Creating opportunities from form submissions is key to keeping your sales pipeline active and organised. Setting up automation means all incoming leads from your forms are captured in your pipeline automatically, making it easier to manage and nurture them as they progress through each sales stage.

Before linking form submissions to create opportunities, make sure your sales pipeline is ready. Check that you have an existing pipeline in the "Opportunities" section of the CRM. If not, create one and define its stages.

Identify the stage where you want form submissions to appear.

Integrating Form Submissions with the Pipeline

Access the Form

Go to the "Sites" section and select "Builder" from the Forms dropdown. Identify the form you want to use for capturing leads, or create a new one if needed.

Create a New Workflow

Navigate to the "Automation" section and create a new workflow, or open an existing one to edit.

Set Up the Trigger

The trigger is the event that starts the workflow. To configure the workflow to begin when a form is submitted, select the "Form Submitted" trigger.

To narrow things down, you can apply a filter to specify which form submissions will trigger the workflow. Select the relevant form from the list. If you'd like the workflow to activate for all form submissions, save the action without adding any filters.

Define the Action

The action is what happens once the workflow is triggered. Click the add action button, then find and select the "Create or Update Opportunity" action.

Select your sales pipeline and the specific stage.

To configure the opportunity details, use custom fields as needed, including the contact's full name (select "Contact Full Name" from the Custom Fields for personalised titles), the source (e.g., "Website Contact Form"), and the status (set to "Open" for new leads). Make sure the fields selected here are added to the chosen form.

Publish the Workflow

Save your action settings and publish the workflow once you've finalised the configuration.

Testing the Integration

Once the workflow is set up, test it by submitting the form with test data. Then check the "Opportunities" section to confirm the submission appears in the right pipeline stage.

Your opportunity cards will now display form submission details, making it easy to reference and follow up.

Troubleshooting Tips

Workflow Not Triggering

  • Make sure the form selected in the workflow matches the form being submitted. Double-check the trigger settings.

Incorrect Pipeline Stage

  • Verify the selected pipeline and stage within the workflow action settings.

Frequently Asked Questions

Q: Can I integrate multiple forms with the same pipeline?

  • Yes, you can create separate workflows for each form, or use filters within a single workflow to manage multiple forms.

Q: How do I handle duplicate leads?

  • The CRM lets you control whether duplicate opportunities are created. Adjust this setting in the workflow action settings based on your preference.