topic Re: Tracking both form submissions and email replies as conversions in one report in Dashboards & Reporting

Tracking both form submissions and email replies as conversions in one report

DMebane — Thu, 23 Oct 2025 21:06:51 GMT

Hi everyone,

I’m looking for a way to create a single report that tracks two types of conversions:

Form submissions for one specific form (our standard HubSpot-tracked conversions).
Email replies from contacts who received our outbound HubSpot emails and replied asking to book a meeting with sales.

The challenge is that HubSpot doesn’t count email replies as conversions, so they’re not appearing in the same reports as our form submissions. Ideally, I’d like to see both types of engagement together to measure total conversion activity from our outbound efforts.

Has anyone found a good way to capture and report on both of these conversion types within one dashboard or report?

Any suggestions or workarounds (e.g., using custom properties, workflows, or custom events) would be much appreciated.

Thanks!

Drew

Re: Tracking both form submissions and email replies as conversions in one report

STierney — Thu, 23 Oct 2025 22:56:51 GMT

Hey @DMebane - thanks for posting in the Community!

I'd like to tag in some Reporting experts to see if they have any insight for us! @karstenkoehler, @Phil_Vallender, and @franksteiner79 - any thoughts here?

Shane, Senior Community Moderator

Re: Tracking both form submissions and email replies as conversions in one report

karstenkoehler — Fri, 24 Oct 2025 04:01:55 GMT

Hi @DMebane,

I am not aware of a way to do this that does not result in a disproportionate amount of work. It is definitely going to be easiest if you don't attempt to view this information in one report but simply create two that you place side by side on a dashboard.

The by far simplest option then seems to me to have one form submission based report (1) and one meeting based report (2) – the latter equating a booked meeting with a reply as you'll also receive replies that do not have a meeting booking intent.

One of the reasons why this is hard to combine is that you can't simply store the information of the conversion on the contact record. That would flatten potentially multiple conversions and only count as 1. That means that you'll have to look into a custom object which you then create for each form submission (easy) or inbound email (also doable, but probably messy). Then, you'd be able to visualize the count of custom object records on a timeline, by type (e.g. form submission or inbound email).

Best regards