Automations & CRM3 min read
React to which ending someone reached
Pair form logic with automations: send different people down different endings, then act on where they landed.
If your form uses logic to send people to different endings — a qualified lead to one, a mismatch to another — the ending someone reaches is a clean summary of everything the form worked out about them. Automations can act on it.
- 1In the form builder's Logic tab, route people to the endings you want.
- 2Create an automation with the ending-reached trigger and pick the form.
- 3Choose which ending it watches.
- 4Add the steps for that group of people.
This keeps the qualifying rules in one place. When you change who counts as a good lead, you change the logic once and every automation hanging off that ending follows.
Pro tip
You can also start an automation when a response comes in and use a Branch to split it. Endings are better when the form already decides; a Branch is better when the automation decides.
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