Adding Forms for Inbound Leads

If you would like to add an additional form-based trigger (for example if you would like a FB Ads Form as well as a Youtube Ads Form), you can easily add an additional trigger and miniature campaign within the Inbound Workflow. Complete the following steps, and you'll be all set up:

1. Go to Automation, and select your Inbound Workflow.
2. Add Workflow Trigger
   1. Click "Add Workflow Trigger" at the top of the workflow.
   2. Type "[Inbound Type] Form Submitted" → Select "Form Submitted" → Add Filter → Form is → [the new form you created]
3. Add the Conditional Statement
   1. Locate the "No" path under the "Missed Call", and add another action.
   2. Select "IF/Else"
   3. Type "Is it a [inbound source] form?" → Select "Workflow Trigger" → "is" → Select the name of the Workflow Trigger you created
4. Create the Coordinating Actions
   1. Under Yes, create an action for "Add Contact Tag" → Type "[Inbound Source] Form" → Click "Add Contact Tag"
   2. Under the Tag, create an action for "Add/Update Opportunity" → Select the Appropriate Pipeline and Stage → Update Lead Source to "[Inbound Source] Form
   3. Under Opportunity, create and action for "Go To" and connect it to "Is it a weekday?" on the left side.

Save the workflow at the top right, and you are good to go.