Whether you want to receive notifications for specific forms or quizzes, or synchronise your leads directly with HubSpot, this guide will walk you through the entire process step by step.
Of course, you can also use other integrations for notifications, such as Zapier or Make.
🎬 At the end of the article, you'll find a short video tutorial!
Set up e-mail notifications
Step 1: Open project
Open the project for which you want to set up email notifications.
Step 2: Add integration
Click on CRM → Add integration → Email.
📌 Please note: You can assign specific forms to specific lists and set up a separate integration for each list. This allows you to set up individual notifications for individual forms or quizzes.
If you have created multiple lists, select the appropriate list. Otherwise, simply stay in the complete overview.
You can find more information about this in our video.
Step 3: Set up the integration
In the pop-up window, select a template, specify the subject for the notifications, and enter the email address to which the notifications should be sent.
For example, if you are creating a page for a customer, you can also have notifications sent directly to their email address.
📌 Please note: All lead information is automatically transferred to the standard template.
If you want to create your own template, please add the "Lead Info" element so that the transmitted data is displayed correctly.
Video-Tutorial
For a clearer overview of the process, you can also watch our video tutorial below:
Frequently Asked Questions (FAQ)
I have set everything up according to the instructions, but I am not receiving any notifications. What could be the reason for this?
I have set everything up according to the instructions, but I am not receiving any notifications. What could be the reason for this?
First, please check whether the leads are being successfully transferred to the CRM system. If this is not the case, email notifications cannot be triggered.
Please also note that the notifications may end up in your spam folder.
How can I ensure that all information about a lead is transmitted correctly?
How can I ensure that all information about a lead is transmitted correctly?
Please add the "Lead Info" element to your email template so that all of the lead's information is transmitted.
How can I ensure that the UTM parameters are also sent in the e-mail?
How can I ensure that the UTM parameters are also sent in the e-mail?
The customised parameters are automatically integrated into the email. However, the standard parameters, such as utm_source, are not automatically included. To do this, it is necessary to set up a hidden field for each parameter. Instructions are available here.
How can I determine in HubSpot which forms the lead comes from?
How can I determine in HubSpot which forms the lead comes from?
Currently, it is not possible to transfer custom fields or form names to HubSpot. However, it is possible to connect to Zapier and tag the individual forms accordingly.
How long can I open files in emails when customers have attached them?
How long can I open files in emails when customers have attached them?
You can open the file directly from the email for up to 7 days after receipt. After this period, access is still possible via the CRM.
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