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
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
@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 t...read more
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
@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 ...read more
We have a workflow that sends SMS reminders to contacts that have registered for our webinar. We have delays set up to send the reminders out 24 hours before, one hour before and 5 minutes before. We branch out contacts who have registered for read more
The conversion could have happened days prior though, and there's a possibility they might complete another form in that time. Also, I'm not seeing a...read more
Hello, Do you happen to know if you can detect a user's device type while they are in a workflow? For example, if the user is on a mobile device, you want to send them a text message. If the user is on a desktop you want to send an email. T read more
Hi @matt72 ,
While you can request this in the HubSpot Ideas section of the community ( https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/H...read more
Hi - Wondering if someone has any ideas on how to solve this. We sometimes find contacts enrolled into 2 or more nurture workflows at the same time. We started by using "Remove them from specific workflows" and adding all exclusions here, b read more
Hi @SilvanaPSI ,
I like to solve this by documenting on the contact record that the contact is being nurtured. This could be done in various w...read more
I created a workflow that uses a multi-checkbox property with 5 different selections. My initial thought was that I could create the workflow with a Value Equals branch, and then have each branch create a task assigned to a specific person. So, if s read more
Hi @esealpha ,
A couple of options. You could use create a workflow with a bunch of if/then branches as mentioned. I did this for a client rec...read more
Hi, I've created an active list in HubSpot to track contacts associated with a specific campaign for reporting purposes. However, in my experience with HubSpot, and particularly in this case, the active list fails to update no matter how many tim read more
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 read more
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...read more
The ability to do more with the Hubspot Sales Meeting tool in workflows is very limited. For example, I want to set a marketing email and internal notification to go out two days before a meeting is booked. This can't be done in a workflow. It also read more
Hi @MStach , Sorry for the delay in the response and thanks for the additional information! I created an example of a workflow for that (see bel...read more
You set up access on contacts so users can only view ones owned by their team, and if you make a list then you can only see the contacts owned by your team in that, but if you use that list in an email it will send to all the contacts on it, includi read more
Hi @NBraden , So, instead of using a general list for email campaigns, you can create segmented lists based on ownership and other criteria. For...read more
Hi all, I'm trying to figure out how to create a dynamic list depending on how a prospect fills out our subscribe to newsletter form which takes a contact on an email nurture workflow depending on how they have responded e.g. they choose Job tit read more
Hi @samcconsulting ,
Is there a particular reason that you want active lists in the mix? Generally, when I'm able to avoid additional assets a...read more