How to segment leads and trigger automations in Autopilot

Adding contacts to Autopilot lists and journeys

ConvertFlow's powerful automation system let's you trigger automations in Autopilot on contacts, when they engage with CTAs, submit forms and visit your web pages.

Triggering Autopilot  automations with forms and buttons
From the CTA builder, click on any form or button elements you add, scroll the options panel to the "Automations" dropdown, and choose "Autopilot" from the first selection field.
You can then choose the type of automation you would like to trigger.
Autopilot automation types include...
  • Add to list
  • Remove from list
  • Trigger a journey
Triggering Autopilot automations on page visits and CTA goal completion in Flows
You can trigger Autopilot automations when someone completes a goal in your Flow. 

Whether it's a "Visit" or "CTA" goal, you can add automations to be triggered upon the completion of the goal.