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abigailgn on September 13, 2023
I am trying to create a workflow that triggers based on the Customer Success stage of a company. For example, when a company moves to Live - New, I would like to automatically enroll all contacts in a Customer Success sequence. Currently, the o read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Platinum Partner
September 14, 2023 04:27
Hi @abigailgn For this you can use the Trigger Stage is equal to Live - Now and after that use the action Enroll in Sequence. more
McBainKD on July 12, 2023
Hey all, So I'm looking to create a re-engagement list for Contacts that might have not been contacted and slipped through the cracks. Ultimately the goal would either to be create a report that emails out to our Sales team on a monthly/weekly b read more
Accepted Solution
Recognized Expert | Platinum Partner
July 12, 2023 11:46
Hi @McBainKD , You could create a custom number property that references deal counts for X pipeline and a workflow that increases that more
hntr on July 12, 2023
Hello, I am lookng to filter my contacts via phone country code but also have a specific query I need help with. I have automation setup with clicksend to text people after my contacts are gathered but i'm currently only advertising to a select read more
0 upvote
3 Replies
Community Manager
July 20, 2023 15:05
Hi @hntr , Thanks for these details and apologies for the delayed reply here! Are you referring to the workflow not functioning as more
AFolkman on June 29, 2023
Hey all, Looking for some help as all the contacts from an important list are not there anymore. I'd love some assistance on how to get these contact back on that list. It was set by an employee that is no longer works for the company and it see read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert
June 29, 2023 13:24
Okay, that's good to hear! Yes, if there's a list filter for "Contact owner" and the contacts have been reassigned, try switching the owner more
RMarques5 on June 23, 2023
Hi all, I've done some research but couldn't find anything specific to what I am looking for. First I'm trying to make a workflow to update one date field called 'Today's Date'. Have tried a couple of solutions but stil need to wait to check if read more
June 23, 2023 02:43
Hi @RMarques5 , This is possible to create and apply the rule via workflow, you need to check and update the date fields as if the First date ( more
coolraj12 on May 30, 2023
Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac read more
5 Replies
June 06, 2023 05:41
hello Ryan, Thanks for your reply. I have tried your suggesstion and looks like the condiiton is not available for re-enrollment. The more
MikeVizibl on May 03, 2023
Hey all, Struggling to find guidance on this topic so hoping someone can help here! We've got quite a complex manual lead scoring model that does work, for the most part, but the biggest problem we have is that we have very specific, targeted pe read more
0 upvote
2 Replies
May 04, 2023 01:17
It sounds like you're on the right track with your proposed approach of scoring based on role and function rather than specific job more
MichelleMassung on May 01, 2023
Is it possible to have lead scoring criteria based on a meeting having been booked through a booking link? I want to increase the lead score for a contact when they book a meeting with Sales.
0 upvote
4 Replies
Accepted Solution
Key Advisor | Platinum Partner
May 02, 2023 06:49
Hi @MichelleMassung Yes, you can score the records that have booked a meting using this field " Date of last meeting Book" on Deal pproperties more
rkcastillo on April 27, 2023
I have hundreds of contacts in my contacts tab. We did a conference with a couple hundred registrations. I opened all the submissions of the form for this conference. Is there a way to choose all those contacts and in bulk change their lead read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
April 27, 2023 23:58
Hi @rkcastillo , Under Menu > Contacts > Contacts , you can click Advanced filter s (above the table view), select Add filter & more
CKelson on April 19, 2023
Since Hubspot doesn't let us modify default system emails, there are some situations where we have to notify our sales team about form submissions through workflows. However, when we try to include the form submission info, only some of the info act read more
April 21, 2023 10:07
Thanks for the suggestion @CateDuarte . I added a 5 minute delay, and unfortunately the only thing that seems to have changed is that now the email more
thomas_bennett on April 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 read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
April 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 more
Jkvet on January 19, 2023
I need to change the Country/Region contact property from a single-line entry to a drop-down menu. What will be the best way to introduce this change when it will affect more than 2500 existing contacts?
0 upvote
2 Replies
Accepted Solution
Participant | Diamond Partner
January 25, 2023 08:53
Hi @Jkvet , As a continuation of @karstenkoehler great answer. Another option to map all of the Country/ Region values, you create a "Single more
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