Forms are the gateway for an anonymous web visitor to become a lead and submissions are normally used to trigger an automation.
This article details the basic process to create automation based on form submissions.
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Setting Up the Form
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To create an automation based on a form, you will first need to create and place a form. Create a new form or edit an existing form. Then, place the form either on a website or on a Lead Gen & CRM landing page. |
Creating Visual Workflow Automation
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When creating form submission automation, the visual workflow must use the form submission as the trigger event. First, create or edit a visual workflow
Below is an example of a completed automation based on a form submission:
Click to enlarge. |
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Frequently Asked Questions
Q: How can automated communications seem less automated?
A: Setting up a non-business hours workflow is a great way to ensure your automated communication seems human. If a lead submits a contact form after business hours, you can send an email—and not a standard auto-responder—indicating the team will respond in the morning.
Q: How can the automation be tested?
A: Test the automation by filling out the form on your webpage or Lead Gen & CRM landing page. You will see the lead record created in the Contact Manager, and the workflow will be listed under the Memberships tab.