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

[JodieHendo]

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. 

[WvanderGarde]

Hi all,

We work with a lot of third parties, that need updates on what leads where they can install our products. It would save so much time if we could do this, just like we can with emails to ourselves. @MFrankJohnson I get that it is not designed to as of now, but I still hope you are working on it, since almost no company does business with a customer soley on its own these days. Please keep us updated.

sincerely,

Wouter

[MFrankJohnson · Accepted solution]

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.

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Best,
Frank

Author, the Perfect HubSpot Series

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