Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more
Hi @CRusso ,
The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...read more
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more
No matter how many emails subscribe to my newsletter form my Contacts page only shows 3 records, literally every single day it's a new unbearably and unbelievably insufferable issue with this platform, just genuinely absolutely f***ing unbelievable read more
Hi @NoTechSupport
This is indeed a simple form setting called "Always create contact for new email address" which you need to activate in yo...read more
Hi all, When I create a contact-based list with filters on associated companies and custom object (and associated labels), any chance I can edit columns in the way to display the company properties used, and association labels (in my case on con read more
Hello, I created a property "Last contact type" (object company) with the following values : Inbound Call Outbound Call Inbound Email Outbound Email Then, I wanted to create 4 workflows to populate this property: 1 workflow trigger eac read more
Hi @CPECORARI ,
The best workaround currently is creating a list with the same enrollment criteria as the workflow, the also adding the filter...read more
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Hi @RHendricks
Personally I have never seen lists being used to set a lifecycle stage, but rather to show which contacts have which lifecycl...read more
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
Hi, We have a lifecycle stage "unqualified" when a contact reach this lifecycle stage we want him/her to be a non-marketingcontact, unenrolled from other selected workflows, unenrolled from sales sequences and we want that all associated company read more
@MHofstede5 - most required actions for your "disabling" of a Contact can be set up in a workflow. For removal from other workflows, create a dynam...read more
What is the best way to get started with lead scoring? Lifecycle stages can be difficult when we sell mutliple products. I'm curious to know how others got started lead scoring and building a process around that.
What are my options for creating a workflow for our company's HubSpot users (internal)? Ideally, I want to create a form that asks users to input a date for an event. The date will be linked to their name and they will be enrolled in an automated wo read more
Hi @alexagatiss ,
You would treat this exactly as you would treat a workflow for external contacts, only that you'd limit the enrollment of yo...read more
Hey all, we intend to employ Workflows for triggering Webhooks to send data to our system. For instance, we aim to track email and website clicks and determine which website or email initiated the Workflow. Currently, we have only found a read more
Hi @MB11 , Thank you for reaching out to the Community! I found for you these similar threads that might be of interest: - Webhooks - Subscribin...read more
Hi, I know if my sales team are sending a sequence the contact doesn't need to be enrolled as a marketing contact, but if there is a workflow behind the sequence, do they need to be marketing contacts? Thanks L