What this workflow does
Offers a free resource (e-book, whitepaper) in exchange for an email address.
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Lead GenerationBeginner4 nodes
Lead Magnet Download
Offer a free resource (e-book, whitepaper, checklist) in exchange for contact info.
Use this templateRead-only preview
When to use it
You have a downloadable lead magnet (PDF guide, checklist) and want to gate it behind an email capture.
What triggers it
Download Trigger
Information it collects
Actions it performs
Ask Email · Save Lead · Confirm Download
Systems it requires
No external commerce platform is required.
Read-only preview
Read-only workflow preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
Download Trigger
keyword match
Next step: Ask Email
Action
Ask Email
collect input
Next step: Save Lead
Integration
Save Lead
capture lead
Next step: Confirm Download
Action
Confirm Download
static message
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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Sign in, review the selected chatbot and prerequisites, then confirm Create draft. Nothing is activated automatically.