What are the different form actions ?

When a contact submits a form in Webmecanik Automation, you can trigger one or more automatic actions.

🛠️ How to access form actions

1. Go to Components, then click Forms.
2. Create a new form or edit an existing one.
3. Open the Actions tab and click the Add a new submission action dropdown menu.

📋 List of available form actions

👤 Contact & Segmentation Management

• Modify contact segments: Adds or removes the contact from one or several segments.
• Modify contact tags: Adds or removes tags on the contact profile for precise targeting.
• Remove from Do Not Contact list: Removes the contact from your unsubscribed list so they can receive emails again.

📊 Lead Scoring & Points

• Adjust contact points: Adds or subtracts points from the contact's overall lead score.
• Adjust contact points based on answers: Modifies the contact's score depending on specific choices selected in the form fields.
• Add to company points: Adds or removes points directly on the company entity linked to the contact.

📩 Communication & Asset Delivery

• Send email to contact: Automatically sends an email to the submitter (e.g., confirmation or welcome message).
• Send email to user: Sends an email notification to an internal team member whenever a form is submitted.
• Download an asset: Triggers an immediate file download (whitepaper, catalog, PDF) upon form submission.

🔄 Data Transfer & Tracking

• Save UTM tags: Captures tracking parameters (source, medium, campaign) associated with the submission.
• Send form results: Transmits a copy of the submission data via email to the contact, an internal user, or external recipients.
• Push results to another form: Transfers the submitted responses into a second form.

🔗 CRM & Native Integrations

• Send contact to CRM (Webmecanik Pipeline, Pipedrive, Divalto, etc.): Once a CRM plugin is enabled in your instance, a dedicated form action is automatically added. This allows you to manually push newly created or updated contacts straight to your CRM upon submission.
• Add contact to integration: Synchronizes the contact with a third-party application configured in your account.
• Webinar Registration (Webikeo, GoToWebinar): Automatically registers the contact for a scheduled webinar if the corresponding integration is active.

💡 Tip: You can combine multiple actions within the same form. For instance, you can assign 10 points to a contact, add them to a segment, send them a confirmation email, and push their profile directly to Webmecanik Pipeline simultaneously.