Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form, or a copy of the form itself. Trying to emulate the email that you get when you designate an email address on the contact form itself, but I need it to go to specific people based on a selection in the form.
Workflow: trigger email to a specific person withing the company but contains the info from the form
Hi @KSweeney27,
Yes, you can achieve this with a branch action and the “Send internal email notification action”.
For the enrollment trigger of your workflow, select your form and make sure re-enrollment is enabled.
Next, create a branch action (“Based on matching filter criteria”) and start building out branches. You should create as many branches as you want to notify different people within your company. The criteria are the answers in your form, e.g. branch 1 has the criterion “Preferred product is any of A”, branch 2 “Preferred product is any of B”.
Next, under each branch, use the “Send internal email notification” action. Here you can specify which users the notification should be sent to. (A recipient must be a user in your HubSpot portal.)
You can then build out your own notification by using personalization tokens:
The content of the notification can be the same under each branch, just the recipient would be different.
Let me know if you have any follow-up questions!
Thank you!! For some reason I did not put together that the personalization would be for the person who submitted the form. Appreciate you!!