Reporting from a Form Submission
SOLVE
1 Accepted solution
Reporting from a Form Submission
SOLVEHi @ShelbyD,
As far as I know, it's not possible to create a report on form submissions in HubSpot. You can see form submissions in the Submissions tab of the form itself (Menu > Marketing > Lead capture > Forms > click on form > tab Submissions) and you can have form submissions sent to specific email addresses (tab Options in forms editor). However, it's not possible to create a report visualizing form submissions. Reports will look at property values, not specific submissions.
As a workaround, you could save new HubSpot form submissions into Google Sheets rows with Zapier: https://zapier.com/apps/google-sheets/integrations/hubspot/1758/save-new-hubspot-form-submissions-to...
This sheet could be easily analyzed and sent via email.
I want to highlight that in most scenarios, reporting on the property value is almost identical to reporting on the form submission. If you create a report on specific properties, filtered by "Recent conversion date is today", it's unlikely that you'll get information that was not submitted through a form.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Reporting from a Form Submission
SOLVEHi @ShelbyD,
As far as I know, it's not possible to create a report on form submissions in HubSpot. You can see form submissions in the Submissions tab of the form itself (Menu > Marketing > Lead capture > Forms > click on form > tab Submissions) and you can have form submissions sent to specific email addresses (tab Options in forms editor). However, it's not possible to create a report visualizing form submissions. Reports will look at property values, not specific submissions.
As a workaround, you could save new HubSpot form submissions into Google Sheets rows with Zapier: https://zapier.com/apps/google-sheets/integrations/hubspot/1758/save-new-hubspot-form-submissions-to...
This sheet could be easily analyzed and sent via email.
I want to highlight that in most scenarios, reporting on the property value is almost identical to reporting on the form submission. If you create a report on specific properties, filtered by "Recent conversion date is today", it's unlikely that you'll get information that was not submitted through a form.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Reporting from a Form Submission
SOLVEReporting from a Form Submission
SOLVEHi @ShelbyD,
Could you elaborate what you're referring to when you say customer card?
Best,
Karsten
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Reporting from a Form Submission
SOLVEReporting from a Form Submission
SOLVEHi @ShelbyD,
No worries, however I'm still not quite sure what you mean. Are you referring to a contact record?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
