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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 Lire la suite
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 Lire la suite
@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, ...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
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/ Lire la suite
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Février 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...Lire la suite
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 Lire la suite
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Février 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...Lire la suite
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 Lire la suite
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 Lire la suite
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Janvier 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...Lire la suite
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" Lire la suite
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...Lire la suite
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 Lire la suite
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Janvier 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...Lire la suite
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 Lire la suite
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...Lire la suite
Hi there! I am not sure if this is the correct place to ask this question but....here goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th Lire la suite
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks?
Custom report: Conta...Lire la suite
We use the out-of-the-box lifecycle stages in HubSpot. I've noticed our sales team will often mark a single lead as "sales qualified lead" or "opportunity", but not all the leads. I would like to create a process that marks all leads an opportu Lire la suite
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