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Lists, Lead Scoring & Workflows

Im Forum Lists, Lead Scoring & Workflows nach Lösungen suchen oder eine Frage stellen

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edachs on Juni 26, 2023

Creating a "last marketing interaction date" property based on other date properties already known

Hi! I've been looking at these 5 separate date properties to determine when a contact's last marketing interaction was: Date of last marketing email open Time last seen Last engagement date Last activity date Last session date Instead of ha Beitrag ansehen

Antworten Custom Objects Workaround Workflows

1 Likes

2 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Juni 27, 2023 00:02

Hi @edachs , If you want to build a workflow, it could be as easy as... Re-enrolling contacts when property 1 is known OR property 2 is kn...Beitrag ansehen

InciteJoe on Februar 21, 2023

Workflow involving custom object, deals and products

Hello, I have a project that is coming up and I thought it would be best to try and get some advice for a complicated workflow. It will basically involve a custom object which is "Reseller" and they will be reselling the products that wi Beitrag ansehen

Antworten Custom Objects Deals Workflows

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2 Antworten

TrujayJay

Stratege/Strategin | Elite Partner

Februar 24, 2023 14:32

Hey @InciteJoe ! It sounds like you want to use a workflow to update the line item amount. Is that right? Workflows currently don't have this capab...Beitrag ansehen

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Roger on Juni 16, 2022

Property from custom object in email list

Is there a possibility to integrate an email property from a custom object in an email list to send out a marketing email? Does anybody have an idea or a workaround?

Antworten Custom Objects Marketing Email Professional

0 Likes

3 Antworten

Accepted Solution

CAnderson716

Mitwirkender/Mitwirkende | Elite Partner

Juni 17, 2022 07:55

@Roger I would set up a custom field called Type on the Contact Object and have all your Contacts that are associated with the Partner Object get t...Beitrag ansehen

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Manobyte on Juni 09, 2022

Contact to Custom Object Association

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 Beitrag ansehen

Antworten Contacts Custom Objects Workflows

4 Likes

2 Antworten

Accepted Solution

JenWeiss

HubSpot Employee

Juni 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...Beitrag ansehen

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cives on August 02, 2021

Associate Contact With Custom Object Through Workflow

Hi there, I have a custom object titled "on-demand training". These are recorded pieces of e-learning that are available for purchase. I'm looking to create a workflow where: 1. Customer requests/purchases on-demand training 2. They are emailed Beitrag ansehen

Antworten Custom Objects Workflows

4 Likes

8 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

August 02, 2021 23:31

Hi @cives , There are two ways to approach this. To achieve this after both records have been created already, you would need custom co...Beitrag ansehen

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