I have an automation question and hope you can help me. The goal is to update the process which controls the evaluation of our tool for our prospects.
The sequence should be:
Customer fills out hubspot form.
Form data is saved in hubspot and hubspot does whatever our marketing folks do with it.
ALSO some of the form data (i.e. ID of the hubspot contact, name, email and company) along with some constant strings specified needs to get sent to our process automation tool for further processing.
Within the automated process we need to trigger actions via REST in HubSpot to send an email to this customer at some steps along the way. Once we have step 3 in this list figured out this shouldn’t be a problem we think.
You might consider using a workflow webhook action to accomplish this. A simple workflow that enrolls contacts that have submitted the form in question and triggers a webhook to some external server would allow you to send contact info elsewhere.