically route inquiry responses by category in FORMLOVA, so support questions and sales inquiries reach the right team.View, Filter, and Update Response Status with FORMLOVAReview response lists in FORMLOVA chat, filter by conditions, inspect details, and update statuses without leaving the conversation.

Workflows to use together

Inquiry Auto-reply + EscalationAn official workflow for auto-reply, categorization, and escalation for inquiries.Inquiry Owner AssignmentAn official workflow for owner assignment based on inquiry type.