So right now when a form is submitted the responses are sent to the emails we have set to receive that data. However, I am looking at setting up a WorkFlow that send the data based on their submission, but it seems that the only thing that can be sent is an email including a View in HubSpot button? Can we send that form data and skip that need to go to HubSpot?
Hi @apbright,
Sure, I’ve explained how to do this before here: https://community.hubspot.com/t5/Lead-Capture-Tools/Customizing-From-Submission-Notification-Emails/m-p/568656/highlight/true#M7019
@apbright wrote:
it seems that the only thing that can be sent is an email including a View in HubSpot button?
Not quite, no. Whenever you write a notification in HubSpot, you can always add personalization tokens:
That way, you can design your own form submission notification.
Best regards!
@apbright if you need different notifications for different forms, you can either create a separate workflow for each form - or use a branch (and/or logic) and branch by “Recent conversion”, which contains the name of the form. One branch per form. You can then set up a notification for each branch.
Let me know if you have any follow-up questions!