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
I thought of this, but unfortunately, HubSpot doesn't consider a new meeting record associated to a company as an update to that Company record. So t...read more
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
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
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
Hey @TLang , how are you?
It's great to see you found a workaround using lists for triggering workflows based on activities. Testing it and n...read more
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
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more
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
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
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
Hi all, I've done some research but couldn't find anything specific to what I am looking for. First I'm trying to make a workflow to update one date field called 'Today's Date'. Have tried a couple of solutions but stil need to wait to check if read more
Hi @RMarques5 , This is possible to create and apply the rule via workflow, you need to check and update the date fields as if the First date (Fi...read more
I want to create a series of workflows that are linked in sequential order to each other but checks for certain variables before enrolling in the next one; essentially, I'm trying to create sequential dynamic workflows. The only way I can think to read more
Hi @nharb ,
Correct, it sounds like you have pretty specific requirements for when a contact should enter each workflow and you should be able...read more
EDIT: For those following, please upvote this Idea in the Idea forums: https://community.hubspot.com/t5/HubSpot-Ideas/Automated-subscription-to-WhatsApp/idc-p/788915 Hi Community, Hi Hubspot Team, I want to bring your attention to an issue th read more
Hi @Faslo , I have good news: in October HubSpot implemented the changes we all have waited for. Now you can update a contact's WhatsApp subscripti...read more
Hello, We set up a workflow to capture hard bounced contacts, and enrolled existing contacts upon activating the workflow: Contact Enrollment Criteria : Email Hard bounce Reason is known Action : Set Marketing Contact Status as Non-Market read more
If you turn on the option to allow re-enrollment you can select manual entry only and push them through via list after they are out. Or if you need t...read more
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
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
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
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