Las grandes mentes piensan igual

In workflows it would be a very useful trigger criteria to choose the change of a property as an enrollment criteria.   A use case could be:   A visitor who submits a form on your page changes a property (for example his name) The vanilla automation of HS would then automatically change this property. Let's say you would prefer to decide wether or not you want to change this property yourself and set up a sync with salesforce to overwrite this change again.   You would ideally now want to build a workflow that creates a task (f.e. "Change name") whenever the property value has been changed. Currently this is not possible, but would be really useful in a use case like this one.   All the best,  Daniel ... Mostrar más

I am creating a workflow that updates a campaign look up field on the contact in Salesforce.   In my Hubspot Workflow, I can get to the contact field but when I try to set the value, I wants me to select a Campaign ID from a list of campaign Ids. The ID for the campaign I just created is not appearing in this list. Is there a refresh i need to do to make sure that this list of ids is up to date?   Thank you Nicole ... Mostrar más

First of all, I am glad that HubSpot offers a Frequency Cap setting. But I do have a request.   The topic of the Frequency Cap specifics has been raised in previous threads, but what I have discovered recently is that when I select "daily" as the timeframe in the Frequency Cap setting in our account, I assumed it was based on a set 24-hour period (i.e., 12:00AM to 11:59PM in the same day and would reset at 12:01AM the following day); however, it's based on some undefined ROLLING 24-hour period. I learned this the hard way (over the weekend no less) when I discovered that an email that was supposed to go to 70k+ contacts only went to 4k contacts, largely foiled by the daily frequency cap that I thought would have "reset" at 12:01 AM that day.   This "rolling" approach to a 24-hour period means that I have no accurate way of planning a scheduled email ahead of time to ensure that the cap is not met at the time the scheduled email is sent out. How does (or can) anyone plan for this?   My request is to change this 24-hour rolling period to a set time of midnight to midnight so that we can plan the number of emails sent to any given contact each day without risking going over the cap.   Thank you. ... Mostrar más

In the "needs review" section of workflows, there is an error message "Email to this recipient has previously bounced."   This error message is NOT accurate. This message appears the first time someone bounces. Since we can't predict someone will bounce unless they've bounced in the past, this error message is useless.   This message should ONLY be triggered when someone has actually bounced in the past and was sent an email again. ... Mostrar más

I'd love to be able to organize my workflows by folders. 🙂  ... Mostrar más

Currently experiencing a large roadblock regarding sending A/B test automated marketing emails within workflows.   Very complex marketing nurture campaign including over 70 emails and 12 workflows/lists/reports.    Experience: Greymail suppression was erroneously engaged on a handful of the A/B testing emails when they were published, and workflows turned on.    I went back to turn off suppression within these tests (access the email, edit, uncheck box, publish). This action makes it seem like you are altering the currently active email. There is no indicator that this does not have an effect on the winner of the A/B test.    The only solution available: "Cloning the email and changing the graymail setting to whatever... before publishing the clone."  OR "You will need to create a new workflow with the new a/b test emails in it and enroll the contacts that were not sent these emails in the first workflow. "   This is not a viable solution as this would cause a dramatic breakdown in reporting and email stats of this campaign as they were all engaged at the same and a part of a large, complex and interwoven campaign.  The purpose of the campaign is to engage leads that are otherwise not. There was no indicator that called out; once this email was engaged there was no going back or modifying the settings, which is the case true for other emails and what you would expect to be the behaviour.  ... Mostrar más

It would be great to be able to trigger a workflow when two date properties are equal.   For example: when sign-up date = first order date, send a notification to the sales team. ... Mostrar más

Who (what type of role or team) is the feature for? Operations, Sales   What is their goal? To automatically associate company contacts with the company's associated deals.   What value will this add? Reduces admin tasks for our sales team and reduces manual work when data is imported.   Screenshots, pictures, drawings, process diagrams, are helpful. Add assign associated contacts to one of these sections in workflows.     ... Mostrar más

Surprised HuSpot does not have an auto reply function.   Can obviously do from our email client, but would be great to have the ability to do it within HubSpot - eg in a Sequence to reply to all incoming emails with "we'll get back to you soon" type content. ... Mostrar más