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Create an Automation

Introduction

This guide will walk you through creating an automation in your CRM to send a sequence of emails to users who fill out a specific form on your website.

Step-by-Step Guide

  1. Access Automations:
    • Navigate to your CRM dashboard.
    • Use the quick link for “Automations.”
  2. Create a New Automation:
    • Click on “Add New Automation.”
    • Choose to create from scratch.
  3. Set the Trigger:
    • Select the “Tag Applied” trigger. (If using the “Form Submission” trigger, read this for field mapping requirements before continuing.)
    • ⚠️ If using “Form Submission”: map First Name, Last Name, and Email under Map Primary Data before saving. If collecting phone numbers, add those under Map Other Data. Unmapped fields won’t be saved to the contact record.
    • Continue to the next step.
  4. Name Your Automation:
    • Give your automation a descriptive name, such as “Form Info Request Email Sequence.”
  5. Select the Tag:
    • Choose the tag associated with your form, like “form info request.”
    • Save the settings.
  6. Add an Action: Send Email Sequence:
    • Click the plus sign to add a new action.
    • Select “Set Sequence Emails.”
    • Choose the email sequence you’ve previously created for form submissions.
    • Save the settings.
  7. End the Funnel:
    • Indicate the end of your automation by selecting “End The Funnel Here.”
  8. Review and Publish:
    • Review your automation to ensure it’s configured correctly.
    • Change the automation status from “Draft” to “Published.”

Summary

Your automation is now set up. When a user fills out your form and the associated tag is applied, your CRM will automatically send the specified sequence of emails to the user.