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
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a closer...read more
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
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
Here is a sample image of one where anytime someone types the word "sample" in the note field they are added to the lst and after 24 hours drop off. ...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