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Add contacts to a workflow with a form on a HubSpot page

Last updated: January 19, 2023

Applies to:

Marketing Hub Professional, Enterprise
CMS Hub Professional, Enterprise

To enroll contacts in a workflow when they submit a form, you can set enrollment triggers on the workflow itself, or you can add the workflow to the form module settings on a HubSpot page. 

  • In your HubSpot account, navigate to your landing pages or website pages.
  • Hover over a page with a form and click Edit.   
  • In the content editor, click any form module.
  • In the left panel, scroll down to the Follow-up section.
  • Click Add form to a workflow.
  • Select an existing workflow or click Create new workflow to create a new workflow. If you create a new workflow, set up your workflow, then return to the form module on your landing page or website page. 

Please note: once a workflow has been attached to the form module, it will immediately update the workflow enrollment triggers, even if the page has not been published or updated yet. 

  • To add another workflow, click Add form to another workflow, then select an existing workflow or click Create new workflow.

  • To remove a workflow, hover over the workflow and click the deletedelete icon.

  • In the upper right, click Publish or Update.

When you add a workflow here, the corresponding form submission enrollment trigger will be added to the workflow. Removing a workflow here will also remove it from the workflow’s enrollment triggers.

Similarly, if you add a form enrollment trigger to a contact-based workflow, the workflow will appear in the Follow-up section of any corresponding forms modules in the specified pages.

If the form enrollment trigger used does not specify a page, the trigger cannot be removed from the page and must be removed from the workflow instead. 

Please note: if you clone a HubSpot page with a form that is set to enroll contacts in a workflow, the form submissions on the new, cloned page will not be added as a new enrollment trigger in the workflow.

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