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Solved
keshav-hopstack on January 24, 2023
Hi folks, I want to create an automated email workflow triggered by form submissions where the logic branching is done using the URL of the page where the form submission was completed. The email content will be determined using the Page URL. read more
Accepted Solution
Hall of Famer | Partner
January 24, 2023 21:33
Hi @keshav-hopstack , Depending on whether you're referring to HubSpot forms on HubSpot pages or non-HubSpot pages, the approach differs. ...read more
Solved
Dedra77 on November 08, 2022
After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
0 upvote
10 Replies
Accepted Solution
Top Contributor | Diamond Partner
November 09, 2022 05:27
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...read more
Solved
DMWinter on September 21, 2022
I've set up a basic automation to inform us on Slack when a form is filled in. It goes: Trigger: A form is filled in > If/Then: Branch: which of our four forms was it? > Send slack notifications to the relevant people based upon which f read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
September 21, 2022 15:35
You could refine the submission to look for when it was submited (ie: submitted < 1 day ago). But that wouldn't solve if someone submits a form a...read more
kaitlynwells on July 06, 2022
Hi all, I am hoping someone can help me figure this out. I have created a chatflow that essentially mimics a progressive demo request form. Ultimately depending on the quick reply responses from a user, we will route information to different teams. read more
0 upvote
2 Replies
Contributor
July 08, 2022 07:22
Thank you, I had been doing this already on the product selection. I ended up adding more properties to divert what I needed into another if/then bra...read more
AStuder on June 28, 2022
We are generating leads for some of our vendors and want to forward those leads (with their permission of course) to those vendors for direct follow up (the 3rd party entity would hire those leads, not us). I know how to create the workflow and read more
Top Contributor | Platinum Partner
July 01, 2022 09:10
Alternatively, you could set up a workflow to send an internal marketing email to these email addresses. That way they don't have to be HubSpot users...read more
Solved
bikeage23 on June 09, 2022
Hi Everyone, We receive a number of sales inquiries but a large number are not viable. Currently we are using a simple web form to gather inquiries and manually sending a HubSpot questionnaire to quality leads to gather more information and crea read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 09, 2022 05:24
Hi @bikeage23 , Lead status could definitely be used to trigger an automated marketing email, yes. You would set up a contact-based workflow...read more
Solved
amber-square2 on May 18, 2022
Currently, in workflow triggers and reports, forms are very all or nothing: either selecting that someone filled out one specific form or choosing submissions to all forms. I would love to be able to add some kind of tag or categorization to for read more
0 upvote
3 Replies
Accepted Solution
Key Advisor
May 19, 2022 05:35
@amber-square2 - First, let me say I feel your pain and as strict as I am with naming conventions in my own organization, I would completely agree ...read more
Solved
Leigh_Oxley on December 15, 2021
We're trying to capture very specific values for our lead source custom property. The values in Hubspot's default Original Source fields aren't specific enough. For example, we've set up landing pages for various sources, with forms that will stamp read more
Accepted Solution
Hall of Famer | Partner
December 15, 2021 11:19
Hi @Leigh_Oxley , HubSpot forms will always overwrite an existing value so any solution here will require contact-based workflows (meaning a P...read more
Solved
AHudson on May 25, 2021
Hey there! We have a Hubspot form that will be externally syndicated (not hosted on our Hubspot pages) and I need to build a workflow so we can assign the inbound submissions to the sales team. Can someone confirm, that by selecting 'any page read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 25, 2021 20:41
Hi @AHudson , Yes, these submissions will be included and contacts who submit your form embedded on an external site will enroll in this workf...read more
PedroLima on March 01, 2021
Hi Hubspot community, I am struggling to build a workflow with the options provided by Hubspot upon form submission. Please could anyone help me out? My HS account is linked to Salesforce and what is happening is that leads gets reconverted and o read more
Participant
March 04, 2021 10:52
Hi @Ben_M , I will repost the previous answer since its format does not help... New means that the contact has been requalified.... I have mana...read more
Bob2245 on February 24, 2021
Really curious if I can build something like this! Here's my situation: Some business context: The business buys, refurbishes and re-sells heavy industrial machines. That means every sold piece of equipment is unique: each has its own mileage, s read more
Member
July 06, 2022 02:59
We need this desperately. We are running a two sided market place, and contacts can be attached to multiple deals. However when they fill out forms i...read more
Solved
lizchartrand on April 22, 2020
Hello! I am building a set of workflows for our Closed Won Deals. I've build something based on CTA interaction and then realized I wasn't familiar with possible CTA limitations. Here's a bit of background: In the 1st workflow, we set/copy read more
0 upvote
1 Reply
Accepted Solution
Top Contributor
April 23, 2020 04:57
Hi @lizchartrand , Great question and thanks for sharing the details. I might have two solutions to your problem. I'll explain my suggestions...read more
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