QuillForms

QuillCRM Automations integrates with QuillForms.

You can use QuillForms to build forms.

Let’s consider a scenario—if someone selects a particular option in the form, we’ll send them a follow-up email.

Step 1: Create a form in QuillForms

After clicking the New Form button, a new window will appear like this.

Click the + button to open a popup window where you can select your field type, such as Email, Short Text, and more.

Step 2: Create a new automation and add the ‘Form Submitted’ event.

After that, go to the Automation tab and select the QuillForms trigger.

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

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.

After that, go to the QuillForms plugin and submit the Contact Form to trigger the automation.

Click on share.

Then “Direct Link”.

Copy this link and paste it into the address bar of any browser.

Fill in these fields, and after that, an email will be sent if you select “Yes” for “Are you interested in?”

There you go!

So this was just one of the use cases of using QuillForms with QuillCRM Automations.

Your imagination is the limit!