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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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" Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
Hi @nharb ,
Correct, it sounds like you have pretty specific requirements for when a contact should enter each workflow and you should be able...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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 ...Beitrag ansehen