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BPersson on April 25, 2024
Can you tell me how to set up a workflow based on a future date as a customer reminder. Thanks. Like: 9 months BEFORE a Company Date Property, they receive an email
0 upvote
3 Replies
Top Contributor
April 25, 2024 14:43
@BPersson thanks for clarifying! That should work. You can make a contact workflow and use your "Company Date Property" instead of the "Next activi...read more
Solved
JOnwah on March 21, 2024
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
1 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
March 25, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...read more
Solved
NJ_001 on February 15, 2024
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
February 15, 2024 17:43
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...read more
Solved
THalfast on January 12, 2024
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 read more
Accepted Solution
Most Valuable Member | Elite Partner
January 15, 2024 10:45
@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...read more
ddredger on December 14, 2023
Hey all, We recently migrated from Marketo to HubSpot, and creating a workflow that allowed contacts to re-enroll and receive date-based renewal emails each time they approached their subscription expiration date was particularly challenging (we read more
2 upvotes
5 Replies
Participant
March 25, 2024 17:55
Hey Daniel! Yes, since workflow enrollment is based on list membership, as long as the person's expire date updates and they meet all the criteria to...read more
Solved
LKaczmarek1012 on November 13, 2023
Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate read more
Accepted Solution
Most Valuable Member | Elite Partner
November 30, 2023 15:57
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more
Solved
FannyL on October 12, 2023
Hello, I have set up a workflow, based on contact, to notify different teams of new submissions in my web contact form. I would like to add a branch: - if hubspot_owner_id is known -> send to hubspot_owner_id - if hubspot_owner_id unknown -> read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 12, 2023 12:36
Hi @FannyL , If understood you correctly you want to: notify the owner when the owner is known notify the team when the owner is unknown...read more
Solved
FannyL on October 02, 2023
Good morning, I would like to be able to configure the sending of form submissions to different teams based on the answers entered in this form. I tried with a workflow, but I don't know how to include the content of the form submission in the inter read more
Accepted Solution
Hall of Famer | Partner
October 02, 2023 05:08
Hi @FannyL , I shared this in a previous post: https://community.hubspot.com/t5/Lead-Capture-Tools/Customizing-From-Submission-Notification-E...read more
Solved
IMcMahon9 on September 29, 2023
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre read more
1 upvote
3 Replies
Accepted Solution
Thought Leader | Platinum Partner
October 20, 2023 12:04
Hey @IMcMahon9 hope you are doing well. So, as Jennifer said this is going to depend on how you 'd set up the enrollment criteria of the WF. ...read more
Solved
MDavenport13 on September 19, 2023
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e read more
Accepted Solution
Key Advisor
September 20, 2023 12:07
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are to...read more
TomVW on September 15, 2023
Hello! My question is: If I want to create a workflow triggered by contacts clicking on a url on that email. How can I make sure that this email is sent to specific lists instead of all my contacts?
0 upvote
1 Reply
Most Valuable Member | Elite Partner
September 15, 2023 15:06
Hi @TomVW you'll want to make sure that you start by creating lists based on your segmentation needs to make sure only the intended contacts rece...read more
Solved
CDugan2 on March 31, 2023
Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more
Accepted Solution
Key Advisor
April 01, 2023 12:53
Hi @CDugan2 It kinda depends on what the workflow is doing and what you are trying to do. Strictly speaking anything that converts a conta...read more
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