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  • Solved
    ChrisChiha on December 05, 2021
    6 Replies
    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
    Guide | Diamond Partner
    December 07, 2021 23:17
    Hi @ChrisChiha , Just FYI, we have got this new update in HubSpot workflows where you can schedule wf. Check this: This might solve the p...
  • Solved
    ChrisChiha on November 09, 2021
    5 Replies
    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...
    Hall of Famer
    November 09, 2021 22:15
    Hi @ChrisChiha , Association labels are a fairly new feature, I don't think this is possible yet. Best regards!
  • Bob2245 on November 03, 2021
    1 Replies
    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...
    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...
  • Jeanisrad on July 09, 2021
    3 Replies
    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 ...
    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
    1 Replies
    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 ...
    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...
  • Solved
    thomas25 on May 28, 2021
    2 Replies
    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...
    Recognized Expert | Platinum 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 ...
  • Solved
    kahweing on May 27, 2021
    1 Replies
    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?
    Hall of Famer
    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...
  • DanPronovost on January 02, 2021
    2 Replies
    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...
    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 ...
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