Lead/Call/Appt Form Submitted

Forms

To get started, navigate to Sites > Forms.

Edit Form

To modify an existing form, click the 3 dot icon and click "Edit" .

Adding Elements

Simply drag and drop the element you wanted to added or click "x" to delete an existing element.

Please Note:

We recommend that you save your form from time to time while you are editing, don’t forget to save it one last time when all the edits are done.

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Automations

Go to "Automation" > "All Workflows" > "1.02 - Lead/Call/Appt Form Submitted"

Form Submitted

Click the "+" icon and select the action or type Form Submitted. In this case, the trigger is set to activate when a specific form is submitted.

Condition - How Did Call/Appt Go

Click the "+" icon and select the action or type If/Else to add the this action. The "If/Else Condition" in your automation workflow allows you to fork the contact's journey based on specific conditions.

1. Move To Actively Nurturing

• Create or Update Opportunity

Select the In Pipeline and Pipeline Stage by clicking the box. This Action creates or updates an Opportunity within the Pipeline that you select. Make sure to update the Opportunity Name to {{contact.name}}.

• Add Notes

Click the "+" icon and select the action or type Add Notes. This action will allow you to add notes to the contact record.

• Condition - Send Recap To Contact

Click the "+" icon and select the action or type If/Else to add the this action. If the "If/Else Condition" is set to "Yes". When none of condition are met, no action is needed.

• Send a Recap Email To Contact

Click the "+" icon and select the action or type Email. The "Email" action will be activated. Make sure to update the "From Name" and "From Email" and save the action.

2. Move To Scheduled Appointment

• Create or Update Opportunity

Select the In Pipeline and Pipeline Stage by clicking the box. This Action creates or updates an Opportunity within the Pipeline that you select. Make sure to update the Opportunity Name to {{contact.name}}.

• Add Notes

Click the "+" icon and select the action or type "Add Notes". This action will add system notes to the contact record.

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

3. Move To Offer Pending

• Create or Update Opportunity

Select the In Pipeline and Pipeline Stage by clicking the box. This Action creates or updates an Opportunity within the Pipeline that you select. Make sure to update the Opportunity Name to {{contact.name}}.

• Add Notes

Click the "+" icon and select the action or type "Add Notes". This action will add system notes to the contact record.

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

4. Move To Close Pending

• Create or Update Opportunity

Select the In Pipeline and Pipeline Stage by clicking the box. This Action creates or updates an Opportunity within the Pipeline that you select. Make sure to update the Opportunity Name to {{contact.name}}.

• Add Notes

Click the "+" icon and select the action or type "Add Notes". This action will add system notes to the contact record.

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

5. Closing Complete

• Create or Update Opportunity

Select the In Pipeline and Pipeline Stage by clicking the box. This Action creates or updates an Opportunity within the Pipeline that you select. Make sure to update the Opportunity Name to {{contact.name}}.

• Update Contact Field

  Click the "+" icon and select the action or type "Update Contact Field". The update contact field action in workflows allows you to update the value of a specific field for a contact. In this example, the Contact Type is changed from Lead to Customer.

• Add Notes

Click the "+" icon and select the action or type "Add Notes". This action will add system notes to the contact record.

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

6. Remove Opportunity

• Remove Opportunity

Click the "+" icon and select the action or type "Remove Opportunity". This action deletes an opportunity associated with the contact within a specified pipeline.

• Add Notes

Click the "+" icon and select the action or type "Add Notes". This action will add system notes to the contact record.

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

7. No Show

• Update Appointment Status

Click the "+" icon and select the action or type "Update Appointment Status". This action changes the status of an existing appointment in the workflow.

• Create or Update Opportunity

Select the In Pipeline and Pipeline Stage by clicking the box. This Action creates or updates an Opportunity within the Pipeline that you select. Make sure to update the Opportunity Name to {{contact.name}}.

• Add Notes

Click the "+" icon and select the action or type "Add Notes". This action will add system notes to the contact record.

• Internal Notification

Click the "+" icon and select the action or type Internal Notification. This action sends SMS to users based on specific triggers within a workflow.

• Add to Workflow

Click the "+" icon and select the action or type Add to Workflow. The "Add to Workflow" action is used to automatically add a contact to a specified workflow - 1.03 - Cancelled Or No Show --> Let's Reschedule

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

8. None

• Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump contacts to Send Recap to Contact.

Lead/Call/Appt Form Submitted Summary

1. The "Form Submitted" trigger activates a workflow whenever a specified form is submitted.

2. Upon activation of the If/Else Condition Action, it will have 8 outputs that depend on certain conditions.

   • Move To Actively Nurturing

   • Move To Scheduled Appointment

   • Move To Offer Pending

   • Move To Close Pending

   • Closing Complete

   • Remove Opportunity

   • No Show
     

3. All end output will send an email recap to a customer or lead.

   
   Please Note:

   

   Always "Save" and "Publish" the action and workflow once done.