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NBraden on April 06, 2024
Hi all, I'm trying to create a workflow that sends a series of follow up emails when someone submits a form, and there are branches in the workflow that send contacts down different paths depending on if a specific link was clicked in one of the read more
0 upvote
3 Replies
Hall of Famer | Partner
April 11, 2024 00:16
@NBraden exactly, if you want to treat these interactions separately, you would have to clone the emails in each path / branch so you can more
BMelville on April 03, 2024
Does anyone know if it's possible to set up a workflow so it automatically turns off after a certain date? Example: we use automated workflows to add webinar registrants (via HubSpot form submission) to our zoom webinar events. After the webinar dat read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 03, 2024 14:01
Hi @BMelville , Yes, this was introduced recently 🙂 more
BMelville on April 03, 2024
I've seen some similar threads on this topic but none that quite fit my situation. I am looking to set up workflows that will automated the process to update contacts as 'marketing' or as 'non-marketing.' Right now, I'm only looking at the following read more
0 upvote
1 Reply
Hall of Famer | Partner
April 03, 2024 13:57
Hi @BMelville , Here's what I'd suggest for you: Workflow 1: Set contacts to non-marketing Enroll contacts when: Marketing contact more
rulpats on April 02, 2024
I wanted to filter a list based on Job Title. I need title containing 'IT' but the issue is it also takes contacts with titles - DigITal etc. What's the way to create this list? Thanks, Rahul
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 02, 2024 01:51
Hi @rulpats , Along with the "contains any of IT", you would have to include filters like "does not contain any of Digital" - it's not 100% more
ABishop8 on April 01, 2024
I'm hoping there is a way to use contact engagement and tie it to a company level for scoring. For example, I sent an email and when I was looking at the analytics I noticed several people from the same copany clicked on multiple links but none read more
0 upvote
1 Reply
Top Contributor
April 01, 2024 17:20
In the past, I have built a dedicated [custom] score property on the company record and used that for this purpose. Here are some example criteria more
RKallok on April 01, 2024
Hi All, Kind of an odd question here. My Business Development person extracted a list of company names and sent them to me in email, asking me to pull the contact name/email for each company (about 500). Is there an easy way to possibly upload read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 01, 2024 14:41
Hi @RKallok , When you create a contact based list, you should be able to filter for company names in bulk by following this method: more
RBertsch on March 25, 2024
We are looking to create a nurture workflow but the issue is the first email is only relevant if it's before a specific date. If the user enters the nurture workflow after a specific date we want to skip the 1st email and go directly to the next ema read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
March 25, 2024 12:06
Hi @RBertsch , You could do this by creating a custom contact property called something like 'Date entered workflow X', which is populated more
LBeeson on March 22, 2024
Hi We have a number of nurturing workflows running where emails are sent from contact owners. I've had a request to stop sending emails from a specific person whilst they're on leave next week. I wanted to check: What is the best way to do read more
0 upvote
1 Reply
Hall of Famer | Partner
March 22, 2024 04:22
Hi @LBeeson , What exactly is the call-to-action in those emails? Booking a meeting, replying to an email, calling? HubSpot doesn't more
KSergieva11 on March 21, 2024
Hello all! I am trying to create a workflow that checks if the user that submitted a specific form is going to book a meeting after that (after the form submission it automatically redirects to the scheduling page). However, I can't find the rig read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2024 11:19
Hi @KSergieva11 , This can best be solved with a workflow delay until an event occurence: As you can see, this workflow would more
KKolodinsky on March 07, 2024
We have several workflows that operate on a rolling basis for which we want to track goal completions. For example, if a contact becomes a MQL we will nurture them and hopefully convert to a SQL. We have a goal set up to track if someone become read more
0 upvote
1 Reply
Accepted Solution
Community Manager
March 08, 2024 05:01
Hi @KKolodinsky , Thank you for reaching out to the Community! After researching, it looks like there is no direct method for more
CJohnson60 on March 05, 2024
I have a custom object set up through an integration with Salesforce. The object is "Salesforce Campaign". Right now, the users added to that campagin in Salesforce are syncing to Hubspot perfectly! And I have set up an active list to use those asso read more
1 upvote
5 Replies
Most Valuable Member | Elite Partner
March 06, 2024 18:14
@CJohnson60 there's no easy way to do this, to do it with a workflow you'd need to use something like Associ8 - I would reach out to their team more
ASalerno5 on February 23, 2024
Hi there! We set up a workflow when someone applies to be a part of our community. Once a contact has been "Accepted" it is supposed to trigger an email to me to manually add them to the community. For some reason the emails aren't coming throu read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 24, 2024 01:40
@ASalerno5 are you expecting the task from step 5 to be completed before the check on the SAL decision happens? If so, there is currently no delay more
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