This video covers how to set up a workflow that starts automatically when a contact submits a particular form. Use this when you want form submissions to trigger tagging, opportunities, SMS, email or internal notifications.
Before you start
The form you want to use is already built and published in ZipLeads
1. Open the Automation tab
Click Automation in the left-hand menu to open the Workflows list.
2. Create a new workflow from scratch
Click Create Workflow at the top right of the Workflows list.
Choose the option to start from scratch.
3. Name the workflow
Click the workflow name at the top of the builder and type a clear name so you can find it later in your automation folder.
Tip: A descriptive name makes the workflow much easier to locate later.
4. Add the Form Submitted trigger
Click Add New Trigger in the builder canvas.
Search for and select the Form Submitted trigger.
5. Name the trigger and save it
Type a name in the WORKFLOW TRIGGER NAME field, for example Demo Form Submitted.
6. Filter the trigger to a specific form
Under FILTERS, choose Form is.
Select the form you want to trigger the workflow, for example Demo Form.
Tip: Without this filter the workflow would run for any form submission.
7. Add an optional filter on a form answer
Add a second filter and choose the form question, for example Please rate your experience.
In the Select box, choose the answer that should trigger the workflow, for example 5.
Save the trigger.
Tip: Use this when only certain responses should enter the workflow.
8. Add your first action
Click the plus icon below the trigger in the builder.
Search for the action you want, for example Add Contact Tag.
Select the tag to add, name the action and save it.
Tip: Other common actions include creating an opportunity, sending an SMS or email, or triggering an internal notification.
9. Add any further actions, then publish
Keep clicking the plus icon below each action to build out the rest of the workflow.
When you are finished, switch the Publish toggle on at the top right.
Click Save.
Watch out: The workflow stays in Draft and will not run until you set it to Publish and save.