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KSweeney27 8月 17日, 2023
Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
8月 17日, 2023 13:37
Hi @KSweeney27 , Yes, you can achieve this with a branch action and the "Send internal email notification action". For the enrollment tr...続きを読む
JB_MD 7月 28日, 2023
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and 続きを読む
0 いいね!
1 コメント
7月 31日, 2023 05:57
Hi @JB_MD , Thanks for reaching out to the Community! Would you be able to please share a screenshot of what you're seeing on your end?...続きを読む
VRakitski 7月 07日, 2023
Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. 続きを読む
0 いいね!
3 コメント
Accepted Solution
キーアドバイザー | Solutions Partner
7月 11日, 2023 06:09
Hey @JPieters HubSpot uses personalization tokens in emails to populate dynamic personalised data in content. This is fed from the object reco...続きを読む
helen_c 6月 21日, 2023
I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi 続きを読む
1 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 21日, 2023 14:17
Hi @helen_c , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earli...続きを読む
RBertsch 3月 31日, 2023
We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i 続きを読む
0 いいね!
1 コメント
Accepted Solution
4月 01日, 2023 18:06
You could store the values in a secondary property and then copy to the primary property and choose whether to update or replace the existing values ...続きを読む
keshav-hopstack 1月 25日, 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. 続きを読む
1 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 25日, 2023 00:33
Hi @keshav-hopstack , Depending on whether you're referring to HubSpot forms on HubSpot pages or non-HubSpot pages, the approach differs. ...続きを読む
Dedra77 11月 08日, 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 いいね!
10 コメント
Accepted Solution
トップ投稿者 | Diamond Partner
11月 09日, 2022 08:27
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...続きを読む
DMWinter 9月 21日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
9月 21日, 2022 18:35
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...続きを読む
kaitlynwells 7月 06日, 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. 続きを読む
1 いいね!
2 コメント
7月 08日, 2022 10:22
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...続きを読む
AStuder 6月 28日, 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 続きを読む
トップ投稿者 | Platinum Partner
7月 01日, 2022 12:10
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...続きを読む
bikeage23 6月 09日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 09日, 2022 08:24
Hi @bikeage23 , Lead status could definitely be used to trigger an automated marketing email, yes. You would set up a contact-based workflow...続きを読む
amber-square2 5月 18日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
5月 19日, 2022 08:35
@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 ...続きを読む



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