Send Emails Automatically after a Form Submission with HighLevel Automation!

Set Up a Form in HighLevel

To trigger an email, you’ll first need a form. Head to Sites > Forms > Form Builder to create the form that will kick off your automation. You can build as many forms as you need for different workflows.

Build a HighLevel Workflow for Form Submissions

Next, navigate to Automations and click + Create Workflow. Choose Start from Scratch, then add the Form Submitted trigger. Select the specific form you want this automation to listen for — this is how the workflow knows when to fire.

Step 1️⃣: Choose your form as the trigger

Step 2️⃣: Add an action to send an email

Configure Your Email Action

Once the form trigger is set, it’s time to build your email. Add an Email action to the workflow. You’ll be able to customize:

✅ From Name

✅ From Email

✅ Subject Line

✅ Message Body

Use custom values (like the lead’s name or phone number) to personalize each email and make your message more engaging.

Advanced Tips for Smarter Automation

Want to take it further?

✅ Create multiple forms, each with its own workflow

✅ Use email templates for quick customization

✅ Personalize with custom values to boost engagement

This feature is a must for nurturing leads immediately and automatically - all from a single form submission.

Relevant Help Articles:

• Intro to Workflows and Automations

• HighLevel Form Builder Overview