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 Leer más
Hi @coolraj12 ,
Unless I'm misunderstanding your intention, you should be able to do this using association labels. If a Contact's Primary as...Leer más
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 Leer más
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.
Hi @MMassung
Yes, you can score the records that have booked a meting using this field " Date of last meeting Book" on Deal pproperties When eve...Leer más
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 Leer más
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 Leer más
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 ...Leer más
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
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?
Hi @Jkvet , As a continuation of @karstenkoehler great answer. Another option to map all of the Country/ Region values, you create a "Single Obj...Leer más
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) Leer más
Hi @GGuy ,
The email address is a unique identifier in HubSpot. No two contacts can exist with the same email address. Following this logic, H...Leer más
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 Leer más
Hi @Sebastian_Lauk ,
You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...Leer más
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 Leer más
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 Leer más
Hi @MSeidenglanz ,
Thanks for the screenshot, that's helpful. You're correct, currently your workflow would simply enroll contacts in your por...Leer más