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
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
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
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
Hi @IuliaArtean ,
The best way to test this under real circumstances, without affecting your actual contacts, is by adding an additional filte...read more
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
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
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
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
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
@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
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
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
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
Hi @Wijtmans ,
The first important thing is to understand that HubSpot executes these actions within seconds - HubSpot does by default not wai...read more
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
@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
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
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
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
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