You can either read through the step-by-step instructions below or scroll to the bottom of the page to watch the recorded video for a full walkthrough. Click here to go straight to the video.
Overview: What Sign Up Form Automations Can Do
Sign up form automations allow you to trigger actions automatically when someone completes a sign-up form. These automations help ensure consistent follow-up and reduce manual work.
Common actions include:
Sending a single email, delivering a lead magnet - such as a free PDF, resource, or link - immediately after someone submits a form.
Launching or stopping a series
Updating custom field values
Creating tasks
Creating opportunities
Running multiple automations from the same form
Accessing Sign Up Form Automations
To access automations for a sign-up form:
Go to the Automation tab in the left sidebar.
Click Sign Up Forms.
Open the sign-up form you want to work with.
Click the Automations tab inside the form.
If you need help creating a sign-up form itself, refer to the separate help article on building sign-up forms before continuing.
Understanding the Two Automation Sections
Inside the Automations tab, you will see two distinct sections.
Trigger Automations When Someone Signs Up
These automations run immediately when someone submits the form.
This is the most commonly used section.
Use this when you want something to happen right away after form completion.
Examples:
Send a lead magnet email
Launch or cancel a follow-up series
Create an opportunity as soon as someone signs up
Schedule Emails and Texts to Send to All Sign-Ups
These sends go out at a specific date and time to everyone who signed up.
Best for event-related communication.
Common use cases:
Webinar reminder emails
Event follow-up emails
Post-event recap messages
Best Practice: Create Content Before Automations
Before building an automation, make sure the related content already exists.
Create first:
Email templates
Text templates
Series templates
Once these are created, you can easily select them when building your automation.
Creating a Trigger Automation
To create a trigger automation:
In the Trigger Automations section, click Create Automation.
Choose the action you want to take.
Available actions include:
Send Email
Cancel Scheduled Email
Send Text
Cancel Scheduled Text
Launch Series
Remove From Series
Set Custom Field Value
Create Task
Create Opportunity
Common Trigger Automation Examples
Delivering a Lead Magnet
Use Send Email
Select an email template with the attachment included
Ensures delivery only after a valid email is submitted
Launching or Stopping a Series
Use Launch Series to start a multi-step follow-up
Use Remove From Series to stop an existing series when the form is completed
Helpful for preventing unnecessary reminders after someone has already taken action
Creating Tasks or Opportunities
Use Create Task to generate a follow-up to-do
Use Create Opportunity to automatically add sign-ups to a pipeline and stage
Using Multiple Automations on One Form
You are not limited to a single automation per form.
Example workflow:
Launch a series
Cancel a previously running series
Create an opportunity
All of these actions can run automatically from the same sign-up form submission.
Using Conditions (Enterprise Feature)
Conditions allow you to control when an automation runs based on form responses.
How conditions work:
Select a field from the form.
Choose an operator (such as is).
Match it to a specific value.
Common use cases:
Sending different series based on dropdown selections
Tailoring follow-ups by interest, brand, or category
Assigning a Sign-Up Owner
You can assign sign-ups to a specific user or round robin. This is often used alongside conditions to route sign-ups to the correct person automatically.
Options include:
Assigning to a specific team member
Using round robin across all users or a specific team
Alerting the owner when a sign-up occurs
Key note: when a Sign Up Owner is assigned, any automation email triggered by that submission will send from that owner's account, not the account of whoever created the form.
Scheduling Emails and Texts for All Sign-Ups
To schedule emails or texts:
In the Schedule Emails and Texts section, click Schedule Send.
Choose Email or Text.
Select an existing template or draft one directly.
Choose Schedule Email or Schedule and Add Another.
Select the date and time.
Click Schedule.
Scheduled sends will appear in the Scheduled Emails section for the form.
Video Walkthrough
Use the timestamps below to jump to specific sections:
0:00 - Overview of what sign up form automations can do
1:03 - How to access sign up form automations
1:42 - Understanding the two automation sections
3:00 - Best practice: create content before automations
3:20 - Creating a trigger automation
3:56 - Common trigger automation examples
5:10 - Using multiple automations on one form
5:50 - Using conditions
7:01 - Assigning a sign-up owner
7:35 - Scheduling emails and texts for all sign-ups