In this 8-part course, you’ll learn how to quickly get started with creating digital forms in Sweet Forms – step by step. You’ll discover how to use different question types, set up validation rules to ensure correct data, and create visibility rules that adapt the form based on the user’s answers.

We’ll also show you how to publish and share forms so they can be used for onboarding, customer surveys, or internal processes. Perfect if you want to collect data in a structured and digital way – without the hassle.

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Learn how simple and smooth it is to digitalize the signing process for all types of documents requiring legally binding signatures. With Sweet Forms’ integration to the e-signing provider Scrive, you can easily create fully digital forms that end with a secure signature – for example, using Swedish BankID.

You’ll learn:

• How to use e-signing to digitalize onboarding, agreements, or other documents

• How to validate and set rules for required fields

• How to configure Sweet Forms to control e-signing behavior

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In this video, you’ll learn how to use Flow Trigger – a feature that allows you to start automated workflows or integrations directly from Sweet CRM or Sweet Forms.

With Flow Trigger, you can add a button in the interface that a salesperson, case handler, or admin can click to launch a predefined flow. That might mean sending an email, creating a notification, updating external data, or triggering an integration – exactly when it’s needed.

The video shows how to configure the button, connect it to the correct flow, and how it works in practice. Perfect for creating more control, flexibility, and speed in how automation is run – without waiting for scheduled tasks or triggers from other systems.

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In this short video, you’ll get an introduction to how Sweet Automation can help you automate different parts of the customer lifecycle – from first contact to loyalty.

You’ll see how automation can be used to deliver relevant, personal, and impactful experiences at every stage of the customer journey. By connecting data and building smart flows, you ensure the right actions happen at the right time – whether it’s onboarding, follow-up, activation, or reactivation.

Perfect for anyone who wants to streamline the customer journey, strengthen relationships, and free up time for what truly creates value.

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