Quick tipHow toMarketing Hub

Send a follow-up email after a form submission, from the form editor

You do not need to open the workflows tool to send a thank-you email.

Subscription
Check your subscription for simple workflows
Permissions
Edit workflows permission
Time
3 min · Beginner
Last verified

Short answer

The form editor's Automation panel offers Send an email after form submission (a recommended simple workflow) and Create your own simple workflow. In my demo portal the second says it can hold up to 10 actions. HubSpot's KB says Edit workflows permission is needed. For branching or more triggers, use the full workflows tool.

1. The Automation panel

My demo portal's form editor, Automation panel. I did not create a workflow.

Form Automation panel with Send an email after form submission and Create your own simple workflow cards
The follow-up email workflow (1) and a custom simple workflow (2).

2. Before you switch it on

  • Marketing emails go only to contacts who can receive them. See marketing contacts.
  • Check the form is not already in another workflow that sends the same email.

3. Related

Speed to lead workflow.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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