Lead forms and workflows

Who can use this: Roles with lead automation permissions. Replaying a workflow needs the lead submissions replay permission.

Capture a lead from a form and run a set of actions on it automatically. Open Email, then Lead Automation, and use Forms, Workflows and Submissions.

Create a lead form

1. Open Forms and click New form.

2. Enter a Form name and choose a Source: Site Builder to connect a form on your site, or API to receive posts from elsewhere.

3. For Site Builder, select the Site and the Form.

4. Add the fields you expect. Each has a Key, a Type and Required. Workflows read these keys.

5. Save.

Accept submissions from other websites

1. Turn on Accept submissions from other websites in the form.

2. List each site under Allowed websites, one per line.

3. Copy the endpoint, HTML example or fetch example shown in the form.

See Submit forms from other websites for the details.

Create a workflow

1. Open Workflows and click New workflow.

2. Name it and choose a Lead form.

3. Click Add action for each thing to do, and put them in order.

4. Turn on Active and save.

A workflow runs after a submission arrives from its form.

Actions

• Upsert subscriber: always runs first and cannot be removed. Select the email and name fields from your form to create or update the subscriber.

• Add to lists: adds the subscriber to the lists you choose.

• Assign to user: gives the lead to a member of your team.

• Send in-app notification: sends a notification with a title and level.

• Send template email: sends an email template through an SMTP profile. Require consent is on by default, and Consent key sets which consent the subscriber must have. You can override the subject.

• Webhook: sends the event to your webhooks.

• Delay: waits for a number of minutes.

• Delay until field: waits until a date in the form data, with an optional offset in minutes.

Check submissions

Open Submissions to see each entry and the status of its latest workflow run. Filter by status, workflow or form. Open one to see the data and each run. Click Replay Workflow to run it again.

Related

• Lists, subscribers and segments

• Templates and sending

• Forms and submissions

• Leads and the pipeline