Connect a form to a journey

Form-triggered journeys let you follow up immediately after someone submits a lead, quote, booking, or signup form.

What this feature is for

• Form-triggered journeys let you follow up immediately after someone submits a lead, quote, booking, or signup form.

When to use it

• A form collects an email address and should trigger follow-up.
• You want the lead added to Customers and contacted automatically.

Do it manually

1. Open Forms and confirm the form collects email.
2. Confirm submissions sync to Customers or a list.
3. Open Engagement and create a journey with a form-submitted trigger.
4. Add email steps and waits.
5. Submit a test form before using it publicly.

Ask Faster AI

Connect my [form name] form to a follow-up journey. Make sure the form collects email, syncs the person, and ask me to review the first email before starting.

Review before saving or publishing

• Preview the audience count and a few sample recipients.
• Check sender, subject, links, unsubscribe behavior, and timing.
• Use a readiness check before sending, starting, or publishing a customer-facing campaign.

Common mistakes and fixes

• If the audience is empty, check list membership, rules, and contact email addresses.
• If an email cannot send, confirm sender setup and subscription group readiness.
• If reporting looks quiet, remember that recent delivery and open activity can take time to appear.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of connect a form to a journey.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Create a lead capture form
• Review journey reports