Send follow up email in Gmail, create engagement in HubSpot after HubSpot form submission

Send follow-up emails to potential clients after they submit a tax planning inquiry form in HubSpot. Capture relevant information and request additional details, improving engagement and accelerating your onboarding process.

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Overview

Send follow-up emails to potential clients after they submit a tax planning inquiry form in HubSpot. Capture relevant information and request additional details, improving engagement and accelerating your onboarding process.

Send follow up email in Gmail, create engagement in HubSpot after HubSpot form submission