Clicking a Checkbox Automatically Sends Info

Developer Support CMS Development
1

Hello,

We have a form set up so that customers can request more info when they fill it out, and includes a checkbox that can be clicked if they would also like to have a specific information package. But I’d like to know if there’s a way to automatically send a document only to those who check the checkbox (and as long as they fill out the form).

Thanks in advance for any advice!

2

You could create a list filtered to have only contacts who’ve checked the checkbox. Then create a workflow where on form submittal it sends an email to the person if they’re in that list. The email can contain a link to a landing page with the document (as Hubspot doesn’t allow document attachments in marketing emails).

3

Great, thanks for the help!