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GGuy on September 06, 2022
Please ask the CEO and CPO of HubSpot for the following super complex and complicated future: (it's super long so please keep attention) Simple toggle button that simply does this: NEVER EVER FOREVER FOR ANY FORM (regardless HS-form or non-HS-form) read more
0 upvote
2 Replies
Recognized Expert | Elite Partner
September 06, 2022 05:54
@karstenkoehler you're a gem, my friend.
Solved
Sebastian_Lauk on June 19, 2022
I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 19, 2022 21:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...read more
Solved
Manobyte on June 09, 2022
I was trying to build a workflow that would, if certain requirements were met, associate a contact with a custom object that I created. I can see that there are some custom object related interactions in workflows, but I cant seem to figure out crea read more
Accepted Solution
HubSpot Moderator
June 10, 2022 06:18
Hi @Manobyte , Thank you for reaching out to us! I was able to find a similar community post on how to achieve this. @karstenkohler...read more
Solved
MSeidenglanz on April 28, 2022
Hello, We are currently using Hubspot Workflows' "is member of list" criteria to call a webhook on our side so that we know when a contact has been ADDED to the list. How can we detect, when a contact is REMOVED from a list. We've already tr read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
May 02, 2022 00:07
Hi @MSeidenglanz , Thanks for the screenshot, that's helpful. You're correct, currently your workflow would simply enroll contacts in your por...read more
lauragalber on April 27, 2022
Now, the different groups in a list are shown more clearly, but one more step is needed to speed up our tasks: We usually clone groups to take advantage of the added properties or filters but... Sometimes we suddenly forget some more and we mu read more
0 upvote
3 Replies
Participant
May 02, 2022 03:33
Here, you can watch the idea 👉 https://community.hubspot.com/t5/HubSpot-Ideas/The-groups-of-a-memberlist/idi-p/622978#M110793
Solved
ARollman on March 29, 2022
Hi friends! I am looking to create a workflow that edits a contact property with a date picker field type. The current property that I have in our HubSpot is "Free Trial Enrollment Date," which autopopulates the date a contact began a free trial on read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 29, 2022 21:30
Hi @ARollman , HubSpot does not have a native feature for that. It would require third-party solutions (e.g. passing on property values into a...read more
Solved
tnpcatalyze on March 14, 2022
How can I automatically add manually imported contacts into my welcome series without duplicates? For example; my company hosts webinars on webex. I take the registrant list and add it to my contacts database, if a person in that import has nev read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 14, 2022 11:31
Hi @tnpcatalyze , HubSpot automatically deduplicates contacts by email address . If you import contacts that already exist under the same ema...read more
Solved
tnpcatalyze on March 08, 2022
Hey y'all: I want to create a list of folks whose create date is before 03/01/2021, whose email has hard bounced, and who DO NOT have any deals associated with their account. The first two are easy, but I'm having trouble figuring out how read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 08, 2022 11:53
Hi @tnpcatalyze , The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at leas...read more
deanrenshaw on March 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 read more
0 upvote
5 Replies
Participant | Gold Partner
March 03, 2022 04:26
@deanrenshaw 1. Yes. https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts - this is th...read more
khensel on December 16, 2021
Our customer data is managed through Personify and we have an integration with HubSpot so that any changes that happen to a customer's record in Personify are synced with HubSpot. We are facing the problem that when a customer updates his/her email read more
0 upvote
1 Reply
HubSpot Moderator
December 20, 2021 07:19
Hi @khensel , Thank you so much for reaching out! When an e-mail address on the contact record has been updated the subscriptions preference...read more
Solved
TRichards on November 30, 2021
Has this ever happened to you? You set up a Workflow, starting with an Active or Static list. Before each subsequent email you do "if contacts are in X list" they don't get the next one. X list is a growing list of purchasers. Usually you e read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
December 09, 2021 21:55
Hi @TRichards , Is this a regular workflow or a date-centered workflow? In a regular workflow, contacts should go through all steps and not sk...read more
Solved
MaiaP on November 23, 2021
Hi everyone, It looks like Hubspot is wrongly attributing lead sources in the following situation: users visit the website but don't submit their contact details, then they come back via another traffic source and finally submit their details an read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 23, 2021 10:26
Hi @MaiaP , HubSpot automatically maintains different fields for this: Original source: the first known source through which the cont...read more
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