Hello, I am trying to figure out how to customize the form that captures our leads on our landing page, to send to different emails contingent on the customer location. Say for example: customer says they are in London, I want that to go to our outbound team. If customer says they are outside of London, go to our inbound team. I attempted adding a dropdown menu and building a workflow through that, but to no avail. Any advice is appreciated! Thank you!
Hi @colleen2start,
This would be done with a contact-based workflow. I’ve drafted an example below:
In the enrollment criteria you would specify the form that you’re referring to. Using an if/then branch, you would branch on whatever property is relevant, I chose City for demonstration.
In each branch, you can then either notify a person, an owner or a team with an internal email. Alternatively, you could also directly assign the contact to a user (Set property value in the right actions sidebar, Contact owner) or, depending on your subscription rotate these leads among a team (Rotate record to owner).
Let me know if you have any follow-up questions!
There are so many amazing features in the hubspot but I am looking to add the video features in my website kindly guide me about it.