Push to Workflow

Associate a workflow to your signup form to perform a lot of different actions on the contacts joining via this signup form. Once associated, contacts will automatically be pushed to the workflow and the specified actions will take place.

User Scenario

Mia runs an e-learning site that offers courses like French, German, Japanese. She creates a signup form for each of the courses and wishes to offer the French learning contacts with a few additional learning materials for the current month. Let us look how workflow helps her do this.

Mia creates an activity-based workflow and associates it to the the signup form created for the French course. This activity-based workflow assigns the tag "French Contacts_offer" with the lead score of 10 to every contact coming in that month.

1. Select Contacts from the Navigation bar and choose Signup forms.
   
2. Associate the desired list with the signup form after creating it's template.
3. Click Show advanced options.
   
4. Click Push To Workflow.
   
   
5. Select an activity-based workflow to be associated witht the form and click Associate.
   
   

Note: You can only have one workflow associated to the signup form, at a time.

Disable Workflow

1. Select the signup form for which you want to disable the workflow.
   
2. Use the toggle to disable the workflow.
   
   
3. You can also view the workflow reports.

Push contacts to Zoho CRM

1. Select Contacts from the Navigation bar and choose Signup forms.
   
2. Associate the desired list with the signup form after creating it's template.
3. Click Show advanced options.
   
4. Click Push to Zoho CRM.
   
   
5. Select the Zoho CRM account and the module to which you want to push the contacts.
   
6. Click Save after mapping fields between CRM and Campaigns.
   
   

Disable Push to Zoho CRM

1. Select the signup form for which you want to disable push to Zoho CRM.
   
2. Use the toggle to stop pushing the contacts joining via the form to Zoho CRM.
   
3. You can also view the report of the action.

Custom Tracking Text

1. Select Contacts from the Navigation bar and choose Signup forms.
   
2. Associate the desired list with the signup form after creating it's template.
3. Click Show advanced options.
   
4. Click Add Tracking Text.
   
5. Enter the text and click Save.
   

Related Articles 

Workflows |  Push to Zoho CRM