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 of your platform. If not, create one and define its stages. Then 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 #

What do I need in place before automating opportunity creation? #

You need an existing pipeline in the Opportunities section with defined stages. Identify the stage where new form submissions should land before building the workflow.

Which trigger captures form submissions? #

Use the “Form Submitted” trigger. You can filter it to a specific form, or leave it without filters so the workflow fires for all form submissions.

Which action actually creates the opportunity? #

Add the “Create or Update Opportunity” action, then select the target pipeline and stage and configure the opportunity details such as name, source, and status.

How do I make sure the opportunity shows the right details? #

Map custom fields like Contact Full Name, source, and status in the action, and confirm those fields actually exist on the form being submitted.

Can I connect multiple forms to the same pipeline? #

Yes. You can create a separate workflow for each form, or use filters within a single workflow to manage multiple forms feeding the same pipeline.

How do I avoid creating duplicate opportunities? #

The CRM lets you control whether duplicate opportunities are created. Adjust this setting in the workflow action settings according to your preference.

How do I confirm the automation works? #

Submit the form with test data, then open the Opportunities section and verify the test submission appears in the designated pipeline stage.