Tips, Tricks & Best Practices

JSchnakenberg
Mitglied

Creating Workflow when specific form field has been filled out

lösung

Hi Community, 

 

At our trial version download forms we have an optional text field for a message. So visitors can add specific questions or comments when filling out the form. 

is there anyway we could create a workflow that only triggers if someone has entered such a comment? For instance to create a task for our reps to answer the comment/questions? 

thanks a lot in advanced, any help would be very welcome. 

JanHorst 

0 Upvotes
2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating Workflow when specific form field has been filled out

lösung

Hi @JSchnakenberg,

 

Yes, this is pretty straightforward 🙂 Let's assume your field is called "Message":

 

karstenkoehler_0-1712819971682.png

 

It's important to enable re-enrollment as shown in the screenshot.

 

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

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.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating Workflow when specific form field has been filled out

lösung

@JSchnakenberg enabling re-enrollment for the "Message is known" filter means that the workflow will trigger every time the value in the field "Message" changes. That's the most reliable way to achieve what you're trying to do.

 

If you were using the form submission as re-enrollment, there is a chance that someone fills the message in a first submission (task gets created), submits the form again but leaves the message field empty (task would be created for old message because that field still holds the value).

 

The screenshot I shared is the cleanest, simplest, most reliable way to do this 🙂

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.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
5 Antworten
EHernandez25
Teilnehmer/-in

Creating Workflow when specific form field has been filled out

lösung
Thanks.
0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating Workflow when specific form field has been filled out

lösung

Hi @JSchnakenberg,

 

Yes, this is pretty straightforward 🙂 Let's assume your field is called "Message":

 

karstenkoehler_0-1712819971682.png

 

It's important to enable re-enrollment as shown in the screenshot.

 

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

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.

0 Upvotes
JSchnakenberg
Mitglied

Creating Workflow when specific form field has been filled out

lösung

Hi Karsten,

 

great, thanks a lot for your (very fast) response. So I use "When filter criteria is met" as trigger type and use the filed "message" from the contact properties? This field will always be overwritten everytime the contact filled out a new form. Is there any way to filter the form details rather than the contact property?

 

BR
JanHorst

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating Workflow when specific form field has been filled out

lösung

@JSchnakenberg enabling re-enrollment for the "Message is known" filter means that the workflow will trigger every time the value in the field "Message" changes. That's the most reliable way to achieve what you're trying to do.

 

If you were using the form submission as re-enrollment, there is a chance that someone fills the message in a first submission (task gets created), submits the form again but leaves the message field empty (task would be created for old message because that field still holds the value).

 

The screenshot I shared is the cleanest, simplest, most reliable way to do this 🙂

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.

0 Upvotes
JSchnakenberg
Mitglied

Creating Workflow when specific form field has been filled out

lösung

Hi Karsten,

 

great, thanks so much for your insights and your recommendation, this is really helpful.

 

Have a nice day 😉

0 Upvotes