Automatically sync your Web Form submissions to your Workflows. Web Forms enables users to gather the information they need from their leads and contacts from forms that can be added to their websites and social channels. Once the information is obtained, they can input submissions into their Nimble database and now add them directly to their Workflows.

To get started creating web forms, take a look at this article: Getting Started with Nimble Webforms

The workflow feature enables you and your team to track all of your most important processes as they move from one stage to the next until they reach a successful outcome. Learn more about Workflows here: What is Nimble's Templated Workflow Feature

When creating your web form, you'll have the option to add submissions to a workflow.

From the Form Settings, click the After Submit Actions tab, enable Create Contacts on Form Submission, configure the contact fields and scroll down to Add Contacts to Workflows.

To enable adding contacts to workflows, toggle the "Add Contacts to Workflows" switch to the right, choose the desired workflow and stage, and then save your changes.

Now when you receive a submission, you will see those created contacts appear in the selected stage of your workflow!

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.