Automatic contract and company creation from external website with embedded Hubspot forms

[DanielSerop]

Dear Community

I am looking to automate my lead acquisition (from website) to hubspot process. My goal is to automate as much of the process from a potential customer lands on website, and fills out an embedded Hubspot form to when a sales rep takes over dialogue. 

My questions are:
- Is it possible to have hubspot automatically create contacts and companies from information typed into a hubspot form on my website? (build in Webflow)
- Is it possible to automate emails responding to a filled in form?
- Is it possible to send different emails (templates) to the clients who just filled out forms, depending on what information they filled into the form (two different emails to client A & B, but with information from the same form) 

I hope you can guide me towards more information or enlighten me on the possibilities 🙂 

Daniel

[karstenkoehler · Accepted solution]

Hi @DanielSerop,

Welcome to the community! Let's go through these one by one.

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Is it possible to have hubspot automatically create contacts and companies from information typed into a hubspot form on my website? (build in Webflow)

Yes! This is a free default feature. Standard form submissions always create contacts, company records can be created automatically, too: https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts

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Is it possible to automate emails responding to a filled in form?

Also yes, there are free follow-up emails (https://knowledge.hubspot.com/forms/send-an-email-response-after-a-form-submission) which are being sent right after a form is submitted. Or more sophisticated automation features requiring workflows, available in the pricier Professional and Enterprise licenses, allowing for more customization.

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Is it possible to send different emails (templates) to the clients who just filled out forms, depending on what information they filled into the form (two different emails to client A & B, but with information from the same form) 

Yes, if I understand you correctly. Emails can be personalized with any information that was input into a form using so-called personalization tokens: https://knowledge.hubspot.com/website-pages/personalize-your-content Again, for more sophisticated rules (if X applies, then do Y), workflows would be needed.

Let me know if you have any follow-up questions!

[DanielSerop]

Thanks for the reply Karsten, helps me a lot!

Daniel