send emails automatically

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New Contributor

Hi I have a hubspot from with 1 drop down where i have 3 options  suppose

1. Purchase

2. Sales

3. customers

 

once the user will fill the form and select any 1 option from thedrop down I want to send particular email with automation to that contact and this will be happened for each user who will fill the form and select the option from the drop down and add email details... 

 

How I can achieve this in  hubspot ?

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Community Thought Leader

Hi @creativepayal17

 

There are a number of ways to achieve this, i.e.:

 

  1. A single workflow, triggered when the propterty is populated, with if/then branches that control which value results in which email send
  2. Multiple simple workflows that are triggered by the property having one of the specific values
  3. One of the above but triggered by a different condition, a form submission for example

Each one will give you slightly different controls, goals and measurement so the right one will hopefully present itself as you start to build something out. 

 

Let me know if you need any more help.


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

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

7 Replies
Community Thought Leader

Hi @creativepayal17

 

You would need the workflows feature of Marketing Hub Pro - do you have that?


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

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

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New Contributor

yes I have the access of work flow but how it will work ... do i need to create separete workflow for each option in the drop down or only one workflow will work which will send the separate emails as per the  selection of the drop down

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Community Thought Leader

Hi @creativepayal17

 

There are a number of ways to achieve this, i.e.:

 

  1. A single workflow, triggered when the propterty is populated, with if/then branches that control which value results in which email send
  2. Multiple simple workflows that are triggered by the property having one of the specific values
  3. One of the above but triggered by a different condition, a form submission for example

Each one will give you slightly different controls, goals and measurement so the right one will hopefully present itself as you start to build something out. 

 

Let me know if you need any more help.


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

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

New Contributor

it means I need to create the 3 different workflows for each 3 options in drop down to send the different emails to them right ? We can not control with a single workflow 

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0 Upvotes
Community Thought Leader

Hi @creativepayal17

 

You can use one workflow, with mutliple if/then branches that check the value in the property, i.e.:

 

  • If value = purchase then send email 1, if not:
  • If value = sales then send email 3, if not
  • ...

Hope this helps.


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

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

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Highlighted
Regular Contributor

Hi Everyone,

While working on workflows you may find you need to redo the same branches over and over again. An idea to solve this seems to be in planning.

It asks for branches to be reconnected to the main branch once an exception is dealt with - in most cases this would negate the need to clone branches over and over again - since this feature is in planning you could vote and request the branches connect to any section not just the main branch


Vote here:


https://community.hubspot.com/t5/HubSpot-Ideas/IF-branches-reconnection/idi-p/11322


Rachael

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Community Thought Leader

Hi @creativepayal17 

 

Did my reply help you resolve this? If so, please mark your question as solved.


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

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

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