If you want, I can make a more technical or, on the contrary, a more basic version, for a specific section: CRM, Marketing, Workflows, etc.
What is the best way to organize automatic mailing for new leads from a form on the website in HubSp
Hey @doverwatch this all depends on your business use case.
How often do you think someone who reaches out to you would like to be contacted? It depends on the form too.
In general an automatic email after a form submission is a great first step “Thanks, we’ve received your enquiry etc.”
From there, how often do you think these people would be interested in hearing from you to stay engaged with your brand? You don’t want to send too many emails as it risks unsubscribes.
It’s a bit of a trial and error process to be honest. I would say trial monthly and check your unsubscribe rate to see how the uptake is then work from there. It’s very much up to your company needs though.