We have a case where a random person filled in random data on a web form. The name and surname are wrong, but the email address does exist in our CRM. So now the data for this contact is incorrect. It seems that a possible solution is to create t read more
Hi @ChristoV ,
HubSpot does not have currently any settings to prevent this, unfortunately. If you don't want fields to be overwritten, the fi...read more
Is it possible to enroll people into certain workflows, or certain branches within a workflow, based on what they select during a form submission? For example: I have a "Get A Demo" form on my website. One of the fields in that form is "Company Siz read more
Yes this is possible. Form submission fields get stored in HubSpot properties, so instead of targeting "form submission" information in your branch, ...read more
Hi, Does anyone know what could have gone wrong here? This workflow has been working perfect all along, now all of a sudden the 'send email notification' trigger no longer triggers for me. I have checked that notifications are on. Appreciate read more
@TLeen7 that's the end of the line here, unfortunately. Typically this gives more context. At this point, I'd recommend reaching out to HubSpot sup...read more
Dear HubSpot Community, I'm currently working on creating a PDF brochure funnel in HubSpot and need your help. I'm interested in implementing the following process: 1. Informational page about the PDF brochure 2. Email capture page 3. read more
Hi @Mat_Cal ,
I'll try to answer everything in your post – but please keep in mind that the scope could fill multiple of hours of one-to-one c...read more
We use Internal email notifcations in a lot of our workflows to help traffic responses from members to team members to get them to follow up on questions. We have recently found that if you forward the email notice to the person to follow up on read more
Hi! I just created a new Slack channel to receive lead notificaitons from HubSpot. However, when creating the workflow on HubSpot and selecting the new Slack channel, it's not showing up on the dropdown menu, in fact its even picking up channels we' read more
Hello, I need help creating a workflow that branches based on the selections made in a dropdown field within a form. Which branch property should I select to achieve this? Thank you!
I think I am overthinking this!!! I have a form to capture leads on our a landing page. This form will subscribe them to our mailing lists and provide them with a free PDF download. For each person who submits this form, I created a welcome work read more
Hi @JScharpe ,
The easiest way to do this is by using an if/then branch. In this branch, you would check whether the welcome email was sent to...read more
Hello, I am looking for ideas, solutions, or suggestions. I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico. I am thinking of creating a read more
Hey @Casady54 there's no way to automatically verify submissions in HubSpot against your own criteria, but you could do it manually through a list ...read more
Hello everyone, I'm struggling with an activity I have to do... I created a form on the website using the Gravity Form Plugin of WordPress that is connected with HubSpot. I have a field with a dropdown (Job Title) and based on the selection I w read more
Hello! I see your form data is not getting properly. Have you connected the WP with HS using the tracking code? If yes, you need to map the form ...read more
Hi @AGupta024 ,
What exactly do you want to analyse? Generally speaking, this details page would be the first place to go: https://knowledge....read more
Hello All, I'm hoping to get some insights regarding an automation I’m trying to set up in our CRM. I’m relatively new to the system and exploring the functionalities related to file management and automation. Here’s a rundown of the scenar read more