Form automations

Form automations can be found on the right side of your form's Settings page, under the section 'When the form is submitted'. Click on 'Take another action' to add an automated step to the form submission workflow. Each step that you add to this workflow will occur automatically in LACRM each time someone fills out your form.

Learn about each of the automated actions you can add to a workflow whenever a form is submitted:

Assign to user

• This automation allows you to assign all the contacts created via this form to a user of your choice.
• If this automation is not used, the newly created contact will by default be assigned to the creator of the form.
• This action can only be added to the workflow once per form.

Attach note

• This automation allows you to add a note to the History of all the contacts created via this form.
• This action can be added to the workflow multiple times per form.

Attach task

• This automation allows you to set a task linked to the contacts created via this form.
• The due date of this task can be set relative to the date the form submission was received, or on the same specific date for all form submissions.
• This action can be added to the workflow multiple times per form.

Attach group

• This automation allows you to attach a group to the contacts created via this form.
• Select multiple groups to attach multiple groups to a contact created from a form submission.
• This action can be added to the workflow multiple times per form.

Attach [name of your pipeline]

• This automation allows you to attach a specific pipeline with a specific status to the contacts created via this form.
• This action can be added to the workflow multiple times per form.