Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.

In the 'Inbound' application, find and select the 'Campaigns' tab, which is located between 'My Leads' and 'Reporting'. Once on the 'Campaigns' screen, go to the top right corner and click '+ New Campaign'.

You will see a list of available integrations. Select the 'Forms' icon and then click 'Continue' at the top of the page.

In the 'Campaign Name' field, input a descriptive name for your 'Forms' campaign. This could include the name of the business or a description of the campaign.

In the 'Select Forms' field, use the dropdown to select the form you wish to use in this campaign. You must have an existing form that you've previously built within the Forms application.

You can select the option to automatically add leads to the CRM by changing the toggle to 'On'. If 'On' is selected, you can select the type of contact record that you would like created. The toggle allows for either 'People' or 'Business'. When done, click 'Continue'.

You have the option to auto-generate new deals within the 'Deals' app each time a new lead is integrated. If you wish to auto-generate deals, select 'Yes, Create New Deals' and proceed to the next step. If not, select 'No, Don’t Create New Deals' and skip to step number 9.

If 'Yes, Create New Deals' is selected, a new menu will load, asking you to choose a Pipeline and the Deal stage for your new lead. After making your choices, proceed to the next step.

Select the Sales Representatives from your team that you want to assign to new leads. If you select multiple individuals, the system will alternate lead assignments between them. After this, select a phone number for SMS notifications (to be sent to the reps).

The 'From' field displays the name of the sender in the email. You can select the name from the dropdown menu.

In the 'Reply To' field, input the desired email for receiving responses.

The 'Subject' field should contain the topic of your email, like “New Lead from X Campaign,” for instance.

An open text field is provided for the body of your message with no character limit.

Attachments must not exceed a total file size of 20MB, although there's no cap on the number of files, provided the size limit isn't exceeded.

'Personalize' helps you to automatically input lead-associated or team member-related data.

Use the 'Use Template' option to expedite message setup using a predefined template from our Templates app.

After setting up the email notification, validate it by sending a test email. Once satisfied, click 'Continue'.

The SMS notification setup is similar to the email process, excluding a Subject field and support for attachments. You can still personalize your message or use an SMS template.

Click Continue at the top of the page.

Navigate back to the 'Campaigns' tab within the 'Inbound Application'.

You should now see your new campaign at the top of the list. Individual leads will now appear under the 'My Leads' tab.

If desired, you can complete a test form submission for the form. Your 'Inbound' app should update shortly with your new lead information.

Check that the right campaign is displaying and that the lead is assigned to the appropriate representative.