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Lucas_Maciel le Avril 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 Lire la suite
Contributeur de premier rang
Avril 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, ...Lire la suite
Résolues
JOnwah le Mars 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 Lire la suite
1 Mention J'aime
4 Réponses
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Mars 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...Lire la suite
OCantu le Mars 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 Lire la suite
0 Mention J'aime
3 Réponses
Participant
Mars 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...Lire la suite
EAzuz le Janvier 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" Lire la suite
0 Mention J'aime
2 Réponses
Membre
Janvier 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...Lire la suite
TLang le Décembre 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 Lire la suite
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8 Réponses
Membre | Partenaire solutions Elite
Avril 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...Lire la suite
Résolues
LKaczmarek1012 le Novembre 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 Lire la suite
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Novembre 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 ...Lire la suite
Résolues
MDavenport13 le Septembre 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 Lire la suite
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3 Réponses
Accepted Solution
Conseiller clé
Septembre 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...Lire la suite
Résolues
edachs le Juin 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 Lire la suite
1 Mention J'aime
2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
RMarques5 le Juin 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 Lire la suite
0 Mention J'aime
1 Réponse
Participant
Juin 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...Lire la suite
Résolues
nharb le Juin 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 Lire la suite
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5 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Faslo le Mars 23, 2023
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 Lire la suite
Participant | Partenaire solutions Platinum
Novembre 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...Lire la suite
Résolues
JLacey9 le Mars 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 Lire la suite
0 Mention J'aime
2 Réponses
Accepted Solution
Conseiller clé
Mars 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...Lire la suite
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