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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 Beitrag ansehen
Accepted Solution
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, ...Beitrag ansehen
JOnwah on März 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 Beitrag ansehen
4 Antworten
Accepted Solution
Koryphäe | Elite Partner
März 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...Beitrag ansehen
OCantu on März 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 Beitrag ansehen
3 Antworten
März 13, 2024 10:46
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
EAzuz on Januar 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" Beitrag ansehen
2 Antworten
Januar 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...Beitrag ansehen
TLang on Dezember 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 Beitrag ansehen
8 Antworten
Mitglied | Elite Partner
April 19, 2024 03:34
OK clear, but 1 day is actually too long because on the same day a contact might e.g. book several meetings or create several notes. I thank you anyw...Beitrag ansehen
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 Beitrag ansehen
Accepted Solution
Koryphäe | 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 ...Beitrag ansehen
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 Beitrag ansehen
Accepted Solution
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...Beitrag ansehen
edachs on Juni 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 Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Juni 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...Beitrag ansehen
RMarques5 on Juni 23, 2023
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
Juni 23, 2023 02:43
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
nharb on Juni 13, 2023
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
5 Antworten
Accepted Solution
Berühmtheit | Partner
Juni 14, 2023 00:12
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
Faslo on März 23, 2023
EDIT: For those following, please upvote this Idea in the Idea forums: Hi Community, Hi Hubspot Team, I want to bring your attention to an issue th Beitrag ansehen
Teilnehmer/-in | Platinum Partner
November 29, 2023 09:40
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
JLacey9 on März 17, 2023
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
Accepted Solution
März 17, 2023 12:17
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
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