Automations and forms

Create automated journeys and collect information.

How to create an automationBuild a flow that reacts to an event and carries out the right actions in the right order. How to create and publish a formBuild a form, confirm what it collects and publish it when you are ready to receive responses. How to monitor and fix an automationReview flow runs, find the step that failed and correct it without losing context. How to review and work with form responsesReview each response, connect it to the correct lead and decide the follow-up it needs.