The lead you answer in five minutes is worth several of the ones you answer tomorrow. In Orbit, any form or quiz can trigger an automation: when someone submits, steps like a follow-up email, a task, or a tag run on their own. You set it up once, in the form editor.
An instant acknowledgment email plus a task for you. The email tells the lead a human saw their message and sets an expectation. The task makes sure the personal follow-up actually happens. That pair takes five minutes to set up and covers the two ways leads die: silence and forgetting.
Quizzes make this stronger, because the automation fires with the score already on the contact. High scorers can get your booking link, low scorers can get a nurture email. See how to build a scored quiz.
One automation runs per form, so keep the logic in the steps. If two forms need different treatment, they are different forms.
Run steps automatically on every submission: send follow-up emails, create tasks, add tags, and wait between steps. You attach one automation per form, built from a recipe or from scratch.
Forms are on every plan, three of them free. Automations are on any paid plan, from $8/mo. The emails your automations send count toward your plan’s monthly sending allowance, which is 100 emails a month on the free plan and 2,000 a month on paid plans.
The first step runs as soon as the submission lands, so an instant-reply email reaches the lead while they are still on your site. Later steps run after whatever wait times you set.
Yes. Duplicate an automation, or save it as a template and attach the copy to another form. Each form runs its own copy, so editing one does not surprise another.
The automation panel on the form shows a small activity feed of recent runs. Submit a test yourself once after setup, and you will see the run and receive the email.
Attach a follow-up sequence to any form in five minutes. Start free.
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