Lead Capture Tools

NDemetri
Participante

Leads

resolver

Just wondering if you could help/guide me?

I need to add myself to receive the leads when they come in through hubspot so I can then allocate them against an account manager – are you able to tell me how to add my email on to receive the leads that come in?

 

Thanks 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Leads

resolver

Hi @NDemetri,

 

If you're not on a Professional subscription and don't have access to workflows, your best option is to add your email address to be notified in the settings/options tab of each form. (There isn't a general setting, you need to edit each form that way.)

 

If you do have access to workflows, let me know, then there's a better option.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Leads

resolver

Hi @NDemetri,

 

That depends on how exactly leads come in (import, integration, form submissions) and which HubSpot subscription you're using – can you share more context?

 

Thank you!

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.

NDemetri
Participante

Leads

resolver

We receive them through form submission, I am not sure what subscription we are on. 

When the submissions come in I will need them to be emailed across to me 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Leads

resolver

Hi @NDemetri,

 

If you're not on a Professional subscription and don't have access to workflows, your best option is to add your email address to be notified in the settings/options tab of each form. (There isn't a general setting, you need to edit each form that way.)

 

If you do have access to workflows, let me know, then there's a better option.

 

Best regards!

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.