New Form Submission From Website

How to Add a Form to your Website

You can use this workflow to organize and collect information submitted by users through your website. By automating the handling of new form submissions, you can ensure that important data is recorded accurately and promptly, allowing your team to respond promptly and efficiently. By doing this, manual tasks can be reduced and user experiences can be improved.

1. Navigate to your Funnel or Site

2. To add a form, click "+" > "Elements" > "Forms" and drag onto the page.
   

3. Select your form.

4. "Save" and "Publish".
   

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Automations

Go to "Automation" > "Sales" > "3.01 - New Form Submission From Website"

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 - New Customer or Existing Customer

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. New Customer

• Create or Update Opportunity

Click the "+" icon and select the action or type Create or Update. The In Pipeline and Pipeline Stage will be changed to "Leads Pipeline" and "New Lead".

• Internal Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification that will appear on the notification icon and redirect user to Opportunity page.

• Email Confirmation

Click the "+" icon and select the action or type Email. The "Email" action will be activated.

2. Existing Customer

• Create or Update Opportunity

Click the "+" icon and select the action or type Create or Update. The In Pipeline and Pipeline Stage will be changed to "Customer Success" and "New Ticket".

• Internal Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification that will appear on the notification icon and redirect user to Opportunity page.

New Form Submission From Website 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 2 outputs that depend on certain conditions.

• New Customer
  - Create opportunity to New Lead
  - Sends an internal notification
  - Email Confirmation Sent
  

• Existing Customer
  - Updates opportunity to Customer Success
  - Sends an internal notification

Please Note:

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