Would be invaluable to set specific form submissions (using the form name) as workflow triggers
For example, enroll the contact in the workflow if the contact has filled out any form which has MQL in it’s form name
OK yeah this is a sick ability for automation, definitely bump!
AGREE! We need this
This is definitely needed on our end too. We now have 150+ forms in our Hubspot site. Keeping our 300+ workflows up-to-date has become challenging whenever a new form is created. We want to be able to lookup for TOFU, MOFU, BOFU in our form names for enroll triggers.
This is well needed functionality.
I need to create a list based on specific form submissionsand having to add 25 forms to the List filter criteria is cumbersome and take time.
Need to be able to trigger from a workflowtoset a property when specific forms are completed.
Agree wholeheartedly! Our company has over 1800 forms and counting, so would love to be able to group by form name. Ideally, all that would need to be updated is just added the “contains any of” filter to the dropdown for form name. Right now the filter only has known, unknown, is any of, is none of.
Yes totally agree,
We also have a large number of forms (200+). I’m now working on a (more) consistent format for naming these forms, which will start with a unique code that will allow us to recognise variables such as department / geo / content topic, such as: “211 - XYZ - English - Gated content”.
It would be super helpful if I could build triggers that would combine all forms that start with “21”, or an additional filter for forms with “English” in the name, because these inbound leads would require specific follow-up.
I was now planning either one of these 2 approaches:
A) To also add this unique form number as a hidden field to each corresponding form, in the form of a newly created custom contact property. Then, as trigger I can add a filter for this contact property, that was added/adjusted when the form conversion took place.
Trigger would look like this:
1) Form Conversion = Any Form
AND 2) Custom contact property “contains / starts with” >>> 21 - XYZ
Or B) Automate the respective forms, adding all contact conversions to specific Contact Lists, that will correspond to the unique codes of the forms.
Then the trigger would be:
1) Form Conversion = Any Form
AND 2) Contact property = List Membership “contains / starts with” >>> 21 - XYZ
I will be testing this approaches, hopefully this can be simplified, using form names as trigger!
Hey Hubspot, any update on this request? The more forms we add to Hubsopot, the more prone we are to creating errors in our workflows and reporting…
Agree with this too!
We need to fire a workflow based on a form with a name that contains “Skills Assessment”. As this form will be created each time and will be called something different, but will always have these words in the title.
This would be really useful and make our workflows easier to maintain as we can easily set up naming convenentions based on which workflow we would like the form to interact with as opposed to trying to manually update the workflows each time a form is created.
Any update on this Hubspot? This is really needed…