You may wish to start a Workflow as soon as a Lead submits your Lead Capture Form. You can choose between two methods for how the Lead Capture Form activates the Workflow:
The Lead Capture Form can activate a specific Workflow Template every time the form is submitted, or
The Lead Capture Form can activate one of several Workflows, based on the answer the Lead chooses from a "Choose From A List" Question.
To have the Lead Capture Form activate one specific Workflow every time the form is submitted, just choose the Workflow you'd like to start from the Workflow dropdown when editing the form on your Lead Capture page:
To have the Lead Capture Form activate one of several Workflows, depending on the answer chosen from the "Choose From A List" Question type on your Lead Capture Form, first you must add a "Choose From A List" Question:
After adding the answers the Lead can choose, just click the "Start Workflow" dropdown under each answer, and select the Workflow you'd like to start if the Lead chooses that answer:
This is an ideal time to add Project Tags depending on the answer the Lead chooses, as well. Project Tags drive our Pipelines feature, so adding a Project Tag that one of your Pipelines is watching for will drop the Project right into that Pipeline as soon as the Lead submits the form!
**Please note that you may use a lead workflow in the form details OR in a lead form question, but not both.