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Send an email response after a form submission

Last updated: November 22, 2018

Applies to:

Marketing Hub
marketing-basic-pro-enterprise
Professional, Enterprise
Legacy Marketing Hub Basic

There are two ways to send an email response to contacts who submit a form on your page:

  1. Set up a follow-up email in the form options on your HubSpot page
  2. Send an automated email through a workflow (Marketing Hub Professional and Enterprise only)

 

Set up a follow-up email in the form options on your HubSpot page

  • In your HubSpot account, navigate to your landing pages or website pages.
  • Click the name of the page.
  • In the editor, click the form module.
  • In the left pane, Post submit actions section, select the Send a follow-up email checkbox.
    • Click the Select an email dropdown menu and select an existing follow-up email, or
    • Click Add new to create a new follow-up email.
      • In the dialog box, enter an Email name and click OK.
      • The email editor will open in a new browser window or tab. Edit, customize, and publish your new follow-up email.
      • When you're done, return to your page. Click the Send an email dropdown menu and select your new follow-up email.

  • In the bottom left, click Save and go to module list.
  • In the upper right, click Update to take your changes live.

Please note: follow-up emails can only be created via the form options on a HubSpot page. Emails created directly from the email dashboard will not appear in the Select an email dropdown menu. Learn how to edit existing simple follow-up emails.

 

Send an automated email through a workflow (Marketing Hub Professional and Enterprise only)

  • Create and publish an automated email to send as an email response to a form submission.
  • In your HubSpot account, navigate to Automation > Workflows.
  • In the upper right, click Create workflow.
  • In the left pane, select Contact-based.
  • Select Start from scratch as the workflow type.
  • In the upper right, click Create workflow.
  • Click Set enrollment triggers.
  • In the right pane, select Form submission.
  • Click the Contact has filled out form dropdown menu.
    • To send an email response if a contact submits any form, select any form.
    • To send an email response if a contact submits a specific form, select the form.
  • Click the on dropdown menu.
    • To send an email response if a contact submits the form on any page, select any page.
    • To send an email response if a contact submits the form on a specific page, select the page.
  • (Optional) Click Refine by... to select a date range or number of times the form was submitted.
  • Click Done.

  • Click the plus icon + to add an action.
  • In the right pane, select Send email.
  • In the Choose an email section, select your published automated email.
  • Click Save.

  • In the upper right, click Review.
  • After reviewing your workflow settings, click Turn on to activate the workflow.

Once the workflow is activated, contacts who submit the selected form will automatically be enrolled in the workflow and sent the automated email response.

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