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JElston en Marzo 04, 2024
Good day Can someone please assist with some ideas on how to go about this problem, Scenario: Company A, Company B, and Company C are listed on Hubspot and each have their own unique data. Contact ABC is the correct person to speak to and is Leer más
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5 Respuestas
Líder intelectual | Partner nivel Elite
Marzo 13, 2024 09:16
Hey @JElston , For this, you can create a workflow with If/Then branches to create separate paths based on the trigger properties for each company...Leer más
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DParker9 en Noviembre 22, 2023
I'm trying to create a list we can use to email a certain type of contact at each of our customers. We have Companies with Lifecycle Stage = Customer and we have Contacts associated to those Companies with Association Label = "xyz" I want Leer más
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5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 22, 2023 11:45
Hi @DParker9 , Once you add the first filter, simply click on 'Any company' to pick one of your association labels. Best regards!
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thomas_bennett en Abril 17, 2023
Good morning, Lists, Lead Scoring & Workflows community, If this post is in the wrong location; I apologize for my error and please move it accordingly. We have contacts workflow that is using Company fields. Specifically there is an e Leer más
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5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 18, 2023 00:27
Hi @thomas_bennett , @thomas_bennett wrote: What other information may I provide to be able to help you help us better? This mainly ref...Leer más
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BDialloHS en Abril 13, 2023
Dear, Why I cannot find the filter to "Company is not on list" in the workflow editor filter action ? Thanks in advance!
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7 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 14, 2023 05:39
Hi @BDialloHS , In that case, you would have to create a company-based workflow first that sets any custom property, e.g. a single checkbox, t...Leer más
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jcworth en Enero 26, 2023
Hi All, Hoping someone has a better idea than I do to return a limited number of companies/contacts for lists or views. I'm looking to create top 100/250 customer lists, however at this stage I've simply had to sort by revenue and manually f Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 26, 2023 11:30
Hi @jcworth , A quick workaround would be using the company index page ( Menu > Contacts > Companies ), filter this index page to yo...Leer más
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derekperkins en Junio 07, 2022
Is there a way to reference the trigger object for a workflow in an email template? Here's a scenario: "Contact A" belongs to 2 companies - "Primary Company" and "Another Company". "Primary Company" is the primary company for "Contact A". A work Leer más
Accepted Solution
Líder intelectual | Partner nivel Elite
Junio 10, 2022 12:05
Hello @kvlschaefer and @derekperkins , Currently, we can only use the primary company token in the HubSpot Emails. Regards,
deanrenshaw en Marzo 02, 2022
I have a workflow that I would like to create a company based on a lead generated. So ideally the contact workflow can check a list of companies - to make sure it doesn't already exist before proceeding to create a company. I could use 'as Leer más
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5 Respuestas
Participante | Partner nivel Elite
Marzo 03, 2022 07:26
@deanrenshaw 1. Yes. https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts - this is th...Leer más
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Osnovyanenko en Septiembre 21, 2021
I'm currently exploring an idea where I can filter incoming contacts based on their email domain. A sort of domain allowlist-blocklist concept. A similar solution exists for sign-up forms where a field validates a domain against a free domain Leer más
Accepted Solution
Asesor destacado | Partner nivel Diamond
Septiembre 22, 2021 17:16
Hey @Osnovyanenko , unfortunately, I don't think this is currently possible in HubSpot.
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RobertU en Abril 26, 2021
Hi all, I'm struggling with the enrollment of a workflow, I hope someone can help. The situation : The company property 'Total Plan Amount' is a number field, and displays the total amount a customer pays us. We work with scalable subscript Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 26, 2021 07:48
Hi @RobertU , You can exclude records with a "history" in a certain field by using the "has never been equal to" option in lists and workflows...Leer más
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TomAilor en Abril 19, 2021
Will calculated properties automatically re-run if one of the calculation properties values changes? For example, if a calculation property is set to run the average revenue per employee of a company based on Company Revenue property and Comp Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 20, 2021 00:41
Hi @TomAilor , Yes, calculated properties will re-calculate when a property value used in the equation is changed. One way to check this...Leer más
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