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JScharpe le Mars 14, 2024
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 Lire la suite
0 Mention J'aime
1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 14, 2024 11:48
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...Lire la suite
Résolues
Casady54 le Janvier 26, 2024
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 Lire la suite
2 Mentions J'aime
3 Réponses
Accepted Solution
Conseiller clé | Partenaire solutions
Janvier 29, 2024 05:46
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 ...Lire la suite
Résolues
AnnettePalmieri le Janvier 24, 2024
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 Lire la suite
0 Mention J'aime
7 Réponses
Accepted Solution
Participant | Partenaire solutions
Janvier 26, 2024 16:03
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 ...Lire la suite
Résolues
AGupta024 le Janvier 15, 2024
I have set up a workflow on Hubspot and want to analyse it. Can you tell me how to do it?
0 Mention J'aime
1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 15, 2024 05:40
Hi @AGupta024 , What exactly do you want to analyse? Generally speaking, this details page would be the first place to go: https://knowledge....Lire la suite
Résolues
NJ_001 le Octobre 13, 2023
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 Lire la suite
1 Mention J'aime
2 Réponses
Accepted Solution
Contributeur
Octobre 16, 2023 08:04
This is very helpful, thank you! It's solved.
Résolues
KSweeney27 le Août 17, 2023
Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that Lire la suite
0 Mention J'aime
2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Août 17, 2023 13:37
Hi @KSweeney27 , Yes, you can achieve this with a branch action and the "Send internal email notification action". For the enrollment tr...Lire la suite
JB_MD le Juillet 28, 2023
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Juillet 31, 2023 05:57
Hi @JB_MD , Thanks for reaching out to the Community! Would you be able to please share a screenshot of what you're seeing on your end?...Lire la suite
Résolues
VRakitski le Juillet 07, 2023
Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. Lire la suite
0 Mention J'aime
3 Réponses
Accepted Solution
Conseiller clé | Partenaire solutions
Juillet 11, 2023 06:09
Hey @JPieters HubSpot uses personalization tokens in emails to populate dynamic personalised data in content. This is fed from the object reco...Lire la suite
Résolues
helen_c le Juin 21, 2023
I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi Lire la suite
1 Mention J'aime
4 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juin 21, 2023 14:17
Hi @helen_c , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earli...Lire la suite
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RBertsch le Mars 31, 2023
We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Conseiller clé
Avril 01, 2023 18:06
You could store the values in a secondary property and then copy to the primary property and choose whether to update or replace the existing values ...Lire la suite
Résolues
keshav-hopstack le Janvier 25, 2023
Hi folks, I want to create an automated email workflow triggered by form submissions where the logic branching is done using the URL of the page where the form submission was completed. The email content will be determined using the Page URL. Lire la suite
2 Mentions J'aime
1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 25, 2023 00:33
Hi @keshav-hopstack , Depending on whether you're referring to HubSpot forms on HubSpot pages or non-HubSpot pages, the approach differs. ...Lire la suite
Résolues
Dedra77 le Novembre 08, 2022
After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
0 Mention J'aime
10 Réponses
Accepted Solution
Contributeur de premier rang | Partenaire solutions Diamond
Novembre 09, 2022 08:27
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...Lire la suite
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