Automation workflow - Forms

Step 1: Click on Form filled.

From here you can create automation by selecting a Product enquired, forms and Facebook form.

Form Trigger is designed to streamline and automate responses and actions related to inquiry and form submission. This trigger ensures that each form submission is addressed immediately, increasing the efficiency of your customer engagement.

Here's how a "form trigger" works:

1. Product Inquiry

• Activation: This trigger is activated when the product is queried.

• Use Case: You can select a specific product for which you want to automate the inquiry response. For example, when a customer inquires about a particular product, this trigger can automatically send a detailed email about the product, include pricing information, or initiate a follow-up sequence to further engage the customer. This helps ensure that all product-related inquiries are handled promptly and with relevant information.

2. Form

• Use Case: You can select any form from the created forms. Once the form is submitted, the system can automatically send a confirmation message to the submitter, notify relevant team members, or trigger additional workflows, such as adding a contact to a mailing list or starting an onboarding process. This ensures that every form submission is accepted and processed without delay.

3. Facebook Form

• Activation: This trigger is activated when the Facebook form is submitted.

• Use Case: You can select a specific Facebook form that you want to automate. When someone submits this form, the system can automatically respond with a thank-you message, send relevant information based on the inquiry, or follow up with further engagement actions like offering a special promotion or scheduling a call. This trigger is especially useful for capturing and responding to leads generated by Facebook campaigns.

By using a "forms trigger" in an automation workflow, you can ensure that all inquiries and form submissions are handled efficiently and effectively, leading to improved customer satisfaction and a more organized workflow.