Lists, Lead Scoring & Workflows

dwightbailey
Contributor

Create a first-conversion workflow

SOLVE

I want to create a simple workflow that sends a contact an introductory welcome email after they have completed a form for the very first time. This workflow needs to only enroll contacts that fill in a form and haven't been on our website before.

 

What should the workflow look like please?

 

Thanks

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a first-conversion workflow

SOLVE

Hi @dwightbailey,

 

Such a workflow could look like this:

 

karstenkoehler_0-1671445679636.png

 

Let me know if you have any follow-up questions!

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.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a first-conversion workflow

SOLVE

Hi @dwightbailey,

 

Such a workflow could look like this:

 

karstenkoehler_0-1671445679636.png

 

Let me know if you have any follow-up questions!

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.