Using Hubspot forms to create contact lists and other forms questions

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RodentSensor
Member

Hello,

I have a few questions about how I'd like to be using the hubspot forms, I can't seem to find and lessons on the features I'd like to be using, my questions are:

1 - Can our follow-up email be an email template?

2 - Once they fill out the form, the contact seems to just get put in with all other contacts, can I set certain properties to those who use this particular form and how do I do this?

3 - Can a new contact made from a form go straight into a spot in the Deals area?

 

A lot of the training videos I've seen are about the importants of maintaining contacts or teaching how to market better, but I have struggled to find many videos that go in depth into actually using Hubspot features (which buttons to click, options to select etc).

 

I assume there must be videos on these questions somewhere, any help would be appreciated.

 

Cheers,

Dylan

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Accepted Solutions
MatthewShepherd
Solution
HubSpot Employee

Hi @RodentSensor 

Some of the answers to the following depend on which level of Hubspot subscription you have:

1 - Can our follow-up email be an email template?

Yes (Marketing Huib Starter and above), see https://knowledge.hubspot.com/forms/send-an-email-response-after-a-form-submission

"Click the Email dropdown menu and select an existing follow-up email, or click Create new to create a new follow-up email:

With Marketing Hub Professional and above you could also use form submissions as a workflow trigger and send templated emails through a workflow.

2 - Once they fill out the form, the contact seems to just get put in with all other contacts, can I set certain properties to those who use this particular form and how do I do this?

Yes, by creating contact lists based on contact properties. For example, you can create an active list of contacts that filled out your specific form or who have a particular contact property value collected via your form: 
https://knowledge.hubspot.com/lists/create-active-or-static-lists
https://knowledge.hubspot.com/lists/determine-your-list-criteria


3 - Can a new contact made from a form go straight into a spot in the Deals area?

 

Yes, but this will require Hubspot workflows available in Marketing / Sales Hub Professional: https://knowledge.hubspot.com/workflows/how-can-i-create-deals-with-a-workflow

The Hubspot Knowledgebase tends to be where you get the finer details of where to find functionality, what to click etc.


Matthew Shepherd

Senior Inbound Consultant

Professional Services | HubSpot

He/Him

linkedin.com/in/matthewshepherd/
https://www.hubspot.com/services/professional

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MatthewShepherd
Solution
HubSpot Employee

Hi @RodentSensor 

Some of the answers to the following depend on which level of Hubspot subscription you have:

1 - Can our follow-up email be an email template?

Yes (Marketing Huib Starter and above), see https://knowledge.hubspot.com/forms/send-an-email-response-after-a-form-submission

"Click the Email dropdown menu and select an existing follow-up email, or click Create new to create a new follow-up email:

With Marketing Hub Professional and above you could also use form submissions as a workflow trigger and send templated emails through a workflow.

2 - Once they fill out the form, the contact seems to just get put in with all other contacts, can I set certain properties to those who use this particular form and how do I do this?

Yes, by creating contact lists based on contact properties. For example, you can create an active list of contacts that filled out your specific form or who have a particular contact property value collected via your form: 
https://knowledge.hubspot.com/lists/create-active-or-static-lists
https://knowledge.hubspot.com/lists/determine-your-list-criteria


3 - Can a new contact made from a form go straight into a spot in the Deals area?

 

Yes, but this will require Hubspot workflows available in Marketing / Sales Hub Professional: https://knowledge.hubspot.com/workflows/how-can-i-create-deals-with-a-workflow

The Hubspot Knowledgebase tends to be where you get the finer details of where to find functionality, what to click etc.


Matthew Shepherd

Senior Inbound Consultant

Professional Services | HubSpot

He/Him

linkedin.com/in/matthewshepherd/
https://www.hubspot.com/services/professional

View solution in original post

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