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OCantu on March 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 read more
0 upvote
3 Replies
Participant
March 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...read more
Solved
chloeg on March 11, 2024
Hi, So, I have created a workflow to send out thank you emails for 4 checkboxes on our form and the user can select more than 1. Possible combinations can be 1, 2, 3, or all of them. Choosing 1 - 2 & 4 checkboxes sends out the correct em read more
0 upvote
12 Replies
Accepted Solution
Hall of Famer | Partner
March 12, 2024 02:36
Hi @chloeg , @chloeg wrote: Possible combinations can be 1, 2, 3, or all of them. Just to confirm, what about 1-2, 1-3, 2-3? I...read more
CScott9 on March 07, 2024
Hi, We are trying to create "abandoned form" workflows for our contacts based on the form interaction event enrollment trigger with a filter that the form was not submitted. I understand that you can't test workflows within HubSpot that have the read more
0 upvote
8 Replies
Participant
March 08, 2024 14:08
@karstenkoehler Yes, I think adding a delay and a branch to check whether the form has been submitted are good suggestions. Thank you!
Solved
AHeisel on March 07, 2024
Hello everyone, We have created a workflow in which the following applies as a trigger: - Form submission - And e-mail confirmation status is clicked / confirmed If this is fulfilled, a mail should go out and a task should be created for Sales. read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 07, 2024 05:41
@AHeisel mistake spotted. You're not filtering for the confirmation of the enrolled contact but for the confirmation of a contact associated to t...read more
JElston on March 04, 2024
Good day Can someone please assist with some ideas on how to go about this problem, Scenario: Company A, Company B, and Company C are listed on Hubspot and each have their own unique data. Contact ABC is the correct person to speak to and is read more
Thought Leader | Elite Partner
March 13, 2024 09:16
Hey @JElston , For this, you can create a workflow with If/Then branches to create separate paths based on the trigger properties for each company...read more
LMcCarthy6 on February 29, 2024
Hi, I'm looking to improve our onboarding experience for customers who sign up for our self-serve experience. Currently, once they sign up, they're just dumped into the main experience with no pointers or education on how to best use our platfo read more
0 upvote
1 Reply
Hall of Famer | Partner
February 29, 2024 06:59
Hi @LMcCarthy6 , Generally, your legal team would have to make this decision and sign this off - they would be the ones to handle any incoming...read more
Solved
Kirbs on February 28, 2024
We have a number of 'lead gen' forms and forms get added regularly. I'd like to a workflow that sends all these submissions to a Google sheet, minus any from a few forms such as Contact Us. The problem I am having is being able to EXCLUDE forms fr read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 28, 2024 09:59
Hi @Kirbs , You add the enrollment criterion "AND Recent conversion doesn't contain any of X" and thus exclude contact form submissions 🙂 ...read more
03874 on February 27, 2024
Hey-- if then branches in workflows are Wayyyy to slow. If you're going to offer that ability they should execute faster. now seems like best practice is just to create a new trigger & filter for every specific branch which honestly is read more
0 upvote
2 Replies
Participant
February 28, 2024 10:25
Hey! Happy to show you see the delays we experience in real time. It gets significantly longer When you have multiple branches & go-to actions, p...read more
Solved
Kirbs on February 27, 2024
I have a workflow that sends Contact property data to Google Sheets when ANY form is submitted. It uses the Hubspot Google Sheets app which can only send a Contact property ( https://app-eu1.hubspot.com/ecosystem/25901100/marketplace/apps/marketing/ read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 13:40
Hi @Kirbs , HubSpot has a default contact property for this, "Recent conversion" 🙂 " the last form the contact submitted. This is format...read more
Solved
RCzuczman on February 27, 2024
Hello there, I'm currently trying to create a workflow, where I assign contacts with a custom property/enrol them in a workflow based on a lead score, which I've set up and added elements to. However, when I try to add an if/then branch base read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 11:50
Hi @RCzuczman , Have you selected this type of branch? If so, filtering for the score should not be an issue. Best regar...read more
Solved
asiaferguson on February 25, 2024
Hi all - Is it possible to create a workflow based on a specific payment link? I basically want a simple workflow that sends an email to a customer who has purchased from a payment link and then cc: 2 internal people on the email so they know it's read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
February 25, 2024 17:46
Hi @asiaferguson happy to help with getting a payment link workflow configured. When you create a workflow, you'll choose Contact Based: ...read more
SFanning42 on February 23, 2024
Hello, I am trying to consolidate several different workflows into one master workflow. I want to allow members in an old workflow to finish it out while diverting any new members into the new workflow. I have blocked future enrollments whi read more
0 upvote
1 Reply
Hall of Famer | Partner
February 24, 2024 01:44
Hi @SFanning42 , Can you please share a screenshot of the enrollment criteria of your old and new workflows? If you're saying that conta...read more
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