Everest Forms Marketing Automation

Start an email sequence when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Add a subscriber to an email sequence or course.

Add a subscriber to an email sequence or course. Use the event when a specific Everest Forms form is submitted as the starting event, and identify the recipient by their email. Use the submitted email field or the logged-in submitter to identify the recipient. Choose the sequence and collect permission to send its emails. Choose a published sequence or course. If the recipient has already started it, Noptin resumes from their previous position.

Add a contact to a List in EmailOctopus when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Add a contact to a List in EmailOctopus

Remove a role from an existing user after a Everest Forms submission

1. When a specific Everest Forms form is submitted.
2. Remove a role from a user

Use a members-only form for someone to leave a role-based group. Identify their logged-in account in User ID or email address and select the fixed Role in User > Remove Role. The account must already exist. This removes only the selected role and keeps the account and any other roles. Check which permissions depend on that role before enabling the rule.

Add a contact to a List in Sendlane when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Add a contact to a List in Sendlane

Tag a contact in Agile CRM when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Tag a subscriber in Agile CRM

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Create or update a person in Ortto when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Create or update a person in Ortto

Create or update a contact in HubSpot when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Create or update a contact in HubSpot

Create or update a person in Pipedrive when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Create or update a person in Pipedrive

Tag a contact in Activetrail when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Group a contact in Activetrail

Choose the group in the action settings. This action has no create-new-contact option, so use it for a contact already in Activetrail.

Send an email when a specific Everest Forms form is submitted

1. When a specific Everest Forms form is submitted.
2. Send an automated email.

When a specific Everest Forms form is submitted, choose the intended email recipient: Site admin or Form submitter. Create automated emails from Noptin > Email Campaigns > Automated Emails. Choose the intended recipient and use only details available from the selected event.