Lists, Lead Scoring & Workflows

Thomas_Oreskov
Contributor

Forms Sending the submitted form to the submitter

SOLVE

Hi,

We have employees who need to fill out a HubSpot form when handing in machines. These employees require a receipt to confirm that they have submitted a specific machine.

Is there a way to automatically send them a copy of the form they just submitted? Alternatively, can an email be sent to them automatically with data from the form, such as the serial number of the machine?


Thank you in advance!


NB:
We are on HubSpot Starter

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

Forms Sending the submitted form to the submitter

SOLVE

Hi @Thomas_Oreskov,

 

You can achieve this with form automation: https://knowledge.hubspot.com/forms/form-automations

 

You would create an automated email and set up automation (see above) to send the email after the submission. With the help of personalization tokens you can include the information submitted: https://knowledge.hubspot.com/website-pages/personalize-your-content

 

Have a look at the documentation and 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

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Forms Sending the submitted form to the submitter

SOLVE

Hi @Thomas_Oreskov,

 

You can achieve this with form automation: https://knowledge.hubspot.com/forms/form-automations

 

You would create an automated email and set up automation (see above) to send the email after the submission. With the help of personalization tokens you can include the information submitted: https://knowledge.hubspot.com/website-pages/personalize-your-content

 

Have a look at the documentation and 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.

Thomas_Oreskov
Contributor

Forms Sending the submitted form to the submitter

SOLVE

Hi @karstenkoehler 

I got it to work.
We can only have one simpel workflow for each form, but that is plenty for now 🙂

I also learned that we need to have the email footer made before mail workflow, or you can not save the workflow. 

I also learned that you need to turn on the work flow. I just assumed it was turned on to begin with. 

Thomas_Oreskov_0-1736938193330.png


Thank you again for your help. 🙂  

NB: Your post has been marked as a solution and I have upvoted your post. 

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