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Solved
MariannaC on June 05, 2023
Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach rem read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 05, 2023 14:12
Hi @MariannaC , Correct – recurring tasks cannot be created in workflows, this option does not exist (yet). To create tasks on a recurring bas...read more
Solved
sboerstler on January 30, 2023
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more
Accepted Solution
Top Contributor | Gold Partner
January 30, 2023 17:37
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task. You could create a ...read more
LMillán on November 24, 2022
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
0 upvote
3 Replies
Guide | Partner
November 24, 2022 23:52
Ideally your task owner and contact owner would be same.
LizCoralli on June 09, 2021
In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What read more
Guide | Diamond Partner
June 21, 2021 05:46
Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...read more
Solved
paigeleslie on May 25, 2021
I'm creating a workflow that will automatically trigger a task based on a customer meeting the parameters. When I tried to create a customer that suited these parameters to test, I got the error message: " [CONTACT] would not enroll because the work read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 25, 2021 10:32
Hi @paigeleslie , The field is empy (see "Close date" right under "Deal information"), that's why HubSpot is returning an error. If there isn'...read more
Solved
jammarynails on June 21, 2017
My main Task tab is not showing at all, and when I go into a contact's information, all it lets me do is create a note. I can not assign a task or activity or call, etc... only a note. So I can't make ANY tasks whatsoever!! Anyone know why? What am read more
0 upvote
1 Reply
Accepted Solution
Member
June 21, 2017 14:08
OK. I figured it out... I guess. I had to click "create a deal" in the side bar of my contact. THEN it applied the CRM features so I could create tas...read more
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