Automation Flow - Submitted a form?

You can automate actions in your flow when a lead Submits a form.

In this automation, your flow will be triggered when a lead fills out a form.

To create your automation, go to the automation flow builder, click on 'Trigger' and then choose 'Submitted a form?'.

Next, choose which form you want to create the automation for, and set whether you want it to run only at specific times and on days specific days.

Forms - Creating Forms

Based on the action taken by your lead, you can trigger an Action or a Condition. In the example, we will use an action.

You can modify the lead's segment to keep your lead base more organized, to send the right content to each segment, better nurturing your lead.

Segments

After the lead fills out the form with important information, such as name, phone number and email, you can execute the automation flow in several ways to meet your specific objectives.

Automation Flow - Segmenting Leads