Last updated: August 10, 2023
From a form’s Automation tab, you can select what happens after a form is submitted. Turn on simple automation features such as sending a follow-up email to a contact or sending automatic internal email notifications to other HubSpot users. You can also use the form submission as a trigger in a simple workflow.
To set up your form’s automation:
Set up a simple workflow from the form editor to automate follow-up actions such as sending an email or creating a task. When creating a simple workflow:
To create a simple workflow:
Please note: the number of simple workflows you can create, the number of actions, and the type of actions you can add depends on your subscription:
If you need to create more workflows or add more actions and have a Marketing Hub Professional or Enterprise subscription, build custom workflows in the workflows tool.
If you want to add another simple workflow to your form: