Create opportunities and follow-up tasks from forms in 6am

Connect one native form to a sales pipeline in 6am. The rule is configured on the form; a separate workflow builder is not required.

• Owner: A company member with permission to manage contacts.
• Prerequisites: A native form (SOP 074), active pipeline and initial stage (SOP 005), and a current responsible member with contact-management permission.
• Outcome: Each new accepted submission creates one open opportunity and one pending task linked to its original private receipt.

1. Agree on repetition and ownership

Choose a person who will review the task list and a realistic number of calendar days until follow-up is due. This module does not notify the person automatically.

Every distinct accepted submission creates a new opportunity and task, even for an existing contact. Replaying the same request/ticket creates neither again. A person who opens a fresh form and resubmits can create another request; review repeated requests before acting. Existing opportunities, completed tasks and contact fields are not overwritten or reopened.

2. Configure the form

1. Open Lead capture forms in the correct company and edit the exact form.
2. Enable Create opportunity and task on submission.
3. Choose an active pipeline and its initial stage. Choose the responsible company member.
4. Enter the follow-up task title, Calendar days until due (0–30) and the timezone used to calculate the due date. Zero means the date of receipt in that timezone; one means the following calendar day, not the next business day.
5. Save. Saving unpublishes the form. Reopen the editor and verify the configuration, then return to the list and Publish.

The opportunity title includes the form name and submission ID. The task uses the configured title. No rule is applied retrospectively to old submissions.

3. Prove the full result

Use controlled test details rather than a real customer's identity.

1. Open Share / embed, visit the public link and submit a unique test request.
2. In Form submissions, open the receipt. Check the received values, timestamp, form version and contact result.
3. Follow the opportunity and task links. Verify the chosen pipeline/stage, responsible person, Open/Pending statuses and calculated date. Open Original submission and confirm the exact request text.
4. Submit a fresh request with the same email and different message. Expect a second receipt, opportunity and task, but the same contact with its prior fields preserved. Confirm earlier opportunity/task edits remain unchanged.
5. Mark test opportunities Lost and tasks Cancelled with explanatory notes. Archive the test form when finished; retain its receipts for audit.

Use SOP 103 and SOP 104 for subsequent manual work. If tags are configured too, verify them with SOP 087.

4. Resolve exceptions

Identity conflicts, archived contacts or retired identifiers produce a receipt requiring review and do not create opportunities/tasks. Review the contact situation manually; there is no automatic approval or replay of these receipts.

An invalid pipeline/stage or missing/ineligible responsible member makes the public form unavailable. Repair the configuration, save, publish and test again. If creation fails, the transaction rolls back the contact changes, tags, receipt, opportunity and task together; do not treat an error page as a received lead.

To stop creating sales records but keep receiving requests, disable the option, save and republish. Earlier sales records remain. Removing stages or archiving pipelines in use is blocked until their references are resolved.

Completion evidence and limits

Record company, form, version, destination stage, responsible person, timezone/deadline rule, test receipt IDs and resulting opportunity/task IDs. Confirm who reviews new and overdue tasks. This version does not send messages, verify identity, grant marketing consent, deduplicate distinct requests or change behavior based on submitted answers.