CRM

WHawkins3
Member

Create Salesperson Reminder to Unresponded Form Submission

SOLVE

We utilize hubspot forms on our website, and I am trying to ensure that a form submission does not go un-replied to.  

 

The form submissions are sent to a set group of our Hubspot users, and they receive the email notifiactions showing the form information. 

 

The goal would be to have a workflow action a reminder to that group of users if that form is not replied to by at least one of the HS users after a certain amount of time.  This is to ensure proper follow-up is made.  

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Salesperson Reminder to Unresponded Form Submission

SOLVE

Hi @WHawkins3,

 

This can be solved with a workflow the one shown below:

 

karstenkoehler_0-1669224727416.png

 

Adjust the form name, the time and the recipients of the notification and you're good to go 🙂

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Salesperson Reminder to Unresponded Form Submission

SOLVE

Hi @WHawkins3,

 

As long as the email is documented in HubSpot (via HubSpot Sales extension for Outlook, BCC address, manually), it will populate the Last contacted date and the workflow will work as expected.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Salesperson Reminder to Unresponded Form Submission

SOLVE

Hi @WHawkins3,

 

This can be solved with a workflow the one shown below:

 

karstenkoehler_0-1669224727416.png

 

Adjust the form name, the time and the recipients of the notification and you're good to go 🙂

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

WHawkins3
Member

Create Salesperson Reminder to Unresponded Form Submission

SOLVE

If the user is emailing a reply to the form submission, can they do it from outside HubSpot via Outlook if they have the Sales Plugin for Outlook installed? Or does it have to be from in HS?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Salesperson Reminder to Unresponded Form Submission

SOLVE

Hi @WHawkins3,

 

As long as the email is documented in HubSpot (via HubSpot Sales extension for Outlook, BCC address, manually), it will populate the Last contacted date and the workflow will work as expected.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.