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Solved
sboerstler on January 30, 2023
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more
Accepted Solution
Top Contributor | Partner
January 30, 2023 14:37
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task. You could create a ...read more
Solved
EBirdsall on January 30, 2023
Lets say I have a workflow that runs when a Deal is Closed. The workflow grabs the Deal Type, Deal Owner, and a few other fields and then sends them to an external source using a Custom Code block with an HTTP Post request... The first step of thi read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 30, 2023 07:05
Hi @EBirdsall , It's Mary - by default, workflow actions always look up the latest value of a contact's property, not the value that triggered...read more
Solved
BTyner on January 25, 2023
Hello, I am trying to create a workflow with a IF/Then branch that will check if the company has contacts associated with it with a set property that we use called "facility role". Basically I am trying to make sure that the company has at read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 25, 2023 11:03
Hi @BTyner , This can be achieved easily 🙂 In an If/then branch, simply select the Contact filter and proceed to specify the facility rol...read more
Solved
Jkvet on January 19, 2023
Can we use if/then branches based on the submitted form entry? I would like to create tasks for different salespeople based on the country/region. Thank you in advance!
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
January 19, 2023 04:29
Hi @Jkvet , Have you checked the re-enrollment settings, as explained in my previous answer? If those settings are already enabled: Can ...read more
Solved
RHumphreys7 on January 10, 2023
Hi, I'm having some issues creating a workflow that will help us track attribution. We have a group of ~20 properties that we're using to record touchpoints for our contacts. Some are updated manually and some via workflows. I'm using custom pro read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 10, 2023 08:01
Hi @RHumphreys7 , This is simpler than it seems at first. Your workflow would enroll contacts when property 1 is known OR property 2 i...read more
Solved
yoni_grys on December 19, 2022
I am looking for a way to easily see how many contacts have gone through each branch of a workflow - is there a straightforward way to do this?
Accepted Solution
Hall of Famer | Partner
December 19, 2022 02:31
Hi @yoni_grys , I'm not aware of any out-of-the-box feature which would let you see this. The easiest solution, going forward, would be adding...read more
Solved
yoni_grys on December 19, 2022
I am looking for a way to test and monitor multiple parallel nurture/drip workflows that send out emails to make sure that contacts will not enter both. I have the suppression lists which are a nice feature, but it gets complicated when I get read more
Accepted Solution
Participant | Diamond Partner
December 19, 2022 06:14
Hi @yoni_grys , If your suppression lists are getting a bit out of hand/too complicated, I suggest taking a look at using HubSpot's unerollment...read more
Solved
RebeccaShultz on December 08, 2022
Is there a way (or a workaround) to drip a limited number of contacts from a list per day? For some context. we use workflows to automated sequences. These sequences include taks for the sales team to complete. We have been asked by the sales to read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 08, 2022 21:32
Hi @RebeccaShultz , Out of the box this is currently not possible. Like many things, it can be achieved with custom code actions in workflows ...read more
Solved
ESvendsen on December 07, 2022
I am trying to create a workflow where i can send an email to someone who signs up using our HubSpot Registration Forms. We currently dont' have anything being sent to someone who is captured in the database from filling out one of our HubSpot Regis read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2022 07:51
Hi @ESvendsen , Can you confirm that you have these permissions? (tab Marketing in permissions, in the Marketing tools sec...read more
wase90168 on November 25, 2022
Hi Hubspoters, I have just tried to enroll contacts to a workflow if they are enrolled in at least one of my e-mail-abonnements. Currently there are the three filter possibilities: Contact has opted into all of Contact has opted out of all of read more
0 upvote
2 Replies
Member
November 25, 2022 07:18
Hi @franksteiner79 , Thank you for your quick reply. The workflow was about mailing, but not about GDPR. I created it to make shure that all c...read more
Solved
Annikasn on November 24, 2022
In our case where a contact can have several deals, it would really help if there would be an option in the workflows triggers but also in the list filters that one could choose "All associated deals"... instead of the by default "Any associated dea read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 23:33
Hi @Annikasn , You could leverage a calculation property here: https://knowledge.hubspot.com/crm-setup/create-calculation-properties ...read more
LMillán on November 24, 2022
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
0 upvote
3 Replies
Top Contributor
November 24, 2022 20:52
Ideally your task owner and contact owner would be same.
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