Workflows

How do I create a workflow to enroll contacts when they fill out a lead flow or collected form?

Last updated: November 21, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

You can create a workflow that enrolls contacts when they complete a lead flow or fill out a collected form. To do so, set your enrollment triggers as shown in the steps below.

Please note: collected forms are currently in beta for Marketing Basic, Professional, and Enterprise accounts.

To enroll contacts in a workflow who filled out a lead flow or collected form:

  • Navigate to Workflows.  
    • In your Marketing Professional or Enterprise account, navigate to Contacts > Workflows
    • In your Sales Professional account, navigate to Sales Tools > Workflows. Please note that if you're a Sales Professional user, you must also have acess to at least Marketing Free in order to access lead flows and collected forms.
  • Select New workflow in the upper right-hand corner.
  • Name your workflow and select the appropriate type. For this workflow, Standard is recommended. Then select Create workflow
  • Click Set enrollment triggers to select your starting conditions.
  • Select Automatically at the top of the sidebar menu that appears, and then click Form submission

  • Select the appropriate radio button (Contact has filled out form / Contact has not filled out form).
  • In the dropdown menu, start typing Lead flow or Collected form. Your lead flows or collected forms will appear in the dropdown menu for you to select. 
  • Click Done and then Save

  • You can then add your actions and adjust any settings.
  • Activate your workflow by toggling the On/Off switch in the upper right-hand corner.

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