Forms - Creating Actions

In SprintHub, it is possible to create actions from your form.

To do this, follow the steps below:

1. Go to the “Forms” function;

Or just type it into “Find service” and it appears

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

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

1. On your form's edit screen, 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 the chosen action more than once;

1. After choosing the action, you need to configure it;

Example here, “Create an Opportunity”

1. Once the configuration is done, click save;

1. To finish, click “Save and Close”.

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

Done, your action will be in operation as soon as the form is filled out!