Unlock Seamless Customer Engagement with Form Automation in Your CRM 

The “Form Submitted” workflow trigger in GoHighLevel is a game-changer for your automation game. It’s the initial spark that sets off a chain of automated actions the instant someone completes and submits a designated form in your CRM. Think of it as the conductor leading your automated follow-ups, data organization, and internal alerts. This trigger takes the human element (and potential for error) out of the equation, ensuring those vital post-submission tasks happen quickly and accurately, every single time, thanks to smart form automation.

 Key Benefits of Using This Trigger 

• Serious Time Savings: Automate those repetitive tasks that follow form submissions – like entering data, sending out welcome emails, and setting up reminders. This gives you back valuable hours in your day.
• Better Communication, Right Away: Set up automatic responses that go out the second a form is submitted. Whether it’s a thank-you for the customer or a heads-up for your team, it happens instantly with form automation.
• Spot-On Data, Every Time: When a form is submitted, the info goes straight into your CRM. No more manual entry means fewer mistakes and always having the latest details – a huge win with form automation.
• Workflows That Fit Your Needs: You can create different automated sequences for different forms. This means you can have a specific set of actions for a lead form and a totally different one for a feedback survey, all powered by effective form automation.
• Built to Handle Growth: As your business gets busier and form submissions increase, this trigger can handle the extra load without you needing to hire extra help. It’s scalable form automation designed for growth.

This guide walks you through how to set up a “Form Submitted” trigger inside your GoHighLevel workflow—the key to unlocking smooth, smart form automation. Whether you’re following up with leads, sending instant emails, or organizing your team’s next steps, this setup makes your forms work harder (so you don’t have to).

In just a few clicks, you’ll learn how to choose the right form, lock in the trigger, and launch the perfect response—all part of building a reliable form automation system that runs like clockwork. Let’s dive in and get your workflow rolling!

• The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL

1.1  Click on the Automation Menu Item.

• Access the Automation section of GoHighLevel
  • You’ll now be in the Automation section of GHL, where you can access the Workflow  section from the top menu.

1.2  Click on the Workflow menu link.

1.3 Click the Create Workflow button.

1.4. In the dropdown menu, select Start from Scratch.

You can also:

• Open an existing workflow if you want to add a “Form Submitted” trigger to one you’ve already set up.
• Use a prebuilt workflow recipe if you’d rather skip the setup and jump straight into a proven setup based on your needs.

• Make your automation start when a form is submitted.

2.1.  Once you’re inside your workflow, look for and click the “+ Add New Trigger” button.

• A panel will slide in from the right side of your screen, showing you all the available triggers.

2.2.  Find and click “Form Submitted” from the list.

• Tell GoHighLevel exactly which form to watch for.

3.1.  You can change the name of the trigger to make it more specific or leave it as is.

3.2. To tell GoHighLevel which specific form submissions should start this workflow, click the “+ Add Filter” button.

• This lets you narrow down when the automation should run.

• Make sure only the right form triggers your workflow.

4.1.  In the dropdown menu that pops up, find and select the filter option called “Form Is”.

• This tells the system you want to trigger the workflow based on a specific form being submitted.

4.2.  Another dropdown menu will now appear. Click on it and choose the exact form from your list of created forms that you want to use as the trigger for this workflow.

• For example, you might pick your “Website Contact Form” or your “Post-Purchase Survey.”
• If you skip adding a filter here, any form submission in your system could potentially trigger this workflow, so be sure to select a form if you want it to be specific.

4.3 After you’ve chosen any filters (specifically the form), make sure to click the “Save Trigger” button.

• You’ll find this at the bottom of the trigger setup section, and it confirms all the changes you’ve made.

• Tell the system what to do after the form is submitted.

5.1. Click the “+” button to add the first action in your automation.

• This could be sending an email, assigning a task, tagging a contact, etc.

5.2. Give your workflow a clear, descriptive name.

• Something like “New Contact Follow-Up” or “Post-Survey Email Sequence”.

5.3. Don’t forget to hit Save!

Let’s dive into some actual scenarios where the Form Submitted trigger can seriously boost your business through effective form automation:

• Instant Lead Engagement: When someone fills out a “Contact Us” form, you can automatically add them as a contact in your CRM, send them a personalized thank-you email, and create a follow-up task for your sales team to connect.
• Smarter Lead Qualification: For a “Service Inquiry” form, you can set up actions to automatically assign a lead score based on their responses, move them to the correct stage in your sales pipeline, and notify the right salesperson – all thanks to intelligent form automation.
• Seamless Event Coordination: When people register for your webinar using a form, you can automatically add them to an attendee list and shoot them a confirmation email with all the essential details. You can even set up reminder emails leading up to the event using further form automation.
• Turning Feedback into Improvements: After a customer submits a feedback form, you can trigger a thank-you email and log their comments in a designated spreadsheet for your team to review. You could even set up alerts for negative feedback to address issues promptly through form automation.
• Effortless Appointment Booking: When a potential client requests an appointment via a form, you can automatically create the appointment in your team’s calendar and send a confirmation SMS to the client, as well as an internal notification to the relevant staff member – all part of efficient form automation.

The Form Submitted workflow trigger in GoHighLevel is a real workhorse for making your business operations smoother and enhancing how you connect with your audience. By automating the steps that happen after a form is filled out, you’ll not only get back valuable time but also ensure that communication is timely and relevant.

So, dive in and start exploring the possibilities of form automation today – you might just be surprised at the impact it can have on your business growth.What are some ways you’re thinking of using form automation in your business? Share your thoughts in the comments below!