HubSpot Ideas

KatAddison

Send Form Submissions using on Workflow

I want the ability to send form submissions in a workflow. 

 

We have multiple teams that work in various regions and I need to make sure that the team get sent the leads for the correct regions they manage. So i cannot use the email notification on the forms as this can send irrelevant leads to the wrong teams. 

 

Currently i have a workflow set up that sends an email to the teams and contains the personalisation tokens within the form. However, we have contacts who fill this out multiple times so we can often get old data being sent through to the teams which is confusing. 

 

So if i can instigate workflows based on form submissions, i want to be able to actually send the form submission to my team. 

2 Kommentare
LPrado
Mitglied

My team has the same issue. We have 8 regional managers across the US & internationally and cannot automate form submissions to be sent to the specific managers. It adds extra valuable time to our sales process having to manually forward. I'd like to see a fix ASAP. 

ESupportTeam0
Mitglied

Ys please!!!!!