Lists, Lead Scoring & Workflows

ashnjefferson
Participante

Workflow "internal email notification" only populates contact fields some of the time

resolver

Hi! This may or may not be a workflow issue. Could also be form/lead gen. 

 

I'm having trouble getting contact record information to push through to our email notifications. Essentially, hen a form is filled out on our site, it sends us an internal email that provides a few details on the lead. Nothing flashy. Screen shot below shows a snippet of the workflow.

 

However, this email only populates the "Additional Information" if the contact has submitted a form previously, despite that the information is captured in the contact record. See below an example where it's in the record, and shows up, and another where it's in the record and does not. Note, these are all the same form. 

 

I'm wanting to understand:

1. Why this is happening, beyond it being the first form fill

2. If there's a way to have the workflow push that information through - delayed send or something along those lines?

 

Thanks for any and all help/advice!

Workflow snippet 


2023-02-28_09h39_46.png


New lead, source info doesn't carry over into form fill

 

2023-02-28_09h43_38.png

2023-02-28_09h35_29.png

New lead, second submission

2023-02-28_09h50_47.png

0 Me gusta
1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Workflow "internal email notification" only populates contact fields some of the time

resolver

Hi @ashnjefferson,

 

Are you referring to the source and page view information? The form submission notification might be a tiny bit faster than HubSpot processing the source information in the background. Adding a 1 minute delay before the notification is sent might do the trick.

 

Best regards

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.

Ver la solución en mensaje original publicado

3 Respuestas 3
jemonterrey
Miembro

Workflow "internal email notification" only populates contact fields some of the time

resolver

Thanks for the insightful approach. Since adding a delay is not included with the Starter license - would you have another workaround?

0 Me gusta
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Workflow "internal email notification" only populates contact fields some of the time

resolver

Hi @ashnjefferson,

 

Are you referring to the source and page view information? The form submission notification might be a tiny bit faster than HubSpot processing the source information in the background. Adding a 1 minute delay before the notification is sent might do the trick.

 

Best regards

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.

ashnjefferson
Participante

Workflow "internal email notification" only populates contact fields some of the time

resolver

believe this may have fixed it! Going to let a few more come in, and will mark it as a soltuion once confirmed.