Automatically organize contacts from a form (pipeline stage + folder)

📍 Where to find it: Reach your customers → Campaigns → Forms → Create a form → Destination

You can decide where each contact who fills in your form ends up: at a specific stage of your leads pipeline and/or in a contact folder. Everything happens automatically on submission.

How it works

The "Destination" block in the form editor offers a pipeline stage and a contact folder. When a visitor submits the form and a contact is created or found, Madyis Hub places them at the chosen stage and in the chosen folder. Placing a contact in a folder can also serve as a starting point for a Flow. You can create a new folder directly from this menu.

Step by step

1. In a form's editor, open the "Destination" block.
2. Choose the pipeline "Stage" where to place new contacts (or leave it empty).
3. Choose an existing contact "Folder", or "New folder…" to create one.
4. If you create a folder, enter its name.
5. Save the form: each submission will now place the contact at this destination.

Good to know

• Routing is "best effort": even if it fails, the form response is still saved.
• Placing contacts in a folder lets you then trigger a Flow (automatic follow-up).
• Leave the destination empty if you only want to collect responses without sorting them.