Workflow start from CTA

[Masakazu]

Hello,

Is it possible to trigger a workflow to send an email to a specific contact when they click a CTA?

We are building a membership-based site using Content Hub Pro and Marketing Hub Pro, and users are required to log in.

Although this may not be the standard use case for CTAs, we have placed a file download button (CTA) on the page and would like to know whether a user has downloaded the file.

The goal is to send an email based on the file download action.

However, even when a user logs in and clicks the CTA, no contact is shown as having clicked it in the workflow performance view.

(That said, the number of clicks is being recorded in the CTA performance analytics page—so we can see the total count but not who clicked.)

Is it fundamentally impossible to identify which contact clicked the CTA?

Please note that I am using a translation tool, so some parts may be unclear. Thank you for your understanding.

[Masakazu]

Thank you very much for the excellent response. I understand now.

• Create a landing page or pop-up form that users submit to access the file—this will capture their contact info and trigger workflows.
  
  Regarding this, the web page itself has already been created in HubSpot.

In this case, what should be set as the trigger for the workflow @JessicaBaskey?

[JessicaBaskey · Accepted solution]

Hi @Masakazu,

With HubSpot CTAs, you can track total clicks, but unfortunately, you can’t directly trigger workflows based on an individual contact clicking a CTA. The system records aggregate clicks but doesn’t link them back to specific contacts for workflow triggers.

That’s why you see the total clicks in the analytics, but no contacts show up in workflow performance.

If you want to trigger an email when someone downloads a file, a better approach might be to use a tracked link or form submission instead of a CTA. For example:

• Create a landing page or pop-up form that users submit to access the file—this will capture their contact info and trigger workflows.

• Or use a workflow triggered by a link click if you use HubSpot’s tracked URLs inside emails.

• If you want to stay with CTAs, you could combine it with custom events or JavaScript on your site to capture clicks and then trigger emails via API/webhooks.

Best,

Jess