In our quest to make more and more triggers on form and form handler completions (not only autoresponders and notifications), we have changed the interface slightly to look more like automation rule actions. You can now do the following actions each time a form is submitted:

  • Add prospect to a list
  • Notify a user (select a specific user)
  • Notify the assigned user (if there is one)
  • Change a prospect field value
  • Notify a user via Twilio telephony connector (if you have the connector enabled)

We plan to add more and more actions in the near future (scoring changes, etc.). Additionally, this provides a good framework for doing similar triggers based on file access, redirect access, etc., all without needing to build separate automation rules.

Form Completion Actions

Adam Blitzer

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