Set Up Your First Automation Workflow

In this tutorial, we’ll build a simple workflow that tags a new lead and sends them a welcome email.

Step 1: Create the Trigger

Choose “New Form Submission” as the event that starts your workflow.

Step 2: Add an Action

Add a “Send Email” action and pick your welcome email template.

Step 3: Test and Publish

Submit a test entry to confirm everything fires correctly, then turn the workflow on.