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Gelöst
MJago on Oktober 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 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Akzeptierte Lösung
Autorität
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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Akzeptierte Lösung
Berühmtheit
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...Beitrag ansehen
Gelöst
RLaub on Juli 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 Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
Juli 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...Beitrag ansehen
Gelöst
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
Akzeptierte Lösung
Stratege/Strategin
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
Gelöst
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
1 Likes
4 Antworten
Akzeptierte Lösung
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
Gelöst
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
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit
März 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 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
0 Likes
2 Antworten
Mitglied
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
0 Likes
9 Antworten
Teilnehmer/-in
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...Beitrag ansehen
Gelöst
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
Akzeptierte Lösung
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
Gelöst
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
Akzeptierte Lösung
Autorität
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
Gelöst
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
Akzeptierte Lösung
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
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