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keshav-hopstack le Janvier 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. Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 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. ...Lire la suite
Résolues
Dedra77 le Novembre 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?
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Accepted Solution
Contributeur de premier rang | Partenaire solutions Diamond
Novembre 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 ...Lire la suite
Résolues
DMWinter le Septembre 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 Lire la suite
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Accepted Solution
Conseiller clé
Septembre 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...Lire la suite
kaitlynwells le Juillet 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. Lire la suite
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2 Réponses
Contributeur
Juillet 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...Lire la suite
AStuder le Juin 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 Lire la suite
Contributeur de premier rang | Partenaire solutions Platinum
Juillet 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...Lire la suite
Résolues
bikeage23 le Juin 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 Lire la suite
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2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
amber-square2 le Mai 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 Lire la suite
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Accepted Solution
Conseiller clé
Mai 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 ...Lire la suite
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Leigh_Oxley le Décembre 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 Lire la suite
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
Résolues
AHudson le Mai 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 Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
PedroLima le Mars 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 Lire la suite
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5 Réponses
Participant
Mars 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...Lire la suite
Bob2245 le Février 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 Lire la suite
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4 Réponses
Membre
Juillet 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...Lire la suite
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lizchartrand le Avril 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 Lire la suite
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1 Réponse
Accepted Solution
Contributeur de premier rang
Avril 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...Lire la suite
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