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Lists, Lead Scoring & Workflows

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Solved

samantha_c on August 21, 2024

Changing the owner of a workflow

Hello, I am in the process of deactivating a user with the goal of eventually removing them from our portal. I am reviewing the assets owned by that user and a workflow was one of them. I don't see a way for me to change the owner of a workflow read more

Reply Admin Workflows

0 upvote

1 Reply

Accepted solution

franksteiner79

Key Advisor

August 21, 2024 15:33

Hi @samantha_c Workflows don't have owners, they have users who created them and/or change them. So there is now way to re-assign ownership ...read more

Solved

LKaczmarek1012 on November 13, 2023

Migration from ActiveCampaign to Hubspot - Automations & other

Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate read more

Reply Admin best practices How-To Lists Professional Starter Workaround

1 upvote

6 Replies

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

November 30, 2023 15:57

@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more

Solved

CDugan2 on March 31, 2023

If/then workflow branch depending on if prospect is net/new or existing?

Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more

Reply Admin best practices How-To Marketing Sales Workflows

1 upvote

3 Replies

Accepted solution

franksteiner79

Key Advisor

April 01, 2023 12:53

Hi @CDugan2 It kinda depends on what the workflow is doing and what you are trying to do. Strictly speaking anything that converts a conta...read more

Solved

AprylHudson on June 30, 2022

Moving Lead Status to custom property

Oh I hope @karstenkoehler is around 😁 My issue is this: I have a person who has used Lead Status as a lead source type of property. We need to utilize Lead status for proper LCS management. So I'm moving Lead status data to a new custom read more

Reply Admin Marketing Workflows

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 30, 2022 02:29

Hi @AprylHudson , Ah, gotcha. These would be lost, yes, unless you import each historical value one by one. Would it be acceptable to lo...read more

Solved

MGallagher3 on April 07, 2022

Mass Update Internal email notification

Hi, Is there a way at the admin level to see all i nternal email notification set via workflows for potential errors or updates? Goal is to add a new team member to every single notification, and would rather do this update on a macro scale the read more

Reply Admin Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 08, 2022 00:08

Hi @MGallagher3 , Not that I know of, unfortunately. If these internal email notifications are internal marketing emails , then you can pull ...read more

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