Did you ever solve this - I am trying to create a coded solution involving redirection to a hidden auto-populated form to enable this “email recipient actions update the Contact record via workflow”
Hi @auto-mate and thanks for reaching out to the HubSpot Community!
Here are some resources on the topic for information:
- Set your workflow enrollment triggers
- Workflows | Custom Code Actions
I’d love to put you in touch with our Top Experts: Hi @karstenkoehler, @danmoyle and @bendonahower do you have suggestions to help @auto-mate, please?
Have a lovely day and thanks so much!
Bérangère
Moderator note: I have moved your post for visibility. For reference, here is the thread where you posted: “Workflow trigger based on recipient?”.
Hi @auto-mate
You can trigger workflows from email engagement in a few simple ways. The easiest is to use workflow enrollment triggers such as “contact clicked a link in a marketing email” or “replied to an email.” From there, you can update contact properties or branch into different actions.
If you need to pass more specific information, you can redirect the click to a page with a hidden HubSpot form that auto-submits and updates the contact record. That form submission can then enroll the contact in your workflow.
For more advanced setups, you can also connect custom code or webhooks, but for most cases, clicks or form submissions are the most reliable way to trigger workflows from email recipient actions.
You are missing the context from the original thread. The email recipient is not the Contact.
Ahhh, that makes sense, if the email recipient isn’t the actual contact record, HubSpot can’t trigger a workflow directly from their action. Workflows only recognize tracked actions tied to contacts.
You could handle this by capturing that recipient’s interaction (like a click or form submission with an identifier) and then passing it back to HubSpot to update or create the related contact. Once the action is linked to a contact, your workflow can run normally.
If you’re sending emails to people outside your contact database, you’d need a middle step such as a simple form or webhook to associate their action with a HubSpot contact or object.