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SZinken on November 28, 2023
Is there a way to create a workflow to trigger a calendar invitation? We are using a Hubspot form for event registration and want someone who fills out the form to have the event added to their calendar. I'm thinking a workflow is the best option, read more
0 upvote
3 Replies
Accepted Solution
November 28, 2023 11:03
Thanks Karstan!
DKlopper on November 28, 2023
Our company uses Hubspot as our CRM, and the marketing emails and CS ticket system works quite well for us. One thing that we are struggling with is sequences and workflows. We send out automated updates via email to all our clients on a w read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2023 04:07
Hi @DKlopper , You can set up additional subscription types, if needed: more
JNyfox on November 20, 2023
Is there a way to make the contact in a workflow not move forward unless the call outcome of a logged call 02 has been completed? I know you can do initial call, and the most recent updated. However, technically the workflow could make the enrol read more
0 upvote
1 Reply
Accepted Solution
Community Manager
November 20, 2023 15:41
Hi @JNyfox , thanks for reaching out! I'd be happy to help clarify the steps required to achieve your goal. First, let's confirm a couple more
MMorini7 on November 14, 2023
Hello, I am struggeling in finding a way to have a list of contacts with 4 deals closed won after 1/07/2023, do you know how to help me? Thanks, Martina
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 15, 2023 03:25
Hi @MMorini7 , This can unfortunately not be achieved directly within a list, you'll need a deal-based workflow and custom contact number more
03512 on November 12, 2023
Hi All, I've been working with the new Workflow UI that HubSpot has recently started using and I already notice a few issues with it. 1. You can no longer press "Show More" to enlarge your filter criteria Problem: Because of this, when handling read more
Hall of Famer | Partner
November 13, 2023 00:16
Hi @03512 , I agree, I'm not a fan of the recent changes either. There's a discussion thread about the new user interface going on here more
JKazarian on November 06, 2023
Every year, we create a renewal deal for our customers. As an audit, I need to create a list of the following. Have at least one deal that was Closed Won Do not have any deals that were Closed Lost Do not have any deals that are Open Since read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 06, 2023 12:53
Hi @JKazarian , It does, please go back and read my previous post carefully. To exclude companies with any closed lost deals, create an more
Forwrd_AI on November 05, 2023
😖 Struggling to keep your lead scoring models up to date every time new marketing campaigns or product features are launched? Is that Google lead really worth 5 points or 15? Who knows. 🌟 Well, breathe easy, because there's a new read more
0 upvote
2 Replies
November 06, 2023 05:48
Hi @MiaSrebrnjak , Yes, this new feature is available as a part of our HubSpot integration , which in on the official HubSpot marketplace. more
DGanasan on November 04, 2023
Hi HubSpot, I am trying to create a workflow to update Email Sent Day based on 'Sent Date' metric available. I have created a custom field property (Email Sent Day) & a custom code to extract Day email was sent & update value (Email Sen read more
0 upvote
1 Reply
Community Manager
November 06, 2023 05:29
Hi @DGanasan , Thank you for reaching out to the Community! I wanted to invite a couple of subject matter experts to this thread to see if more
PZimathies on October 23, 2023
Hello, Is it possible to add a dealy on the same day of a date property hours before a date / time? Reason: people book appointments with us at a certain date and time. We want to send them an email 2 hours before the appointment takes plac read more
0 upvote
5 Replies
Accepted Solution
Key Advisor | Partner
October 23, 2023 06:29
Hey @PZimathies this is possible with operations Hub and workflows. What you want to do is enroll contacts with your initial date/time property as more
MB11 on October 20, 2023
Hey all, we intend to employ Workflows for triggering Webhooks to send data to our system. For instance, we aim to track email and website clicks and determine which website or email initiated the Workflow. Currently, we have only found a read more
Community Manager
October 20, 2023 11:54
Hi @MB11 , Thank you for reaching out to the Community! I found for you these similar threads that might be of interest: - Webhooks - more
DFlach on October 18, 2023
Hello, I'm trying to build a workflow that will set a timestamp on the contact record based on updates to deal stage. My understanding is that the workflow will not re-enroll contacts based on changes to an associated deal. Any thoughts on read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 19, 2023 00:06
Hi @DFlach , Have you considered creating this workflow as a deal -based workflow instead? Re-enroll deals when the deal stage changes, then more
KTinBK on October 17, 2023
I'm creating a specific list for all our primary contacts at customers. I'm following the steps in this article: The "Actions" drop-down I need to define the relations read more
0 upvote
3 Replies
Community Manager
October 18, 2023 14:21
Hi @KTinBK , Thank you! Regarding the "Point of contact" you mentioned, I wanted to clarify if it is a contact property or a company more
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