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.

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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”.

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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!

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