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coolraj12 en 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 Leer más
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4 Respuestas
HubSpot Employee
Junio 02, 2023 14:06
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
MikeVizibl en 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 Leer más
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2 Respuestas
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 titles....Leer más
MMassung en 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.
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4 Respuestas
Accepted Solution
Guía | Partner nivel Platinum
May 02, 2023 06:49
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
rkcastillo en Abril 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 Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 27, 2023 23:58
Hi @rkcastillo , Under Menu > Contacts > Contacts , you can click Advanced filter s (above the table view), select Add filter &g...Leer más
CKelson en Abril 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 Leer más
Abril 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 ...Leer más
thomas_bennett en Abril 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 Leer más
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5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 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 ref...Leer más
Jkvet en Enero 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?
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2 Respuestas
Accepted Solution
Participante | Partner nivel Diamond
Enero 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 Obj...Leer más
M_CD en Diciembre 01, 2022
Hi all, I'd like to make a list containing visitors who have visited two or more urls out of a list of individual urls. Who can help me with this?
1 Me gusta
1 Respuestas
Accepted Solution
Asesor destacado | Partner nivel Platinum
Diciembre 01, 2022 07:14
Hey @M_CD , I assume you've tested this approach already to create a list: The other thing that I can think of is to create a sc...Leer más
GGuy en Septiembre 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) Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Septiembre 06, 2022 05:00
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
Sebastian_Lauk en Junio 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 Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Junio 20, 2022 00:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...Leer más
Manobyte en Junio 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 Leer más
2 Me gusta
1 Respuestas
Accepted Solution
HubSpot Employee
Junio 10, 2022 09:18
Hi @Manobyte , Thank you for reaching out to us! I was able to find a similar community post on how to achieve this. @Anonymous ha...Leer más
MSeidenglanz en Abril 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 Leer más
0 Me gusta
7 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 02, 2022 03:07
Hi @MSeidenglanz , Thanks for the screenshot, that's helpful. You're correct, currently your workflow would simply enroll contacts in your por...Leer más
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