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Use automations with forms

Last updated: June 6, 2022

Applies to:

Marketing Hub Starter, Professional, Enterprise

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. You can also use the form submission as a trigger in a simple workflow. 

To set up your form’s automation: 

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Click the name of an existing form, and click Edit to add follow-up emails, or create a new form.
  • In the forms editor, click the Automation tab. 

Create a simple workflow 

Set up a simple workflow to automate follow-up actions such as sending an email or setting a contact property. Contacts are enrolled in the simple workflow each time the form is submitted, even if they have enrolled before. 

To create a simple workflow: 

  • In the Add more follow-up actions section:
    • To automatically trigger a follow-up email after each form submission, under Send an email after form submission, click Create this workflow
    • To create your own workflow from a blank template, under Create your own workflow, click Create new workflow. In the right slide-in panel, under Trigger the workflow action when, select the option for A contact submitted a form

  • To add other workflow actions, click the plus icon +
    • To edit an action, on the workflow action, click Actions > Edit.  
    • To delete an action, on the workflow action, click Actions > Delete.  

  • To change a workflow’s name, at the workflow header, you can click Actions > Edit Name
  • To delete a workflow, at the workflow header, click Actions > Delete workflow.
  • To turn on a workflow, next to the workflow name, click to toggle the switch on. Then, click Save and publish. After publishing your simple workflow, any changes made to the workflow will automatically apply to currently enrolled contacts. 

Please note: the number of simple workflows you can create, the number of actions, and the type of actions you can add depend on your subscription:

  • Accounts that only have access to HubSpot’s free tools will only be able to create a Send an email after form submission simple workflow. 
  • In a Marketing Hub Starter account, you can add up to 10 actions in a simple workflow and create one simple workflow per form.
  • In a Marketing Hub Professional or Enterprise account, you can add as many actions as you need to your simple workflow and add multiple simple workflows per form. 

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:

  • Click Add a new workflow.
  • In the right panel, under Trigger the workflow action when, select the A contact submitted a form option. 
  • Click Create, then set up your workflow. 

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