The Form Submitted workflow trigger activates when a specified form is submitted, initiating automated actions like data collection, notifications, and follow-up task creation.

Key Benefits

Improved Efficiency: Automates routine tasks triggered by form submissions

Enhanced Communication: Sends automatic responses to customers and team notifications

Data Accuracy: Integrates submitted data directly into the CRM

Customizable Workflows: Allows filtering for specific forms or submission criteria

Scalability: Handles high volumes of form submissions effortlessly

Configuration Steps

  1. Access Workflow Settings - Navigate to the workflow automation section
  2. Add New Trigger - Select Form Submitted from the dropdown menu
  3. Name Your Trigger - Provide a descriptive name (e.g., Customer Feedback Form Submitted)
  4. Set Filters - Specify which form activates the workflow
  5. Save and Test - Verify functionality with sample data, then publish

Use Cases

Customer information collection

Lead qualification workflows

Event registration management

Customer feedback collection

Appointment booking notifications

Key FAQ Answers