Forms - Creating Actions

In SprintHub, there is the possibility to create actions from your form.

To do this, follow the steps below:

1. Go to the “Forms” feature;

Or just type in the “Find service” and it appears

1. Already in Forms, choose one of your forms or create a new form.

For forms already created, you need to click “Edit" To create a new one, see this article: Forms - Creating Forms

1. On the edit screen of your form, go to the “Actions” option;

1. On the actions screen, choose one of the options from the list, and also whether the Lead can go through this chosen action more than once;

1. After choosing the action, it is necessary to configure it;

Example here, “Create an Opportunity”

1. After configuring, click save;

1. To finish, click “Save and Close”.

It is important to put in the description exactly what the action will do.

Done, your action will be operational as soon as the form is submitted!