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Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows
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What's New

Update Existing Contacts Using CSV New: Capture Calls and Leads from RingCentral and GoTo Connect Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows New: Automate Appointment Workflows with a New Trigger and Wait Node Event Attendee Export Now Includes Address and Tags Build High-Converting Landing Pages with AI — No Coding Required (Beta) Schedule Microsoft Teams Meetings from LeadCenter Cleaner UI with New Peek Icon, Click-to-Call/Email, and Faster Page Loads Redesigned LeadCenter Interface — Simpler, Faster, and Built on Advisors’ Feedback Customize Your Home Page Layout with Widgets Trigger Workflows When Contact Tags Change New Shortcodes Format in Email and Text Templates Manage Your Sales Pipeline with the New Kanban View Record Notes and Messages with AI Speech-to-Text Expected Production Field Added to Sales Pipeline Contacts Push Account Updates to Redtail New: Push Tags & Keywords to Redtail and Tasks & Notes to Wealthbox Set Appointment Reminders by Category Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! 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Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows

12/08/2025

We’ve expanded LeadCenter Workflows to support the new Form Submission Created trigger. Workflows can now start automatically whenever someone submits a form on your website or embedded forms — enabling instant follow-up, lead nurturing, qualification, and more.

What’s New

  • Form Submission Created Trigger – Start workflows the moment a form is submitted, whether it creates a new contact or updates an existing one.
  • Form Submission Filters – Filter workflows by form title, URL, UTM parameters, or form field values.
  • Contact Filters with Form Submissions – Further target automation based on contact data (stage, source, custom fields, etc.).
  • Works for Both New & Existing Contacts – Form-based workflows run whether a contact is newly created or already exists in your CRM.
  • Designed to Work Alongside All Other Triggers – Form Submission Created joins Contact Created, Contact Updated, and Appointment Created as available workflow triggers.

How It Works

  1. Create a new workflow or open an existing one in Workflows.
  2. Select Form Submission Created as the trigger.
  3. (Optional) Add a Form Submission Filter to run the workflow only for certain forms, URLs, campaigns, or answers.
  4. (Optional) Add a Contact Filter to target specific types of contacts.
  5. Add your actions — such as sending an email or text, updating the contact, assigning an owner, calling the contact, or creating tasks/steps.
  6. Activate the workflow. It will run automatically whenever a qualifying form submission occurs.

Example Workflow

Here’s a simple example of how you can use the Form Submission Created trigger to automate follow-up when someone submits your website’s contact form:

  • Trigger: Form Submission Created
  • Form Submission Filter: Only run when the form title is “Contact Us”
  • Contact Filter: Exclude contacts already in a later stage (for example, Stage is not Client)
  • Action: Automatically call the contact to follow up on their inquiry
Example form submission workflow in LeadCenter

Example workflow: trigger when the “Contact Us” form is submitted, filter by form title and contact details, then automatically call the contact.

Key Behaviors to Know

  • Runs for New & Existing Contacts – When a form submission matches a duplicate, the existing contact is updated and the workflow still triggers. When no duplicate exists, a new contact is created and the workflow triggers.
  • Email or Phone Required – Form submissions must include at least an email or phone number. If both are missing, the submission is rejected and no workflow is triggered.
  • Appointment Booking Forms Do Not Trigger Form Submission Workflows – Submissions created during appointment booking only trigger the Appointment Created workflow to avoid duplicated automation.
  • Form Submission Created + Lead Created May Both Trigger – When a form creates a new contact, both triggers can fire. Use filters (or disable unneeded workflows) to avoid duplicate automation.
  • Filter Compatibility:
    • Form Submission Filters work only with the Form Submission Created trigger.
    • Appointment Filters are not available for form submission triggers.
    • Contact Filters work with both Form Submission Created and Appointment Created triggers.

Why It Matters

  • Instant, automated follow-up when someone submits a form on your website.
  • Route leads, assign owners, and take actions based on specific forms or campaign data.
  • Personalize automation using contact details or form answers.
  • Avoid duplicate communication by using filters when combining form-triggered and lead-created workflows.
  • Consistent behavior across both new and existing contacts.

Questions or feedback? Reach out anytime at support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.