We have a situation coming up where we will have companies registering to our services via an online contact form. From there, we would like to have an automated system whereby the person who submits an application form then recieves an email that contains a link that is unique to their organisation.
The link in question would be taken from a list of pre-generated links. So in an ideal world what would happen is we have a list of say 100 links in a table that runs from the letter “A” to “CV”. When the first person completes a form, they get the corresponding link “A”, when 2nd person completes a form, they get the corresponding link “B”, and so on until the 100th person gets the corresponding link “CV”.
Is anyone aware if HubSpot, or another service, is able to facilitate this type of solution? I am trying to work out if HubDB would let us do this, or if another solution is needed.
Hey @SFoley4 it’s a bit cumbersome to set up but it’s doable in workflows! What you could use is the “number of form submissions *company* property”
So you could setup your workflow to enroll a contact once they submit a form. Check if the contact has an associated company, then set branching logic from there. You could say something like:
If “number of form submissions (company property, not the contact one) is equal to 1” set the contact property “unique link” to “A”. If “number of form submissions (company property, not the contact one) is equal to 2” set property to B. ETC.
This becomes a big cumbersome since you will have to set up 100 branches, but once set up it will just auto set them.
Outside of this, the only other way I could think of would involve some custom logic using ops hub or a third party integration, but I couldn’t tell you the answer to that off the top of my head to be honest!
Hi @SFoley4 , if you’re open to using a 3rd party service for this I think we could help with a simple form + automation.
For context, Gluetrail is a no-code tool to build forms combined with automation and interactions. (We’re on the HubSpot marketplace)
For example, what you could do is:
Build your contact form on Gluetrail (custom domain or embedded on your site)
Upon form submission, query a Google sheet (for example) to get the next link available from your list and insert the name of your contact next to it to mark it as assigned
create/update the contact who submitted the form in HubSpot. And for that contact, update a custom property called “link” with the link that was assigned to them. That way you can trigger an email from HubSpot with the link as a merge field.
Happy to discuss your needs and show you if you’d like!