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Trigger Automation From a Form

Use a form trigger when a submitted form should start a welcome, confirmation, or follow-up sequence.

Steps

  1. Create or choose the form.
  2. Decide which label or field should be applied after submission.
  3. Create an automation flow with that form event, label, or field as the trigger.
  4. Add the first email send action.
  5. Test with a new contact and confirm the contact enters the flow once.