Automations Blueprint: Automate Deal creation on Form submission
The following Blueprint goes over how to automate the creation of a deal when a specific form is submitted.
1. Go to Automations: https://app.tieit.io/workflows
3. Click on Define your Automation
4. Click on the Forms trigger
5. Click on the dropdown to select the Form that will trigger the Automation action of creating the Deal
6. If the selected Form already has submissions, you will be presented with a checkbox to Enroll those contacts into the Automation. If you check this option, it will also run the Automation on the contacts who meet the defined triggers, and they will get enrolled in whatever action is defined.
For this Blueprint, all contacts part of this form submission will enroll by having a deal created.
7. Click on the Add Action button.
8. Select the Add Deal action
9. After clicking on the Add Deal action, you can customize who should be defined as the Owner, Assignee, Pipeline and the stage the Deal should be in when the Deal is created.
10. Toggle the Automation status to ON to activate the Automation found at the top of the page
As with all Automations, you can add additional triggers and conditions, so the action will only be triggered if those conditions are met.