How can I create a workflow to enroll contacts when they fill out a lead flow or collected form?

Last updated: June 7, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

You can create a workflow that enrolls contacts when they complete a lead flow or fill out a collected form. To do so, be sure to set your enrollment criteria as shown in the steps below.

Please note: Collected forms are currently in beta for Markting Basic, Professional, and Enterprise portals.

In order to enroll contacts in a workflow who filled out a lead flow or collected form:

  • Navigate in HubSpot Marketing to Contacts Workflows
  • Select New Workflow.
  • Name your workflow and select the appropriate type. You will most likely want to select Standard. Then select Create workflow
  • Click Set enrollment criteria to select your starting condition.
  • Select Automatically and then Form Submission.
  • Select the appropriate radio button for your needs (Contact has filled out form / Contact has not filled out form).
  • In the dropdown, start typing Lead flow or Collected form. You will see that your lead flows or collected forms will show up in the dropdown for you to select. 
  • Click Done and then Save

  • You can then add your actions and adjust any settings.
  • Activate your workflow by toggling the On/Off switch in the upper right-hand corner.

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