Send an automated email response the first time a form is submitted

JuliaMongeau — Wed, 06 Feb 2019 21:59:57 GMT

If you only want contacts to receive an automated email the first time they submit a form, Marketing Hub Professional and Enterprise users can set up a workflow to accomplish this.

First, create an automated email to send in the workflow.
In your HubSpot account, navigate to Automation > Workflows.
In the upper right, click Create workflow.
In the left panel, select Contact-based as your workflow type, then in the right panel select Start from scratch.
Enter a name for your workflow, then click Create workflow.
In the workflow editor, click Set enrollment triggers.
In the right panel, select Form submission:

Select Contact has filled out form, then click the dropdown menu and select your form.
Use the dropdown menu to filter by submissions on a specific page.
Click Done, then click Save.

By default, a contact will only be enrolled in a workflow once, so there is no need to adjust your workflow's re-enrollment settings for this particular workflow because you only want the email sent once.

Click the plus icon + to add an action to your workflow.
In the right panel, select Send email. Then select the automated email you created in the first step.
Click Save.
Click Review at the top-right.
When you’re done reviewing your workflow settings, click Activate to enroll your contacts.

Learn how to send different emails based on a contact’s form submission. If you have additional questions, reach out to the HubSpot Community.

topic Send an automated email response the first time a form is submitted in Lists, Lead Scoring & Workflows

Send an automated email response the first time a form is submitted