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解決済み
Lucas_Maciel 4月 13日, 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 続きを読む
Accepted Solution
トップ投稿者
4月 21日, 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, ...続きを読む
解決済み
JOnwah 3月 21日, 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 続きを読む
1 いいね!
4 コメント
Accepted Solution
最優秀メンバー | Elite Partner
3月 25日, 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...続きを読む
OCantu 3月 12日, 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 続きを読む
0 いいね!
3 コメント
参加者
3月 13日, 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...続きを読む
EAzuz 1月 31日, 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" 続きを読む
0 いいね!
2 コメント
メンバー
1月 31日, 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...続きを読む
TLang 12月 13日, 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 続きを読む
0 いいね!
8 コメント
メンバー | Elite Partner
4月 19日, 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...続きを読む
解決済み
LKaczmarek1012 11月 13日, 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 続きを読む
Accepted Solution
最優秀メンバー | Elite Partner
11月 30日, 2023 15:57
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...続きを読む
解決済み
MDavenport13 9月 19日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
キーアドバイザー
9月 20日, 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...続きを読む
解決済み
edachs 6月 26日, 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 続きを読む
1 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 27日, 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...続きを読む
RMarques5 6月 23日, 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 続きを読む
0 いいね!
1 コメント
参加者
6月 23日, 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...続きを読む
解決済み
nharb 6月 13日, 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 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 14日, 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...続きを読む
Faslo 3月 23日, 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 続きを読む
参加者 | Platinum Partner
11月 29日, 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...続きを読む
解決済み
JLacey9 3月 17日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
キーアドバイザー
3月 17日, 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...続きを読む
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