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marty_mac on March 15, 2024
I am creating a nurture campaign for net new contacts who filled out a form to download a recent report. I am trying to create a workflow based on the form submission but I only want the nurture campaign to go to the net new contacts. I am thinking read more
0 upvote
1 Reply
Hall of Famer | Partner
March 15, 2024 10:02
Hi @marty_mac , You can use the field "First conversion" for this 🙂 First conversion: the first landing page and form the contact s...read more
IuliaArtean on March 12, 2024
Hello, I've created a 'Follow-up on email workflow' based on contact properties trigger. But I would like to add a deal stage filter too on this as I only want to trigger here those people who have "Offer sent" deal stage. This is because after read more
0 upvote
1 Reply
Hall of Famer | Partner
March 12, 2024 09:04
Hi @IuliaArtean , Unless you're working with association labels , you can't distinguish between deals from a contact-based workflow. If you n...read more
Solved
IuliaArtean on March 08, 2024
Hello, Iwould like to test a workflow that I just created (Snapshot attached). I would test it with my contact but I really want to see how the contact is being triggered and how the branch option will be chosen and if I will create a deal I am con read more
0 upvote
10 Replies
Accepted Solution
Hall of Famer | Partner
March 08, 2024 05:49
Hi @IuliaArtean , The best way to test this under real circumstances, without affecting your actual contacts, is by adding an additional filte...read more
Solved
IuliaArtean on February 29, 2024
Hello, I want to know if a contact arrives in my branch and fits only one of the branch's filters, it will move on to the next branch as it's not a fit for all the filters , right? I am concerned that for example if a contact fits to Deal stag read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 29, 2024 10:08
Hi @IuliaArtean , A record must meet all criteria of a branch filter group to go down that branch. (There could be more than 1 group combined ...read more
Solved
IuliaArtean on February 23, 2024
Hello, I would like to create a nurturing workflow for leads who received our offer 1 month ago and are not ready to buy yet. Was thinking to do this based on deal stage "Offer sent" and name of the deal, but when I've been trying to test this read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 23, 2024 05:46
Hi @IuliaArtean , Unless all deals have the exact name "MAGIDO HP", that would be the reason why your records are not meeting the enrollment...read more
Solved
IuliaArtean on February 20, 2024
Hello, I want to know the difference between having an IF/THEN branch with different branches on email activities like email opens, email clicks and adding an OR filter (inside the IF/THEN brand) Also how are the branches counted? I unde read more
0 upvote
11 Replies
Accepted Solution
Hall of Famer | Partner
February 20, 2024 07:29
@IuliaArtean this is context I didn't have - this can be done in a much easier way. Simply set up the reply as a workflow goal: https://knowledge....read more
Dlemoine on February 15, 2024
Hi, I need to import a list of people who attended online vs in-person. So I created 2 separate lists for that. Some already exist on Hubspot and some are new. I still want the existing contacts to be part of the list but Hubspot won't let me b read more
0 upvote
2 Replies
Hall of Famer | Partner
February 16, 2024 00:14
Hi @Dlemoine , If you don't make any changes to this dropdown menu (or select it like shown) during the import process, you shouldn't experien...read more
Solved
Wijtmans on February 15, 2024
Hi there, I am trying to create a workflow that sends out event emails and follow-up emails. I was wondering how branching behaves in workflows. I have done some research but have not found a definitive answer. I have made a screenshot of th read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2024 08:46
Hi @Wijtmans , The first important thing is to understand that HubSpot executes these actions within seconds - HubSpot does by default not wai...read more
Solved
BikeRunner on February 14, 2024
Hi, For every deal that is created in our account, the deal will get 2 contacts. One is the customer, and the other one is the associated service provider. They can at the moment be identified with the custom contact field called "Type of customer read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 14, 2024 06:55
@BikeRunner you can find sample files for imports with association labels here: https://knowledge.hubspot.com/import-and-export/set-up-your-import...read more
Solved
bren_henn on February 13, 2024
hello, When one of customers contacts customer service, we send them a feedback survey. We have a workflow set up that triggers when somebody gives a certain answer on that feedback survey. We want people to be able to re-enroll in the read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 14, 2024 00:15
Hi @bren_henn , Happy to help here! The details would depend on your setup, but generally, HubSpot works slightly differently. Feedback ...read more
Solved
ABhatt3 on February 09, 2024
I'm creating a workflow, where every time a NEW contact is created it sends an INTERNAL email to one team member. I know this will probably send hundreds of emails per week, but we want to track these contacts and their information every time a new read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
February 09, 2024 11:47
Hi @ABhatt3 , The workflow action your looking for is "Send internal email notification": The workflow would trigger when "Create ...read more
Solved
YeshaMehta on February 07, 2024
Hello, I recently made some updates to my MQL workflow, and I've attached a screenshot of the updated workflow for your reference. However, for the past two days, I've been encountering an error related to the lifecycle stage. Despite reviewin read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
February 08, 2024 00:24
Hi @YeshaMehta , If you look up the contact that threw the error, you should notice that their Lifecycle stage is already progressed further t...read more
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