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HJ00 en May 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. Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 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...Leer más
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nvawh en May 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 Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 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...Leer más
norismat en Abril 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 Leer más
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2 Respuestas
Participante
Abril 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.
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Lucas_Maciel en Abril 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 Leer más
Accepted Solution
Colaborador líder
Abril 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, ...Leer más
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MRoberts19 en Marzo 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 Leer más
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6 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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...Leer más
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Kirbs en Febrero 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 ( https://app-eu1.hubspot.com/ecosystem/25901100/marketplace/apps/marketing/ Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 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...Leer más
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WVine en Febrero 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 Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 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...Leer más
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davelopez en Febrero 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 Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 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
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CDeBondt en Enero 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 Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 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...Leer más
EAzuz en Enero 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" Leer más
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2 Respuestas
Miembro
Enero 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...Leer más
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ELam03 en Enero 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 Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Enero 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...Leer más
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SWeissmann en Enero 24, 2024
So long story short - we host events and I want every time someone attends an event their score to go up by 1. So let's say these 3 contacts exist and have currently attended this many events: Max - 0 Mary - 6 Mohammad - 3 They attended a Leer más
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4 Respuestas
Accepted Solution
Asesor destacado
Enero 24, 2024 08:37
Yes it is possible. The field could just be a number field and you could build a workflow with a step to increase or decrease a property value as par...Leer más
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