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Weekly Slack digest: form submissions summary by form

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.

Contact2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, the marketing channel gets one message showing submission counts per form for that week, so form performance is visible without opening the Forms tool.
Workflow mapreporting-alerts-018
Weekly schedule: Monday 09:00 leads to Report renders: submissions grouped by form, last 7 days. Report renders: submissions grouped by form, last 7 days leads to Sorted by submission count, highest first. Sorted by submission count, highest first leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 09:00 Report renders: submissions grouped by form, last 7 days Sorted by submission count, highest first Email sent to Slack channel inbound address
Weekly schedule: Monday 09:00 leads to Report renders: submissions grouped by form, last 7 days. Report renders: submissions grouped by form, last 7 days leads to Sorted by submission count, highest first. Sorted by submission count, highest first leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 09:00 Report renders: submissions grouped by form, last 7 days Sorted by submission count, highest first Email sent to Slack channel inbound address

When to use it, when not to

Use it

  • Use it on portals running several live forms at once, where nobody has time to check form performance form by form.
  • Use it to spot a form that suddenly stops collecting submissions, a broken embed or a page pulled down, faster than waiting for a monthly marketing report.
Read more on when to use itShow less

Skip it

  • Do not use it as a substitute for full form analytics (views, submission rate, drop-off). This digest reports raw submission counts only.
  • Do not use it if the portal runs mostly through one or two forms. A glance at Marketing > Forms directly is just as fast.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 2 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 · 2 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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