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解決済み
FilipRas 4月 22日, 2024
I've put all forms into a single window, but since I'm unfamiliar with this process, I'm unsure if it's preferable to have separate windows for each form or keep them combined? Additionally, if all three forms are within one window, will not 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 22日, 2024 04:45
Hi @FilipRas , The way you've set up these enrollment criteria is that a contact would only enroll if they have submitted form 1 AND 2 AND 3. ...続きを読む
CCurtis0 4月 12日, 2024
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day 続きを読む
0 いいね!
3 コメント
トップ投稿者 | Solutions Partner
4月 12日, 2024 11:50
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her ...続きを読む
ajinkyamurtey 4月 06日, 2024
Hi, I want to create the following workflow in HubSpot can anyone help me if this is feasible? Workflow 1 - For every new or existing contacts via form fill . Add contact source(custom property), if missing update contact source. If 続きを読む
0 いいね!
3 コメント
メンバー
4月 10日, 2024 13:13
Hey guys can you please help me here? Seeking your expertise on this
AJ_Kakrot 4月 06日, 2024
Hi, I want to create the following workflow in HubSpot can anyone help me if this is feasible? Workflow 1 - For every new or existing contacts via form fill . Add contact source(custom property), if missing update contact source. If 続きを読む
0 いいね!
2 コメント
トップ投稿者 | Diamond Partner
4月 17日, 2024 11:33
Hi @AJ_Kakrot Based on the information that you shared this all should be possible to achieve using HubSpot workflows tool and/or some manua...続きを読む
解決済み
Wijtmans 4月 05日, 2024
Hi all, This is a strange question, but is it possible to move around branches in a workflow? For some reason the branches are very wide, which creates an unnecessarily large gap between branches. I have an ultra-wide monitor and even at 30% it 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 05日, 2024 05:58
Hi @Wijtmans , Unfortunately not, no. Beyond zooming in and out and scrolling / drag and dropping your way around the editor, there aren't any...続きを読む
GMasoli 4月 04日, 2024
Hi everyone, I just got the notification that I've almost reached the monthly limit of 2,000 marketing contacts. However, after checking the workflows and forms which set automatically contacts as marketing contacts, I've realised the amount of 続きを読む
0 いいね!
1 コメント
キーアドバイザー
4月 04日, 2024 11:16
Hi @GMasoli Please check this article and especially the part about the marketing contact properties . By checking the marketing contac...続きを読む
解決済み
SOblak 3月 26日, 2024
Each month we add new customers to our system to send marketing emails to with relevant product information. The list provided is a complete list, not an incremental list, meaning each month all the previous month's contacts will be on it as well as 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 26日, 2024 15:22
Hi @SOblak , HubSpot would still set these contacts as marketing contacts if you choose so, despite a full unsubscribe. If you want to a...続きを読む
解決済み
IRaymondBiaggi 3月 26日, 2024
Hi, I'm trying to categorize contacts as customers when they register on our web app's register page. We've already connected the forms through JavaScript and APIs and are capturing the information correctly but I want to trigger a workflow from t 続きを読む
0 いいね!
1 コメント
Accepted Solution
投稿者 | Gold Partner
3月 26日, 2024 11:55
Hi, it's possible that HubSpot doesn't count this as a "form submission" (in the sense of this workflow trigger) as it comes via a custom integration...続きを読む
解決済み
RBertsch 3月 25日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
トップ投稿者 | Solutions Partner
3月 25日, 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 by...続きを読む
IuliaArtean 3月 25日, 2024
Hello, I had created a workflow that automatically creates a deal after an offer is sent to a contact. But I realised that I can't create this workflow efficiently as the "company name" field, that I want to be added in the name of the deal, is be 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Solutions Partner
3月 25日, 2024 07:30
Hi @IuliaArtean , What you are doing in that last screenshot is correct. It will now pull in the Company Name from the Company record instead...続きを読む
marty_mac 3月 15日, 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 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 15日, 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...続きを読む
IuliaArtean 3月 12日, 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 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 12日, 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...続きを読む
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