Automate follow-up from your form

You can create and manage automations directly from a form using the Automation tab.

Set up a form automation

1. Go to CRM → Forms and open an existing form (or create a new one).
2. Click the Automation tab in the form editor.
3. If no automation exists, choose a template (e.g. Send follow-up email when a form is submitted) or start from Blank.
4. Configure the suggested step (for example, select a campaign for the follow-up email) and click Save.
5. Toggle the automation On using the switch in the top-right.

tip

Starting from a template is the fastest way to launch a reliable follow-up. You can always switch to Advanced mode to add steps later.

Build more complex workflows

• Click Advanced mode to open the full automation builder.
• Add Conditions and additional Actions (for example, apply a tag, assign a task, send SMS).

note

The Automation tab shows all automations connected to the selected form.

See Automations for the full automation builder and more triggers and actions.