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Lead Capture Tools

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Solved

ChristoV on April 15, 2025

Create, but do not update a contact on Form Submission

We have a case where a random person filled in random data on a web form. The name and surname are wrong, but the email address does exist in our CRM. So now the data for this contact is incorrect. It seems that a possible solution is to create t read more

Reply Contacts Forms Workflows

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 15, 2025 05:31

Hi @ChristoV , HubSpot does not have currently any settings to prevent this, unfortunately. If you don't want fields to be overwritten, the fi...read more

Solved

dthomp43 on March 12, 2025

Put contacts into Workflow, or Workflow branch, based on specific selection during form submission.

Is it possible to enroll people into certain workflows, or certain branches within a workflow, based on what they select during a form submission? For example: I have a "Get A Demo" form on my website. One of the fields in that form is "Company Siz read more

Reply Forms Workflows

0 upvote

1 Reply

Accepted solution

JStreit1

Contributor | Elite Partner

March 12, 2025 16:37

Yes this is possible. Form submission fields get stored in HubSpot properties, so instead of targeting "form submission" information in your branch, ...read more

Solved

TLeen7 on February 17, 2025

Unable to send email notification

Hi, Does anyone know what could have gone wrong here? This workflow has been working perfect all along, now all of a sudden the 'send email notification' trigger no longer triggers for me. I have checked that notifications are on. Appreciate read more

Reply Workflows

1 upvote

13 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 17, 2025 11:30

@TLeen7 that's the end of the line here, unfortunately. Typically this gives more context. At this point, I'd recommend reaching out to HubSpot sup...read more

Solved

Mat_Cal on January 22, 2025

Creating and Optimizing a PDF Brochure Funnel with Double Opt-in in HubSpot

Dear HubSpot Community, I'm currently working on creating a PDF brochure funnel in HubSpot and need your help. I'm interested in implementing the following process: 1. Informational page about the PDF brochure 2. Email capture page 3. read more

Reply Best Practices How-To Professional Sequences Workflows

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 22, 2025 02:26

Hi @Mat_Cal , I'll try to answer everything in your post – but please keep in mind that the scope could fill multiple of hours of one-to-one c...read more

Solved

KNorberto on January 08, 2025

Removing Hubspot branding on Internal Email Notifications in Workflows

We use Internal email notifcations in a lot of our workflows to help traffic responses from members to team members to get them to follow up on questions. We have recently found that if you forward the email notice to the person to follow up on read more

Reply Best Practices Email Deliverability Knowledge Base Marketing Marketing Email Notifications Workflows

1 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 08, 2025 17:48

Hi @KNorberto , I agree - and so do other users: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-logo-internal-email/idi-p/397818 ...read more

Solved

linamveland on August 13, 2024

slack channels not showing on workflow

Hi! I just created a new Slack channel to receive lead notificaitons from HubSpot. However, when creating the workflow on HubSpot and selecting the new Slack channel, it's not showing up on the dropdown menu, in fact its even picking up channels we' read more

Reply Integrations Workflows

1 upvote

4 Replies

Accepted solution

linamveland

Member

September 03, 2024 22:10

Hii! It seems it was a glitch, its showing up now!

Solved

SShoaib on June 16, 2024

How to Set Up a Workflow Based on Dropdown Selections in Forms

Hello, I need help creating a workflow that branches based on the selections made in a dropdown field within a form. Which branch property should I select to achieve this? Thank you!

Reply Workflows

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 16, 2024 11:31

Hi @SShoaib , First select a branch: Then pick the first option: Select your property and make sure to select ...read more

Solved

JScharpe on March 14, 2024

Welcome workflow for New Leads only

I think I am overthinking this!!! I have a form to capture leads on our a landing page. This form will subscribe them to our mailing lists and provide them with a free PDF download. For each person who submits this form, I created a welcome work read more

Reply Workflows

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 14, 2024 11:48

Hi @JScharpe , The easiest way to do this is by using an if/then branch. In this branch, you would check whether the welcome email was sent to...read more

Solved

Casady54 on January 26, 2024

HS Form Association to Custom Object Record

Hello, I am looking for ideas, solutions, or suggestions. I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico. I am thinking of creating a read more

Reply Custom Objects Forms Workaround Workflows

2 upvotes

3 Replies

Accepted solution

TomM2

Thought Leader | Platinum Partner

January 29, 2024 05:46

Hey @Casady54 there's no way to automatically verify submissions in HubSpot against your own criteria, but you could do it manually through a list ...read more

Solved

AnnettePalmieri on January 24, 2024

Create an automation based on a field in a form

Hello everyone, I'm struggling with an activity I have to do... I created a form on the website using the Gravity Form Plugin of WordPress that is connected with HubSpot. I have a field with a dropdown (Job Title) and based on the selection I w read more

Reply Workflows

0 upvote

7 Replies

Accepted solution

FazleRabbihx

Participant | Platinum Partner

January 26, 2024 16:03

Hello! I see your form data is not getting properly. Have you connected the WP with HS using the tracking code? If yes, you need to map the form ...read more

Solved

AGupta024 on January 15, 2024

Analyse a workflow

I have set up a workflow on Hubspot and want to analyse it. Can you tell me how to do it?

Reply Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 15, 2024 05:40

Hi @AGupta024 , What exactly do you want to analyse? Generally speaking, this details page would be the first place to go: https://knowledge....read more

Solved

NJ_001 on October 13, 2023

Can I automatically copy uploaded files from a form to contact or deal attachment?

Hello All, I'm hoping to get some insights regarding an automation I’m trying to set up in our CRM. I’m relatively new to the system and exploring the functionalities related to file management and automation. Here’s a rundown of the scenar read more

Reply Forms Workflows

1 upvote

2 Replies

Accepted solution

NJ_001

Contributor

October 16, 2023 08:04

This is very helpful, thank you! It's solved.