Hi HubSpot,
I want to create a workflow with if/then branch based on the form submission response. (Eg: if form response to Q1 is Yes, then send email, if No, then set property value.) From what i can see, workflow is only limited to whether form is filled up but not the response itself. Is there any workaround to this?
Thanks
Hi @DGanasan
The form submission is the trigger. For the if/then branch you would simply select the contact property, i.e. if “Q1 = Yes” then do xyz, if not do nothing or something else.
For example, I have this form:
One of the questions is “what best describes you” so I can segment form submissions.
In a workflow I can use the form submission event as a trigger, and then check which value the “what best describes you” property has, see example below.
I hope that helps.
Frank
Hi Frank, thanks for your response. I wasnt aware that a contact property is needed. Also a random ques, is it possible for the contact to go down several branch at once if value is met? Using your example, if ‘i work in food production’ & ‘I own a coffee shop’ is checked yes, will it cause any error?
Hi @DGanasan
The contact property holds the value that is submitted by the form submission.
In my example, due to the property field type of the property, a contact can only ever have one value.
You can go down several branches, but the would need to change the workflow setup slightly, by having an if/then branch for each value and connect them via the “go to action” option in workflows, would looks something like that:
Hope that helps.
Frank
