How to Auto-Add Jobs to Pipelines Based on Client Sign-Up Form
You can customize a sign up form for your clients, so that it can be used for capturing leads and onboarding automation. Based on the answers a client provides during their registration, a job can be automatically added to a pipeline.
To create this kind of sign-up form, you’ll need to provide multiple-choice questions, and then match each answer to a specific pipeline. This way, if a new client answers the multiple-choice question by selecting the Payroll option, for example, a job will be automatically added to your Monthly Payroll pipeline.
1. Navigate to Settings, then to Firm Info, go to the Client Signup tab, then check the Start jobs and trigger automations based on client signup answers checkbox.
2. Enter the question that will be shown on the sign-up page, then click on the Add answer link, and add as many answer options as needed. Because it is a multiple-choice question, the client can select from more than one option.
3. Enter the options for the answers. For each one select the relevant pipeline where the new job will be automatically created. If you don’t want to select a specific pipeline for some of the answers, leave any the fields empty.
4. That’s it! Click Save.