Lists, Lead Scoring & Workflows

WarrenM
メンバー

Form Resubmission task creation

解決

We currently have a Hubspot form on our website contact page. When completed a new contact is create in hubspot and a Task is created for a member of our sales team to contact them.

This all works well.

 

Our issue is when the customer returns to our website in 12 months time and re submitts their contact details through the website form a new task is not created as their is already a contact.

 

Any ideas on how to get a task created for a resubmisson of the contact form?

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franksteiner79
解決策
名誉エキスパート

Form Resubmission task creation

解決

Hi @WarrenM 

 

Am I right in assuming the task creation is done via a workflow? You simply have to allow re-enrolment for the workflow trigger in order for that to happen.

 

I hope that helps.

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

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2件の返信
franksteiner79
解決策
名誉エキスパート

Form Resubmission task creation

解決

Hi @WarrenM 

 

Am I right in assuming the task creation is done via a workflow? You simply have to allow re-enrolment for the workflow trigger in order for that to happen.

 

I hope that helps.

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
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WarrenM
メンバー

Form Resubmission task creation

解決

Thankyu, I new it wouldnt be that hard to do

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