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
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
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
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
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
@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
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
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
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
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
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
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
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
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
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
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
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