Using Forms in Automations

Apart from the usual form integrations and mapping, you can also set up form-based automations in QuillCRM Automations.

The workflow will get triggered when the user submits a form on your website.

QuillCRM Automations integrates with popular form builders such as Elementor, Gravity Forms, WPForms, Fluent Forms, ContactForm7, Ninja Forms, Forminator Forms, Formidable Forms, MetForm Forms, QuillForms , SureForms, WSForms and Bit Forms.

It allows you to choose a particular form and map its fields with the ones in QuillCRM Automations.

Then, you can specify the actions, conditions, delays, and goals of the automation based on your use case.

In this documentation, you’ll learn about the different events, conditions, and merge tags related to form-based automation you get in QuillCRM Automations

Events

An event or a trigger is the initial input that kicks off your automated sequence.

You get a ‘Form Submitted’ event under different form builders.

Select the “Forms” tab, then choose any form type. To select QuillForms, the plugin must be installed first.

You will see the automation workflow. Click on the trigger to set the trigger settings.

After selecting the form type, choose the form you created in QuillForms from the Form ID dropdown menu.

Contact Field Mapping

Map the following required fields:

• First Name—Maps to contact’s first name
• Last Name—Maps to contact’s last name
• Email – Maps to contact’s email address (required)

For each field, you can either:

• Enter a static value
• Use merge tags by clicking the # icon
• Select from dropdown options

Email Field Options

For the Email field, select the appropriate mapping from the dropdown:

• Email Address – Standard email field

Other Fields

You can add additional custom fields by:

1. Click + Add Field button
2. Select the Field Label from the dropdown
3. Enter the Field Value or select a field/custom value
4. Use the # icon for merge tags
5. Click the trash icon to remove a field

Contact Settings

Configure how contacts are handled:

Lists

• Select which list(s) new contacts should be added to
• Choose from your existing contact lists

Tags

• Assign tags to contacts submitted through this form
• Helps with segmentation and automation

Update Options

Toggle these settings as needed:

• Update existing contact—Updates contact information if email already exists
• Update blank fields—only fills in empty fields on existing contacts
• Mark as Subscribed – Automatically subscribes contacts to your email list

After this.

Conditions

There is one condition that you get with your form submission event: Form Field.

Hit the Add New Condition button and click on the form builder when setting up conditions.

I will add a condition on the “Are you interested in” field. If the answer is Yes, an email will be sent; if No, nothing will be sent.

like this.

Merge Tags

Here are some common merge tags available for your form-based automations in QuillCRM Automations:

• Form ID—Pulls the Form ID 
• Form Title—Gives the title of the form
• And other fields—you create from your form.

You can use these merge tags to fetch and post the dynamic data entered on forms.

To fetch any field of your form, click on the copy icon next to the form field merge tag.

Now you can use this merge tag to push the ‘first name’ data on this form to your emails, SMSs, contact creation, and more.

That’s it! This was all about the events, conditions, and merge tags available for form-based automations in QuillCRM Automations.