Create Sales Opportunities in Capsule based on Form Submissions

Creating an Opportunity from an Automation is a time saver for your Sales team and ensures that no lead is missed.

This streamlines the process, improves lead management, and boosts conversion rates, all while reducing manual effort and errors. It’s a simple way to nurture leads and drive business growth.

To create the Automation:

Step 1: Set Up the Automation Trigger (Form Submission)

In the Transpond dashboard, navigate to Automation in the main menu.
Click Create New Automation > From Scratch.
Choose the Trigger "When a contact signs up from a form", at this point you'll need to select the form, the signup status (here you'll want to choose Signup Confirmed otherwise, the contact hasn't agreed for you to send them emails) and the contact status.

Step 2: Add delay step

After the Form action, click +, add Delay step (for 1 hour as an example).
This is a useful step so the contact doesn't get an email instantly after completing a form.

Step 3: Create the Email Sequence

After selecting your form submission trigger, click on +, then Send Email as the action type.
Here you can select the subject line, and choose the email address the email will be sent from. You'll also need to create the email content that you want to send to your Contacts. You can personalise the email with merge tags, such as the Contact's first name.
Save and configure the email.

Step 4: Track Email Opens

After the email action, click Add Wait.
Select Workflow Campaign Activity as the trigger type.
Choose the specific email you sent in the previous step
Select the condition 'Was opened' with no timeout

Step 5: Create an Opportunity

If the contact opens the email, you can now add an action to create an Opportunity.
Click Add Action > select Create Opportunity.
Fill in the necessary details for the Opportunity, such as the opportunity name, value, and milestone. You can include merge tags here to make it more personalised.

As part of the Automation you can also add tags and tracks to the Opportunity.

Step 6: Test and Activate the Automation

Before activating, test the entire process to ensure everything works as expected.
Submit the form yourself and ensure you receive the email, then check if the opportunity is created when the email is opened.
Activate the Automation:

Once you’ve confirmed everything is working, activate the Automation.

Now, each time a contact signs up via the form, they’ll receive an email, and if they open it, an Opportunity will be automatically created.