A “use case” example for generating Leads using an Online Form to create a new Contact record and then use Automatizer to create a related Lead and Account record, as well as send a follow-up email to the submitter.

Pipeliner’s Online Forms feature is available to Unlimited Tier customers as part of their subscription. It is a paid add-on for Enterprise, Business and Starter customers. Please contact your Account Manager to discuss adding Online Forms to your subscription.

We’ll be using Pipeliner’s Online Forms feature to create a basic Lead capture form for use on our website ⤵

We’ll next create a new form ⤵

We’re naming our Form “Lead Capture Form” and basing it on “Contact” as our Primary record type ⤵

We’re creating our form so that it’s not too intrusive at this critical first point of contact, and so we’re only going to ask for the most key information, such as the responder’s name, business name, industry, phone number and email address, as well as providing a non-required field for capturing any additional information that the submitter wants to add ⤵

We’ve also created a hidden checkbox field so that we can pass information back to Pipeliner without risk of the submitter modifying the value. We’ll use this field to indicate that the Contact was created via our Online Form ⤵

We’ve also been mindful to click the “Settings” button and selected “Create Record”, and then mapped responses from our Online Form in both the “Update Record Form” and the “Create Record Form” ⤵

We’ve also clicked the “Record Identity” tab in our Settings and selected “Primary E-mail” as the field that will be used to identify any existing Contact so that the related record is updated, rather than having a duplicate record created ⤵

Our new form is then saved and activated by clicking the “Save” button at the top of the screen ⤵

And then we’ll choose “Save & Activate” ⤵

Next, let’s grab the embedded code for the form, which we’ll then hand off to our developer for inclusion within our website ⤵

NOTE: reCAPTCHA must be enabled in order for the form to be submitted. For assistance, please read our article: Enabling Google reCAPTCHA

After our developer confirms that our Lead Capture Form is functioning on our website, we can begin capturing Leads. The form itself will initially create a new Contact record if the Contact doesn’t already exist in Pipeliner, but we want it to do more, so we’re going to harness the power of Automatizer ⤵

Whenever a new Contact is created using our Online Form, an Automatizer process will automatically create a related Account and Lead record using the information that was gathered through our form. We’ll start off by creating a new Space Process in Automatizer ⤵

We’ll trigger the process to run whenever our Online Form is submitted. As seen below, we’ve selected “Online Form” as our trigger, and since our Online Form initially created a Contact record, we’re selecting “Contact” as our primary record and we’re selecting our “Lead Capture Form” from the list of available forms ⤵

We’re also skipping past any conditional filters, although we can easily apply conditions if needed ⤵

Next, in our “Action” node, we’re selecting Create Related Record as our “Action Type” and then choosing Account as the “Record Type” ⤵

We’re next using the mapping feature in the “Create Record Form” to create our new Account record using the “Business Name” from our Online Form. We can map any other related field from the form as well ⤵

After saving our “Create Record Form”, we’ll add another “Action” to our process, but this time around, we’ll be creating a related Lead record ⤵

Finally, we’ll add another “Action” to our Automatizer process in order to send out a “Thank You” email to our Online Form submitter ⤵

We’ll map the submitter’s email address in the “To” field ⤵

And we’ll then personalize the rest of our message ⤵

Once finished, we’re ready to publish and activate our Automatizer process ⤵

In conclusion, whenever a prospect submits our Online Form, Pipeliner will create a new Contact record and then Automatizer will create a related Account and Lead record, and then send a follow-up email to the submitter.