How to Display Form Submission Data in an Opportunity Card

Creating opportunities from form submissions is key to keeping your sales pipeline active and organized. By setting up automation, you can ensure that all incoming leads from your forms are automatically captured in your pipeline, making it easier to manage and nurture leads as they progress through each sales stage. 

Before linking form submissions to create opportunities, make sure your sales pipeline is ready by verifying that you have an existing pipeline within the "Opportunities" section within your platform. 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 form if needed.

Create a New Workflow

Navigate to the "Automation" section within your account and opt to create a new workflow or edit an existing workflow.

Set Up the Trigger

The trigger is the event that initiates the workflow, ensuring that the automation process begins when a specific action occurs. To configure your workflow to start when a form is submitted, select the "Form Submitted" trigger.

To further refine the workflow, you can apply a filter to specify which form submissions will trigger the workflow. Select the desired form from the list provided. If you prefer the workflow to activate for all form submissions, simply save the action without adding any filters.

Define the Action

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

Select your sales pipeline and the specific stage.

To configure the opportunity details, utilize custom fields as needed, including the contact's full name (select "Contact Full Name" from the Custom Fields for personalized tiles), the source (e.g., "Website Contact Form"), and the status (set to "Open" for new leads). Ensure that the fields selected in this section are added to the selected form.

Publish the Workflow

Save your action settings and publish the workflow once you have finalized your workflow configuration.

Testing the Integration

After setting up the workflow, test the integration by submitting the form with test data. Then, check the "Opportunities" section to ensure the submission appears in the designated pipeline stage.

Your opportunity cards will now display form submission details, allowing for quick reference and follow-up.

Troubleshooting Tips

Workflow Not Triggering

• Ensure 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 allows you to control whether duplicate opportunities are created. Adjust this setting based on your preference in the workflow action settings.