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Dynamic Lead Forms

Workflows

Run follow-up actions automatically on every form submission and website visitor

Workflows run actions automatically when someone interacts with a form or visits your site.

Workflows Interface

Workflow Triggers

A workflow can be triggered at any of these stages:

  1. Complete Form Submission
  2. In Progress
  3. Dropped Off
  4. Anonymous Website Visitor

Available Actions

Connect your forms to other platforms and services:

Workflows Actions

Creating a Workflow

  1. Click "Create workflow" button
  2. Select "Surface forms" as the source
  3. Choose your specific form
  4. Select trigger event:
    • Form Submission
    • In Progress (Step0)
    • User Dropped Off
  5. Add desired actions
  6. Configure action settings
  7. Activate workflow

Ready to Get Started?

See it on your own site, or open the app and build the first form.

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Need Help?

Setup problems, blocked domains and CRM push failures live in the Help Center.

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Feature Requests?

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Conditional Logic

Control how users move through your form with conditional logic and branching flows

Response Table

Your central hub for managing all form submissions with advanced filtering and lead insights

On this page

Workflow TriggersAvailable ActionsCreating a Workflow