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MJago en Octubre 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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 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...Leer más
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IliaGer en Agosto 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 Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Asesor destacado
Agosto 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...Leer más
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theDMM en Agosto 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 Leer más
Solución Aceptada
Miembro del salón de la fama
Agosto 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...Leer más
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RLaub en Julio 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 Leer más
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 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...Leer más
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Lucas_Maciel en Abril 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 Leer más
Solución Aceptada
Colaborador líder
Abril 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, ...Leer más
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JOnwah en Marzo 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 Leer más
1 Me gusta
4 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Marzo 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...Leer más
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OCantu en Marzo 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama
Marzo 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 en Enero 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" Leer más
0 Me gusta
2 Respuestas
Miembro
Enero 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...Leer más
TLang en Diciembre 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 Leer más
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9 Respuestas
Participante
Septiembre 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...Leer más
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LKaczmarek1012 en Noviembre 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 Leer más
Solución Aceptada
Miembro estimable | Partner nivel Elite
Noviembre 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 ...Leer más
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MDavenport13 en Septiembre 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Asesor destacado
Septiembre 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...Leer más
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edachs en Junio 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 Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 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...Leer más
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