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Afd-mark on November 23, 2022
We like to use all URL's of a campaign in the lead scoring. Ofcourse you can copy all URL's seperately and set it in de LS. That's a takes a lot of time. Is there a way to get all the URL's of a campaign at once? If we can save the URL's in read more
Key Advisor | Diamond Partner
November 28, 2022 15:54
Thanks for the tag @TiphaineCuisset @Afd-mark Are you any common strings in all of the URLs for the campaign? For example, campaign.com/ prom...read more
Solved
JEpner on November 03, 2022
I have spoken to multiple reps who tell me there is no better way to do this... I am stuck creating many workflows to do ONE simple thing I shouldn't even have to use a workflow for. I just want the name of a list to map to a contact property - tha read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
November 04, 2022 00:16
Hi @JEpner , I have a workaround for you that'll take someone new to HubSpot ~ 30 minutes. For contacts who were imported into HubSpot a...read more
Solved
Felipe-CS on September 23, 2022
Hello, My marketing team has suggested having a contact property that receives the Deal Stage, so they can export and analyze data without having to worry about associating deals and contacts. They would rather just export the contact database a read more
0 upvote
3 Replies
Accepted Solution
Top Contributor
September 24, 2022 10:43
Hi @Felipe-CS - It is not a good practice to get the values of the deal stage on contacts by copying it because of multiple associations betwee...read more
Solved
MMDC on September 16, 2022
I'd like to set up a workflow that identifies contacts who: Visit a particular page at least 3 times and Within a two-week period. Is that possible? The straight-forward filter, "page view," only allows number of views or by date -- not bot read more
1 upvote
2 Replies
Accepted Solution
Guide
September 17, 2022 13:34
Hello @MMDC , I had tried these filters on my side as mentioned in your example I hope these filters works for you also. So firs...read more
Solved
Sebastian_Lauk on June 19, 2022
I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 19, 2022 21:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...read more
Solved
JPeel on December 09, 2021
On our sales funnel, most common problem is that potential clients don't show up to sales meetings. So firstable we'd like to count how many times they don't show up before reps decide to close a deal. I am trying to build a counter for that but enc read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 09, 2021 22:19
Hi @JPeel , If you have workflows, you also have custom reports. That means we don't have to stamp any information, we can access this informa...read more
Solved
FSabatini on December 07, 2021
Hey guys, There is a way to put up a workflow that copy a contact property and store it in a totally diferent contact with the same property? what I mean is: I have a contact called Peter and Peter has a property called Candys with a value read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2021 21:41
Hi @FSabatini , Out of the box this is not possible, unfortunately. Contact-based workflows treat contact records one by one and will not make...read more
Solved
CRNuvias on December 02, 2021
Hi All, As a B2B service led organisation. We use Hubspot to market primarily to existing customers. We use Hubspot Score to measure engagement activity rather than new business leads. Hubspot score cannot be edited via workflows and i'm lookin read more
0 upvote
2 Replies
Accepted Solution
Guide | Diamond Partner
December 02, 2021 06:28
Hi @CRNuvias , You can checkout the HubSpot marketplace for various app integration. In your HubSpot acc, click on the 'Home' icon on the upper ri...read more
Solved
MarianaOZ on November 29, 2021
Dear Community - Can anyone help me with a tip on how to delete, extract or unselect a contact from a List that will be not deleted from ALL Contacts?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 29, 2021 22:03
Hi @MarianaOZ , You can find the instructions on removing contacts from a list here: https://knowledge.hubspot.com/lists/add-or-remove-contac...read more
Solved
MattFreestone on September 09, 2021
Hi! We have a date field in our company records that is 'Product Funding Ends' - this shows when the funding ends for the company. Most companies pay yearly, so this date field needs changing 1x per year by our accounts/admin team, easy. T read more
0 upvote
3 Replies
Accepted Solution
Participant | Elite Partner
September 10, 2021 12:56
@PamCotton Thanks for tagging me. Hi @MattFreestone , what I'm thinking here is that you could use a workflow based on no updates to the property ...read more
ClemMotionTech on August 05, 2021
We're using workflows to send order confirmation emails to customers, as we have issues when two orders for a same customer are logged in a short timeframe. Our system is setup in a way that tickets represent orders. Some some of the ticket prop read more
0 upvote
3 Replies
Member | Platinum Partner
August 09, 2021 10:58
Hi @ClemMotionTech , Is there any workflow that controls the boolean field? I think second-order bypasses the yes node because boolean...read more
Solved
kullschmittgall on July 26, 2021
We have set up a workflow that sends out info material automatically and nurtures the contact with the goal for the contact to make an appointment in the end. Meaning each branch of the workflow will eventually send out the same final emails. Th read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 26, 2021 07:11
Hi @kullschmittgall , I'd recommend splitting your workflows. The email that is sent right after the form submission, containing the requested...read more
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