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JScharpe on March 14, 2024
I think I am overthinking this!!! I have a form to capture leads on our a landing page. This form will subscribe them to our mailing lists and provide them with a free PDF download. For each person who submits this form, I created a welcome work read more
0 upvote
1 Reply
Hall of Famer | Partner
March 14, 2024 11:48
Hi @JScharpe , The easiest way to do this is by using an if/then branch. In this branch, you would check whether the welcome email was sent to...read more
Solved
Casady54 on January 26, 2024
Hello, I am looking for ideas, solutions, or suggestions. I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico. I am thinking of creating a read more
Accepted Solution
Key Advisor | Partner
January 29, 2024 05:46
Hey @Casady54 there's no way to automatically verify submissions in HubSpot against your own criteria, but you could do it manually through a list ...read more
Solved
AnnettePalmieri on January 24, 2024
Hello everyone, I'm struggling with an activity I have to do... I created a form on the website using the Gravity Form Plugin of WordPress that is connected with HubSpot. I have a field with a dropdown (Job Title) and based on the selection I w read more
0 upvote
7 Replies
Accepted Solution
Participant | Partner
January 26, 2024 16:03
Hello! I see your form data is not getting properly. Have you connected the WP with HS using the tracking code? If yes, you need to map the form ...read more
Solved
AGupta024 on January 15, 2024
I have set up a workflow on Hubspot and want to analyse it. Can you tell me how to do it?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 15, 2024 05:40
Hi @AGupta024 , What exactly do you want to analyse? Generally speaking, this details page would be the first place to go: https://knowledge....read more
Solved
NJ_001 on October 13, 2023
Hello All, I'm hoping to get some insights regarding an automation I’m trying to set up in our CRM. I’m relatively new to the system and exploring the functionalities related to file management and automation. Here’s a rundown of the scenar read more
1 upvote
2 Replies
Accepted Solution
Contributor
October 16, 2023 08:04
This is very helpful, thank you! It's solved.
Solved
KSweeney27 on August 17, 2023
Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 17, 2023 13:37
Hi @KSweeney27 , Yes, you can achieve this with a branch action and the "Send internal email notification action". For the enrollment tr...read more
JB_MD on July 28, 2023
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and read more
0 upvote
1 Reply
Community Manager
July 31, 2023 05:57
Hi @JB_MD , Thanks for reaching out to the Community! Would you be able to please share a screenshot of what you're seeing on your end?...read more
Solved
VRakitski on July 07, 2023
Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
July 11, 2023 06:09
Hey @JPieters HubSpot uses personalization tokens in emails to populate dynamic personalised data in content. This is fed from the object reco...read more
Solved
helen_c on June 21, 2023
I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 21, 2023 14:17
Hi @helen_c , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earli...read more
Solved
RBertsch on March 31, 2023
We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
April 01, 2023 18:06
You could store the values in a secondary property and then copy to the primary property and choose whether to update or replace the existing values ...read more
Solved
keshav-hopstack on January 25, 2023
Hi folks, I want to create an automated email workflow triggered by form submissions where the logic branching is done using the URL of the page where the form submission was completed. The email content will be determined using the Page URL. read more
Accepted Solution
Hall of Famer | Partner
January 25, 2023 00:33
Hi @keshav-hopstack , Depending on whether you're referring to HubSpot forms on HubSpot pages or non-HubSpot pages, the approach differs. ...read more
Solved
Dedra77 on November 08, 2022
After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
0 upvote
10 Replies
Accepted Solution
Top Contributor | Diamond Partner
November 09, 2022 08:27
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...read more
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