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IRaymondBiaggi on März 26, 2024
Hi, I'm trying to categorize contacts as customers when they register on our web app's register page. We've already connected the forms through JavaScript and APIs and are capturing the information correctly but I want to trigger a workflow from t Beitrag ansehen
Akzeptierte Lösung
Stratege/Strategin | Gold Partner
März 26, 2024 11:55
Hi, it's possible that HubSpot doesn't count this as a "form submission" (in the sense of this workflow trigger) as it comes via a custom integration...Beitrag ansehen
Kirbs on Februar 28, 2024
We have a number of 'lead gen' forms and forms get added regularly. I'd like to a workflow that sends all these submissions to a Google sheet, minus any from a few forms such as Contact Us. The problem I am having is being able to EXCLUDE forms fr Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Februar 28, 2024 09:59
Hi @Kirbs , You add the enrollment criterion "AND Recent conversion doesn't contain any of X" and thus exclude contact form submissions 🙂 ...Beitrag ansehen
Kirbs on Februar 27, 2024
I have a workflow that sends Contact property data to Google Sheets when ANY form is submitted. It uses the Hubspot Google Sheets app which can only send a Contact property ( Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Februar 27, 2024 13:40
Hi @Kirbs , HubSpot has a default contact property for this, "Recent conversion" 🙂 " the last form the contact submitted. This is format...Beitrag ansehen
akrus on Januar 30, 2024
Hey We are thinking of a way to optimize our follow-up workflow for specific type of forms(the ones on demo pages). The thing is that we don't want to add every newly created "demo" form to the workflow trigger, as it happens quite often, and we mi Beitrag ansehen
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Januar 30, 2024 07:36
Hi @akrus , My preferred approach here is to create a dropdown property that has values for each form type, e.g. "Form type" with options "Dem...Beitrag ansehen
alexagatiss on Dezember 07, 2023
What are my options for creating a workflow for our company's HubSpot users (internal)? Ideally, I want to create a form that asks users to input a date for an event. The date will be linked to their name and they will be enrolled in an automated wo Beitrag ansehen
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Dezember 08, 2023 00:18
Hi @alexagatiss , You would treat this exactly as you would treat a workflow for external contacts, only that you'd limit the enrollment of yo...Beitrag ansehen
JJD2000 on Oktober 16, 2023
Hi there, We are running an event and have created a form for those wanting to attend. Once the attendee has filled out the form they are added to a list via a workflow. However, the number of attendees on the list is smaller than the form subm Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 17, 2023 00:14
Hi @JJD2000 , This sounds like it may be related to a form setting. In the settings for each form, there is a toggle "Always create cont...Beitrag ansehen
FannyL on Oktober 02, 2023
Good morning, I would like to be able to configure the sending of form submissions to different teams based on the answers entered in this form. I tried with a workflow, but I don't know how to include the content of the form submission in the inter Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 02, 2023 05:08
Hi @FannyL , I shared this in a previous post: ansehen
MDavenport13 on September 19, 2023
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e Beitrag ansehen
Akzeptierte Lösung
September 20, 2023 12:07
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are to...Beitrag ansehen
craigryan on August 24, 2023
I'm using a raw embeded form. I set email or mobile and (hidden) 'favourite artist'. This is saved to a static 'followme' list. Users can submit the same form for different artists. I've enabled contacts 'without email' so that can capture (ass Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
August 25, 2023 00:40
Hi @craigryan , Happy to help! @craigryan wrote: Assuming I can't save multiple entries with the same email, what are my options? ...Beitrag ansehen
WarrenM on August 03, 2023
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 Beitrag ansehen
2 Antworten
Akzeptierte Lösung
August 03, 2023 23:29
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 ...Beitrag ansehen
ADefendenti on Juli 26, 2023
Hello! We have a hubspot form and a webhook that notifies our backend, listening the contacts.* events (all of them). I know that Hubspot doesn't allow us to have duplicate email address, and this is fine: what I want to understand is: how can Beitrag ansehen
10 Antworten
Akzeptierte Lösung
Vordenker/-in | Platinum Partner
Juli 31, 2023 07:40
Hey @ADefendenti how are you populating the form field? It would need to be set in a contact property to be used as a contact personalization token...Beitrag ansehen
janquast on Mai 30, 2023
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w Beitrag ansehen
Akzeptierte Lösung
Stratege/Strategin | Elite Partner
Mai 31, 2023 16:11
The route I would take is to add in negative criteria for inactivity, to @karstenkoehler 's point. If sales has interacted with the lead, I'd recom...Beitrag ansehen
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