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EU vs non-EU consent flow segmentation on form submission

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact7 stepsUpdated for HubSpot seat pricing
OutcomeA single form submission routes automatically to the correct legal basis and follow-up path based on whether the contact is in the EU, instead of applying one blanket consent flow to everyone regardless of region.
Workflow mapmarketing-ops-025
Form submitted leads to Country in EU/regulated list?. Country in EU/regulated list? leads to Yes: Consent checkbox checked?; No: Set legal_basis_type = Legitimate interest, standard list add. Consent checkbox checked? leads to Yes: Set legal_basis_type = Consent, set consent_capture_date; No: Set legal_basis_type = Not applicable, no marketing list add. Yes Yes No No Form submitted Country in EU/regulated list? Consent checkbox checked? Set legal_basis_type = Legitimate interest, standard list add Set legal_basis_type = Consent, set consent_capture_date Set legal_basis_type = Not applicable, no marketing list add
Form submitted leads to Country in EU/regulated list?. Country in EU/regulated list? leads to Yes: Consent checkbox checked?; No: Set legal_basis_type = Legitimate interest, standard list add. Consent checkbox checked? leads to Yes: Set legal_basis_type = Consent, set consent_capture_date; No: Set legal_basis_type = Not applicable, no marketing list add. Yes Yes No No Form submitted Country in EU/regulated list? Consent checkbox checked? Set legal_basis_type = Consent, set consent_capture_date Set legal_basis_type = Not applicable, no marketing list add Set legal_basis_type = Legitimate interest, standard list add

When to use it, when not to

Use it

  • Use when you run one global form for a lead magnet or newsletter and need EU submissions to go through explicit consent capture while non-EU submissions can proceed under a lighter-touch basis.
  • Use when your legal guidance distinguishes EU (and other similarly regulated regions, if applicable) from the rest of your audience for consent purposes.
Read more on when to use itShow less

Skip it

  • Do not use this fiche as your source of truth for which countries count as "EU" for legal purposes; that list must come from your legal or compliance team and be kept current as regulations or your risk posture change. (check in your portal: exact country list to treat as EU/regulated for your organization, this is a legal determination, not a technical one)
  • Do not use if you already run fully separate forms per region. This fiche solves the single-form, mixed-audience case.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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