Stop follow-ups when the prospect completes your form or application

When your form tool posts a completed application to a Master Inbox incoming webhook, the lead is labeled Form completed, Interested is removed and the Instantly campaign stops, so nobody chases a finished lead.

Inbound forms and adsInstantlyZapierFounderRevOpsRevenue plan
When
Incoming WebhookYour form tool posts the completed application with the email
Then
Add labelsForm completed
And
Remove labelsInterested
And
Remove from Instantly campaignThe lead's active campaigns

Why teams run it

The worst follow-up is one that asks for something the prospect already sent.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Stop follow-ups when the prospect completes your form or application.
  3. Set the trigger to Incoming Webhook and choose Your form tool posts the completed application with the email.
  4. Add the action Add labels: Form completed.
  5. Add the action Remove labels: Interested.
  6. Add the action Remove from Instantly campaign: The lead's active campaigns.
  7. Save the workflow and switch it to Active.

Before you start, connect Instantly under Settings, Integrations.

Sending data in from another tool

The Incoming Webhook trigger is set up in the app: Master Inbox gives the workflow its own URL, you send one sample payload from your tool, then map its keys to prospect fields. After that, your tool posts to that URL and the workflow runs. Everything else in the workflow is also in the API.

Reference: workflow API guide.

Questions

How is the form matched to the right lead?

Map the email in the payload to the lead's email, and the incoming webhook updates that lead.

Why remove Interested?

Agents and follow-up workflows scoped to Interested stop for this lead.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.

Learn more

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