Form Automation lets you connect to popular services for easy integration, and Converdy has native integrations with Active Campaign, Aweber, Infusionsoft, ConvertKit, Mailchimp, Google Sheets and Slack.
To connect your service via Automations:
1.Click on ‘Edit Form’
2. Go to ‘Automations’ and ‘Add a new Automation’.
3.Click on ‘Connect New Service’ or if you have an existing one, connect to that one
4.Depending on the service you connect to, you’ll be instructed to choose the list you want your form to add leads to.
5.Connect the form fields in your service to the form inputs you’ll add to your Converdy page.
When you select a field type, that’s the field under which the information will be entered into in the sheet/automation. Make sure to enter fields correctly otherwise they will not sync correctly.
🚀 Tip: When using sheets, name your sheets and tabs to know what to choose once integrated with forms.
When you’re done, click ‘After Submit Action’ and add a page of your choice. Open Page is for Converdy made pages, and Open External page is for all other pages outside Converdy area. This is usually a Thank you page.