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DMacdonald14 on Juni 03, 2024
I currently have a workflow running that is copying a contact property over to a company property. It is working as designed, however, I'm struggling with backfilling historical information on companies where multiple contacts associated. Here's t Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Juni 04, 2024 00:12
Hi @DMacdonald14 , If you create a company based workflow and copy from contact to company, you can specify to copy the value from the conta...Beitrag ansehen
HJ00 on Mai 24, 2024
I want to make the person who created contact to be that contact's contact owner, especially for contacts which were created by mobile iOS or Android. I tried to set this in workflow but there only appears to set contact owner as a specific user. Beitrag ansehen
4 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 24, 2024 01:39
Hi @HJ00 , When manually creating a contact in the iOS app, I just double checked, HubSpot defaults the contact owner to the person who is cre...Beitrag ansehen
nvawh on Mai 09, 2024
We use workflows to send emails to our customers throughout their program with us which is usually 20 weeks long and they get around 4 check in emails throughout that time. The sales team would like to be able to go into a contact and see whic Beitrag ansehen
4 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 09, 2024 11:14
Hi @nvawh , If tasks are acceptable, then yes, this would be a smart approach. I would however not create the task before each email action in...Beitrag ansehen
norismat on April 16, 2024
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works Beitrag ansehen
2 Antworten
April 17, 2024 07:59
Hi, I am working on Hubspot and no external tools. So far, I have learnt of no options to use Labels in Workflow beyond filtering.
Lucas_Maciel on April 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number Beitrag ansehen
Accepted Solution
April 21, 2024 16:13
@Lucas_Maciel - I don't know if you will be able to get exactly what you are trying to achieve here out of the box, as you've already figured out, ...Beitrag ansehen
MRoberts19 on März 26, 2024
Hi there, Can anyone suggest a way to use personalization tokens in an email so different recipients get a different URL (for a document) in the body of the email? E.g. sending one email but multiple customers will see a different URL depending Beitrag ansehen
6 Antworten
Accepted Solution
Berühmtheit | Partner
März 26, 2024 07:58
@MRoberts19 you would create 7 smart rules and adjust the text of the module that you're making smart accordingly. In that text, you would place th...Beitrag ansehen
Kirbs on Februar 27, 2024
I have a workflow that sends Contact property data to Google Sheets when ANY form is submitted. It uses the Hubspot Google Sheets app which can only send a Contact property ( Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 27, 2024 13:40
Hi @Kirbs , HubSpot has a default contact property for this, "Recent conversion" 🙂 " the last form the contact submitted. This is format...Beitrag ansehen
WVine on Februar 16, 2024
Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 16, 2024 08:01
Hi @WVine , You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and t...Beitrag ansehen
davelopez on Februar 02, 2024
In Contacts, I created seven custom Views. In each View, I made a separate Advanced Filter to parse my contacts. Example, View #1: All Contacts (HubSpot created view), no Advanced Filter View #2: US Team (my custom view), with Advanced Filter Beitrag ansehen
3 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 02, 2024 09:57
Hi @davelopez , To rule out the obvious: Have you made sure to save the views by clicking on the save icon? Best regards
CDeBondt on Januar 31, 2024
Dear HubSpot Community Support, We're encountering a problem where contacts not supposed to become leads are being categorized as leads in our automated lifecycle stages flow. Despite reviewing workflows and forms, we can't identify any errors o Beitrag ansehen
1 Antwort
Accepted Solution
Berühmtheit | Partner
Januar 31, 2024 09:08
Hi @CDeBondt , When you navigate to an affected contact, click "View all properties" in the left sidebar, search for "Lifecycle stage", then h...Beitrag ansehen
EAzuz on Januar 31, 2024
Hi guys, I am looking for a solution where I want to consider all the previous changes in a numeric field (such as Currency Field) in a workflow. Here is the case, we want to track our customer's payments in a field (Let's call it "Pay amount" Beitrag ansehen
2 Antworten
Januar 31, 2024 04:32
Hi @TomM2 , Thanks for the answer, but ironically, my goal is to keep a record (static) for the "original pay amount" in a different field. That's...Beitrag ansehen
ELam03 on Januar 29, 2024
Hi there experts. I have a 20-email lead nurture workflow created for marketing contacts. After the completion of the workflow, if a contact hasn't converted to become a customer within 30 days, we want to set their status to become a non-market Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Januar 29, 2024 01:03
Hi @ELam03 , I like to do this by creating a "Nurturing exited date" and use the "Set property value" action to log this date at the end of th...Beitrag ansehen
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