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Send an automated email response the first time a form is submitted

HubSpot Moderator

If you only want contacts to receive an automated email the first time they submit a form, Marketing Hub Professional and Enterprise users can set up a workflow to accomplish this. 

 

  • First, create an automated email to send in the workflow.
  • In your HubSpot account, navigate to Automation > Workflows.
  • In the upper right, click Create workflow.
  • In the left panel, select Contact-based as your workflow type, then in the right panel select Start from scratch.
  • Enter a name for your workflow, then click Create workflow.
  • In the workflow editor, click Set enrollment triggers.  
  • In the right panel, select Form submission:
    • Select Contact has filled out form, then click the dropdown menu and select your form.
    • Use the dropdown menu to filter by submissions on a specific page.
    • Click Done, then click Save.
  • By default, a contact will only be enrolled in a workflow once, so there is no need to adjust your workflow's re-enrollment settings for this particular workflow because you only want the email sent once. 
  • Click the plus icon + to add an action to your workflow.
  • In the right panel, select Send email. Then select the automated email you created in the first step.
  • Click Save.
  • Click Review at the top-right.
  • When you’re done reviewing your workflow settings, click Activate to enroll your contacts.

Learn how to send different emails based on a contact’s form submission. If you have additional questions, reach out to the HubSpot Community.

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