APIs & Integrations

LifeCovered
Participant

3rd party Calculator results, capture contact info in HB + trigger email with results

Hi amazing Hubspot'rs,

 

I'm developing an html calculator, to be hosted on my wordpress site.

 

The idea is the calculator can become a lead generator as well.

 

Hence the challenge: When people access the calculator, fill in the details and get a results, I'd like to offer the visitor to have the results sent on email.

 

 - results is being stored in HB

 - contact details - name and email stored in HB

 - triggers an email response with custom results from calculator + some static content.

 

My business is in life insurance, and one of my purposes is to create engaging content that makes life insurance easy to understand. Thanks heaps all.

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WendyGoh
HubSpot Employee
HubSpot Employee

3rd party Calculator results, capture contact info in HB + trigger email with results

Hi @LifeCovered,

 

I hope all is well with you 🙂

 

When looking to capture external details into HubSpot, I'd suggest for you to explore into the option of using a form submission. This way, you'll have these options to explore:

Once the form submission is being passed into HubSpot, we can create a workflow and set the enrollment trigger to be something like (contact has filled out form submission xx) > Send automated email

 

Hope this helps to clarify! 

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