Chances are you're dealing with some kind of inbound lead. Sometimes however, the contact may be connecting with you via a form submission and not an inbound message. Remember, CloseBot will automatically respond on all message channels when a message comes in (as long as the tag ai off is not on the contact). But a form submittal will not trigger the bot to send a message. Here's an idea of how to get your bot to engage with a new form submission. This article assumes you've already connected your CloseBot account to this location per this article HERE.
1. Trigger an Outbound Message Action that Gets a Response
You should be very comfortable with this step, because it's likely how you handled form submissions before CloseBot. Create a new workflow that is triggered by a form submission, adding an action to send a message to the contact. Here's how that automation might look:
2. Let CloseBot know about Form Details
CloseBot won't automatically look at the form details that have been submitted, but you can let it know about any details you want by referencing the GoHighLevel custom field variables anywhere in your CloseBot account. For example, let's imagine we had a form field that updates a contact field called Form Notes. You can find the variable for that contact custom field and use that in your CloseBot account like this:
These variables can be used anywhere throughout your bot settings and will be replaced with the appropriate values (or blank if unfilled) when the bot decides how to respond.
3. Set Up Objectives to Skip Form-Filled Info
You likely have this same bot connected to inbound message channels where you want the bot to conversationally get a contact's name, email, etc. that it would already have if the contact filled out a form. Here's how you can get the bot to conversationally gather a contact's name, email and phone number, skipping any of these that are already filled out in GoHighLevel.
The objectives above show a bot that will conversationally gather contact name, then phone, then email. It will skip any of those objectives if it already sees that information in GoHighLevel. Learn more about how objectives work to qualify your leads, update fields and book appointments HERE!