Form Integration: Add a Deal (Automation Recipe)
Do you use a form integration like Typeform, Unbounce, or Jotform? This automation lets you create a deal in your ActiveCampaign CRM when a contact submits an integrated form.
When a contact submits the form, this automation adds a deal to the pipeline of your choice and creates a task for the deal owner to reach out. Following up with each contact helps make sure that no contacts fall through the cracks -- and no potential customers go uncontacted.
This automation lets you track your contact throughout the sales pipeline and customer journey. When you use sales pipelines to organize your sales processes and sales workflows, you help your sales team stay organized and save time by reaching out to the right contacts at the right time.
Before you import this automation, set up your Typeform, Unbounce, Jotform, or other form integration. You also need to set up the pipeline you plan to add contacts to.
Here's how the "Form Integration: Add a Deal" automation recipe works:
1. The automation is triggered when a contact is assigned a form integration tag. In our example, the tag is "Typeform-integration." This tag indicates that the contact submitted the integrated form. (When you set up your form integration, you can set up this tag.) Adjust this trigger to the form integration you have set up.
2. The automation creates a deal in the CRM based on the information the contact shared in the form submission. You can adjust this Create Deal action to make sure all of the details you need are passed from the integrated form to the new deal record.
3. The automation creates a task for the deal owner to contact the new deal. In our example, the Add Task action assigns a first touch call to the deal owner. Feel free to adjust this task based on your own sales process.
4. The automation ends.
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