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Solved
MJago on October 01, 2024
Hi All, Probably bit of a wierd one. I would like to create a workflow that will essentially ask the contact owner if a contact can be deleted or kept. We have a number of contacts that have unsubscribed from all emails, even though they ha read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 01, 2024 11:42
Hi @MJago , You could do the following Create a single checkbox property "Delete contact" Open any contact record, click "View all prope...read more
Solved
IliaGer on August 24, 2024
Hi! I have a task to create a report that will show how much time has passed between contact's first communication to us (answer to an email, attending a webinar, an event, etc) and a successfully closed deal for this contact. How do I achieve this read more
0 upvote
1 Reply
Accepted solution
Key Advisor
August 24, 2024 20:08
I would copy that First Communication Date property to the Deal when it is created so you can measure from the first communication date through to th...read more
Solved
theDMM on August 08, 2024
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
Accepted solution
Hall of Famer
August 17, 2024 11:12
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more
Solved
RLaub on July 11, 2024
Any suggestions on I can build a process where I set an action (rep notification, send an email, etc) based on an email click across many emails? I know it's doable when a specific email is identified in the workflow or when more than one specific e read more
Accepted solution
Hall of Famer | Partner
July 11, 2024 23:56
Hi @RLaub , This is unfortunately not possible at this stage. As of now, there is no hack or workaround; one must select each individual email...read more
Solved
Lucas_Maciel on April 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number read more
Accepted solution
Top Contributor
April 21, 2024 16:13
@Lucas_Maciel - I don't know if you will be able to get exactly what you are trying to achieve here out of the box, as you've already figured out, ...read more
Solved
JOnwah on March 21, 2024
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
March 25, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...read more
Solved
OCantu on March 12, 2024
Hi all! I am trying to create a workflow that captures both activity and associated company data and pushes the property data I need to Google Sheets. I can't create an activity-based workflow, so I am having to default to a company-based workf read more
0 upvote
3 Replies
Accepted solution
Hall of Famer
March 12, 2024 19:42
@OCantu without an activity based workflow, unfortunately I don't think what you want to do is achievable with a company based workflow.
EAzuz on January 31, 2024
Hi guys, I am looking for a solution where I want to consider all the previous changes in a numeric field (such as Currency Field) in a workflow. Here is the case, we want to track our customer's payments in a field (Let's call it "Pay amount" read more
0 upvote
2 Replies
Member
January 31, 2024 04:32
Hi @TomM2 , Thanks for the answer, but ironically, my goal is to keep a record (static) for the "original pay amount" in a different field. That's...read more
TLang on December 13, 2023
I figured out a work around to make workflows work with activites and allow for reenrollement. It has some limitations, but might work for some people. Lets say you want to trigger a task to be created everytime a phone call is made. You can c read more
0 upvote
9 Replies
Participant
September 11, 2024 06:23
Hey @TLang this is really helpful thank you! I am trying to create a slack notification for the company owner everytime there is a specific note on...read more
Solved
LKaczmarek1012 on November 13, 2023
Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate read more
Accepted solution
Most Valuable Member | Elite Partner
November 30, 2023 15:57
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more
Solved
MDavenport13 on September 19, 2023
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e read more
Accepted solution
Key Advisor
September 20, 2023 12:07
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are to...read more
Solved
edachs on June 26, 2023
Hi! I've been looking at these 5 separate date properties to determine when a contact's last marketing interaction was: Date of last marketing email open Time last seen Last engagement date Last activity date Last session date Instead of ha read more
Accepted solution
Hall of Famer | Partner
June 27, 2023 00:02
Hi @edachs , If you want to build a workflow, it could be as easy as... Re-enrolling contacts when property 1 is known OR property 2 is kn...read more
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