Hi all, I am currently working on creating a double opt-in proces in different languages. Since Hubspot does not support this in the standard double opt in feature, I was thinking of sending an email with a CTA through a workflow. Once the reci read more
Hi @CPiloo ,
When you add a CTA in an email, you can change the link type to a subscription link. It's an often overlooked drop-down option wh...read more
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works read more
Good morning community - I created a workflow - A list automatically feeds the workflow with new contacts. - Unfortunately some of thise contacts were not set as Marketing Contacts - hence the emails where not sent to them and gave an error. read more
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 read more
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a closer...read more
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day read more
Hi, I saw posts on how to copy the employee number from a company to the individual contacts at the company. I did it and it's not copying the data over to all contacts. The company would have the employee count but the associated contacts don't ha read more
Hi @MNaughton ,
You would have to add a "AND Number of associated contacts is known" to the enrollment criteria and enable reenrollment for bo...read more
Hello everyone! I'm needing some assistance and guidance working on this workflow. I'm a marketer for a non-profit organization, and we want to try and do a re-engagement email send to our unengaged contacts. The email consists of just basic tex read more
Hi all, This is a strange question, but is it possible to move around branches in a workflow? For some reason the branches are very wide, which creates an unnecessarily large gap between branches. I have an ultra-wide monitor and even at 30% it read more
Hi @Wijtmans ,
Unfortunately not, no. Beyond zooming in and out and scrolling / drag and dropping your way around the editor, there aren't any...read more
I am attempting to migrate all of our Legacy CTAs that are used in lists, workflows, and emails. We have over 800 CTAs so I am trying to only migrate those that are necessary (the ones that will break workflows or lists). Is there a way to see read more
I know I can search by CTA name. Unfortunately, a lot of these CTAs were made years ago before I was at my company and there was not a consistent nam...read more
I'm looking for better ways to report on workflows and their goals. Anyone know of a way to pull a list of all active workflows that have goals set in a table to see a high level view of how well each is performing? Output would be a table where read more
Hey @boostmyemail , Happy Friday!
Thank you for posting in our Community! You can create workflows and within each workflow, you can set goa...read more
Hi, I'm trying to categorize contacts as customers when they register on our web app's register page. We've already connected the forms through JavaScript and APIs and are capturing the information correctly but I want to trigger a workflow from t read more
Hi, it's possible that HubSpot doesn't count this as a "form submission" (in the sense of this workflow trigger) as it comes via a custom integration...read more
Hi there, We need to change some criteria in 2 workflows, so for example changing criteria in a branch or edit contact enrollment triggers however it seems that there is no option to do so, and the only thing I can do is either to delete a branc read more
@laura_kit I would also add that if you do need to rebuild the workflow, it's probably best to build a new workflow with the more flexible branch o...read more