Form and Survey Automation
FORMS & SURVEYS Form and Survey Automation Every form or survey submission in Lead Fuel CRM can trigger automated actions.
This means you can instantly follow up with leads, notify your team, tag contacts, and start workflows the moment someone fills out a form.
FORM SUBMISSION TRIGGERS When building a workflow, you can use "Form Submitted" or "Survey Submitted" as a trigger event.
This fires every time someone completes the specified form or survey.
Step 1: Navigate to Automation > Workflows and create a new workflow.
Step 2: Select "Form Submitted" or "Survey Submitted" as the trigger.
Step 3: Choose which specific form or survey should trigger the workflow.
Step 4: Add your desired actions (send email, send SMS, add tag, assign user, etc.).