How to Display Form Submission Data in Your Pipelines

Before integrating form submissions into your pipeline, ensure you have a sales pipeline established. Here's a brief overview of setting up a sales pipeline:

1. Navigate to the "Opportunities" section of the CRM.
2. Verify the existence of a sales pipeline or create a new one as needed.

1. Identify the stage (e.g., "New Lead") where you want form submissions to appear.

Integrating Form Submissions with the Pipeline

To have form submissions automatically appear in your sales pipeline, follow these steps:

Access the Form:

• Go to the "Sites" section and select "Forms".

• Locate and open the form you wish to integrate (e.g., "Free Roof Quote Form").

Create a New Workflow:

• Navigate to the "Automation" section and select "Create New Workflow".

• Choose "Start from Scratch" and name your workflow (e.g., "Website Contact Form").

Set Up the Trigger:

• The trigger activates the workflow. Select "Form Submitted" as the trigger.
• Add a filter to specify which form submissions activate this workflow. Select your form from the list.

Define the Action:

• The action is what happens when the workflow is triggered. Choose "Create or Update Opportunity".

• Select your sales pipeline and the specific stage (e.g., "New Lead").

• Configure the opportunity details such as name (use "Contact Full Name" for personalized tiles), source (e.g., "Website Contact Form"), and status (keep it "Open" for new leads).

Publish the Workflow:

• Save your action settings and publish the workflow.

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.

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

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.

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.