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Create Workflow
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Automation → Workflows → + New Workflow.
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Set Trigger
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Form Submission → Forms → Forms → Select the form.
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Add to CRM Pipeline
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+ Add Action → CRM → Add to Pipeline & Stage (choose the target Pipeline and Stage).
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Assign Staff
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+ Add Action → CRM → Assign Staff (select how you assign: fixed user, round-robin, weighted, etc.).
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Evaluate Condition (Check Assigned Staff)
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+ Add Condition → Evaluate Condition
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Field: CRM → Assigned Staff
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Yes Branch (“Y”) → Internal Notification
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On the Y path, + Add Action → Internal Notification.
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Channel: Email / WhatsApp / In-App.
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Recipient: the assigned staff
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(Optional) No Branch (“N”)
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Add a fallback notification (e.g., team group, manager) or leave empty.
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Save & Activate
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Save the workflow and toggle it ON.
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Not receiving WhatsApp notifications
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Ensure the scanned WhatsApp device is active/online.
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Confirm the correct number with country code (e.g.,
+91) is used in the action. -
Re-scan the device if it shows disconnected.
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Staff didn’t get the alert (Assigned only flow)
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Verify the contact was actually added to a Pipeline & Stage before the condition runs.
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Confirm Assign Staff action ran before the Evaluate Condition step.
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In the condition, ensure CRM → Assigned Staff matches the intended staff.
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No notification at all
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Check the workflow is ON.
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Review trigger form selection (Forms → Forms → Selected form).
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Check workflow History/Logs to see which step failed.
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Use Round Robin or Weighted assignment if multiple staff share leads.
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Keep separate workflows for team-wide alerts and assigned-only alerts if you want cleaner reporting.
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Store staff phone numbers with country code to avoid WhatsApp delivery issues.