Lead Capture Tools

Hyroxware
Contributor

How to recognise what form a lead came from?

SOLVE

Hi, Is there a way I can recognise and trigger a workflow by what "webform" the contact came from?

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

How to recognise what form a lead came from?

SOLVE

Hi @Hyroxware,

 

Yes, in a contact-based workflow, you can either enrolment criteria or branches and then select "Form submission", which will lead you to a list of your HubSpot forms.

 

For example:

  • Click into the enrollment criteria box
  • Select "When filter criteria is met"
  • Click "Form submissions"
  • Find form and confirm

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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

How to recognise what form a lead came from?

SOLVE

Hi @Hyroxware,

 

Yes, in a contact-based workflow, you can either enrolment criteria or branches and then select "Form submission", which will lead you to a list of your HubSpot forms.

 

For example:

  • Click into the enrollment criteria box
  • Select "When filter criteria is met"
  • Click "Form submissions"
  • Find form and confirm

Let me know if you have any follow-up questions!

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.

0 Upvotes
Hyroxware
Contributor

How to recognise what form a lead came from?

SOLVE

Thanks I underatnd that. But I was wondering is there a way to tag or label the lead with a coloured "Tag" when a contact comes from a form?

 

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

How to recognise what form a lead came from?

SOLVE

@Hyroxware no, tags aren't supported in contact records: https://knowledge.hubspot.com/object-settings/prioritize-records-in-views-with-colored-object-tags

 

You can use the "Set property value" workflow action to label these contacts however.

 

Alternatively you can "tag" contacts directly through hidden form fields: https://knowledge.hubspot.com/forms/pass-contact-property-values-with-hidden-form-fields

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.

0 Upvotes