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ChrisChiha on December 05, 2021
Hello, I have certain workflows that needs to be triggered only between 9am and 9pm. Is there any way to set conditions or settings to these specific workflows ? Thanks, Chris
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
December 05, 2021 06:31
Hi @ChrisChiha , Generally, there isn't any option for limiting enrollment to certain times, only for pausing workflow actions , in the Set...read more
Solved
ChrisChiha on November 09, 2021
Hello, I am creating automated workflows for my transactional emails, and as i am using deal personalization tokens, i have to set my workflow as deal based workflow. Is there a guaranteed approach to exclude a certain contact type from my deal read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
November 09, 2021 21:44
Hi @ChrisChiha , Until a while ago, the best solution for this kind of problem was to re-create the deal-based workflow as a contact-based wor...read more
Bob2245 on November 03, 2021
So, came across this funny but somewhat annoying limitation in Hubspot's workflow. The use case was as follows: I was building an onboarding sequence for an outsourcing company. Part of the onboarding was to send their newly employed professionals a read more
0 upvote
1 Reply
Community Manager
November 04, 2021 02:00
Hi @Bob2245 I can understand how this could be useful for you to also have the functionnality in date-based workflow so I'd recommend posti...read more
Jeanisrad on July 09, 2021
Is it possible that you can have a condition that sends a lead down two branches in a workflow, vs just the first? Scenario: Workflow sends an email to get the customer to do 2 things. The salesperson toggles yes or no on both. I want different read more
0 upvote
3 Replies
Participant
July 12, 2021 07:31
Thanks Karsten. I ended up creating 4 conditions in the branches for the 4 scenarios as my solve.
LizCoralli on June 09, 2021
In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What read more
Guide | Diamond Partner
June 21, 2021 02:46
Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...read more
Solved
thomas25 on May 28, 2021
Hey, Our company offers a number of different products and we get most revenue out of our existing customers. Therefore, it would be interesting to track existing customers' (or prospects') interest in each of these products (or groups of produ read more
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Diamond Partner
June 16, 2021 21:26
Hello @thomas25 , In your case, the first requirement is to segment existing contacts based on products they are interested and for this, you ...read more
Solved
kahweing on May 27, 2021
Hi, I want to do the contact enrollment trigger when Simplify Router Phone is not empty (filled) and it will direct trigger the webhook. Which should i select? Is Known?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 27, 2021 05:13
Hi @kahweing , That's correct. If you enroll existing contacts, all contacts with a value in this field would be come into the workflow. If yo...read more
DanPronovost on January 02, 2021
Hello All: We have been chatting with our sales rep about the new Marketing Hub with Contacts, and considering switching to this program. I ran the elegibility workflow provided, and it was less than worthless! It ends with requiring me to d read more
0 upvote
2 Replies
Participant
January 04, 2021 13:40
Thank you Ben for the feedback. It is appreciated! I've tried to do the reverse thing (exclude contacts), but since I want to find contacts that ...read more
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