Creating a Workflow to put new contacts in a static list
SOLVE
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?
Creating a Workflow to put new contacts in a static list
SOLVE
@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 my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
Creating a Workflow to put new contacts in a static list
SOLVE
@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 my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
Creating a Workflow to put new contacts in a static list
SOLVE
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. 😊