CRM

ESvendsen
投稿者

Creating a Workflow to put new contacts in a static list

解決

Hi Everyone,

 

I think this is possible i'm just having a tough time figuring out how to do this. I'd like to create a Workflow for every new Contact that i manually create in HubSpot starting with their email, then filling out the rest of the form, i.e First and Last Name, Job Title, etc. Is there a way to create a workflow to put them into a Static List i created and using the Trigger as my name that creates it manually? 

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danmoyle
解決策
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

Creating a Workflow to put new contacts in a static list

解決

@ESvendsen once you've created the static list (without any criteria) you can build a workflow based on "owner is [you]" and then add them to the list, yes. Hope that helps. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

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3件の返信
danmoyle
解決策
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

Creating a Workflow to put new contacts in a static list

解決

@ESvendsen once you've created the static list (without any criteria) you can build a workflow based on "owner is [you]" and then add them to the list, yes. Hope that helps. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
ESvendsen
投稿者

Creating a Workflow to put new contacts in a static list

解決

Thanks Dan, i wasn't able to do it that way because i assign the ownership to my boss, however we use a description in Lead Source just for my leads which is how i did it. Thanks for your advice that ultimately got me to the final solution. 😊

 

danmoyle
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

Creating a Workflow to put new contacts in a static list

解決

Glad I could help! 🙌 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
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