Tips, Tricks & Best Practices

JodieHendo
Member

Form Submissions - auto email to third party (ie: referer)

SOLVE

Hi - I was wondering how I can send an email to a third party referral source following a form submission. I want to notifiy the referral source that the form has been submitted without notifiying the contact.

I don't want to add them to the notifications - as it will change each time. 

 

Thanks in advance for your assitance. 

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Form Submissions - auto email to third party (ie: referer)

SOLVE

Hi @JodieHendo

 

Unfortunately, HubSpot doesn't (easily) auto-send email to non-HubSpot contacts. You'd need to add that 3rd-party referrer to HubSpot (as a contact) directly or have your developer do it via the API in conjunction with the form submission.

 

Otherwise, even if your 3rd-party referrer is already a HubSpot contact, HubSpot has no facility for associating contacts directly with other contacts, only companies. This means, while we may setup custom properties to identify who may have referred a contact to us, we have no way of (auto-)emailing those referrers based on their association with the referred contact.

 

HubSpot's sales enablement and marketing tools weren't designed to solve for this use case.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

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MFrankJohnson
Solution
Thought Leader

Form Submissions - auto email to third party (ie: referer)

SOLVE

Hi @JodieHendo

 

Unfortunately, HubSpot doesn't (easily) auto-send email to non-HubSpot contacts. You'd need to add that 3rd-party referrer to HubSpot (as a contact) directly or have your developer do it via the API in conjunction with the form submission.

 

Otherwise, even if your 3rd-party referrer is already a HubSpot contact, HubSpot has no facility for associating contacts directly with other contacts, only companies. This means, while we may setup custom properties to identify who may have referred a contact to us, we have no way of (auto-)emailing those referrers based on their association with the referred contact.

 

HubSpot's sales enablement and marketing tools weren't designed to solve for this use case.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

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