---
title: "Lead Journey After Form Submission in ClearCRM"
description: "This article explains the step-by-step journey that happens once a visitor submits a form linked to a marketing campaign in ClearCRM."
url: https://help.clearcrm.com/en/articles/11156640-lead-journey-after-form-submission-in-clearcrm
collection: "Marketing"
updated: 2026-03-30
language: en
---

# Lead Journey After Form Submission in ClearCRM

This article explains the step-by-step journey that happens once a visitor submits a form linked to a marketing campaign in ClearCRM.

## What Happens When a Form is Submitted?

When a visitor fills out a form on your website or landing page — such as a signup form or resource request form — ClearCRM automatically triggers a series of actions in your marketing campaign workflow.

Here’s what happens next:

* * *

## Step-by-Step Journey:

## 1\. Form Submission Triggers the Campaign

-   The visitor submits the form with their information (name, email, company, etc.).
    
-   This action immediately **starts the campaign workflow** linked to the form.
    

## 2\. Lead Status Update

-   The lead’s status is **automatically updated** — for example, from "New" to "Contacted".
    
-   This ensures the sales and marketing team knows that the lead has engaged.
    

## 3\. Tag Added to the Lead

-   A **Tag** (such as "LM Sent") is added to the lead’s profile.
    
-   Tags make it easy to segment and track leads based on their actions.
    

## 4\. Automated Email Sent

-   The system sends an **automated email** to the lead.
    
-   This email could contain a lead magnet (like a market report), a thank you note, or any resource you choose.
    

## 5\. Monitoring Lead Engagement

-   After sending the email, ClearCRM **waits to see if the lead interacts**, such as clicking a link inside the email.
    

## 6\. Engagement Scoring and Tagging

-   If the lead **clicks a link**, two actions happen:
    
    -   **Points are added** to their Lead Score, helping prioritize more engaged leads.
        
    -   A new **Tag** (such as "LM Clicked") is added to indicate a higher level of interest.
        

* * *

## Why This Matters

This automated flow helps your team:

-   **Capture new leads instantly** without manual effort.
    
-   **Nurture leads** with timely emails and scoring systems.
    
-   **Identify engaged leads** faster for better follow-up and conversion rates.
    

By setting up this journey once, you can let ClearCRM handle the heavy lifting — and focus your time on closing deals instead of chasing new leads.