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Forms are often the first step in connecting with your customers, whether it’s getting new leads, taking bookings, or collecting feedback. But what happens after they hit “Submit”? If everything relies on manual follow-up, you’re probably wasting time and missing chances to respond quickly. That’s where automations come in.

I’ll show you how to make forms and automations work together to save time and create a smoother experience for both you and your customers. I will also walk you through building forms that collect the right information and setting up simple automations that handle the next steps automatically.

We’ll look at how to link your forms to actions like sending confirmation emails, triggering notifications, or creating tasks, so you can keep everything organised without the extra effort.

By the end of this session, you’ll know how to turn a basic form into a powerful tool for your business. Whether you’re starting fresh or improving your current setup, this workshop will help you work smarter, respond faster, and stay on top of things with ease.

Marketing Automation
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