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SMorgan3 on March 27, 2023
Hi there, not sure this is the right location to post this, if anyone knows of a more appropriate place please let me know. I'm trying to build a workflow to invite customers to a training session where they get a follow up email if they haven't read more
0 upvote
2 Replies
Member
March 27, 2023 04:29
Hi GRajput, Thanks for your reply. I'm struggling to see how a contact that doesn't book in a meeting (Date of last meeting booked is not known) ...read more
Solved
CelineHermans on March 24, 2023
Hi experts, Would love to hear your thoughts on this problem I've been facing regarding a workflow. I want to send an automated e-mail to all contacts associated to a company as soon as that company becomes a customer. So ideally it would be read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
March 24, 2023 06:40
Hi @CelineHermans As long as you do not enable re-enrollment on that company lifecycle stage property, and when activating the workflow do n...read more
Faslo on March 23, 2023
Hi Community, Hi Hubspot Team, I want to bring your attention to an issue that we've recently encountered with Hubspot's WhatsApp Integration. Hubspot has recently released its own Whatsapp Integration. At first glance, it appeared to be a read more
Participant
March 24, 2023 08:08
Hi Pam, Thanks for reaching out. Though, I feel as if you have not really read my post. @PamCotton wrote: Contacts can grant explicit cons...read more
Larbi16 on March 21, 2023
Hello, I have built two lead nurturing email workflows, and some contacts are enrolled in both workflows. I don't want any contact to receive more than 1 email per week so I added the same delay between emails in each workflow. The delay is "d read more
0 upvote
2 Replies
Contributor
March 24, 2023 06:51
Thanks for the mention @kvlschaefer Hey @Larbi16 , my best advice since most of the nurturing emails make sense if they are gather in the same ...read more
LGuillet on March 21, 2023
Hi, i need help here, i created a workflow to add a new line_item when a ceratin propertie is known and equal to a specific value. The line is create but not display in the deal used. I show you my code, workflow and some screen to describe my probl read more
0 upvote
3 Replies
Key Advisor
March 22, 2023 00:20
I'm +1 on @Jnix284 ... Wouldn't know where to begin with custom coded workflows... Sorry
KaKaRoT on March 20, 2023
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
1 upvote
6 Replies
Top Contributor | Platinum Partner
March 21, 2023 03:28
Hi @KaKaRoT Yes we can create an active list for registration of webinar by using this filter as mentioned below in screen short. Pleas...read more
Solved
jmatlow on March 20, 2023
I have Marketing Hub pro. I used to be able to set up annually recurring, automated birthday workflows. When I selected the Birthdate custom property, it would give me an option to select "recur annually". Where did that option go? I can't se read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2023 09:00
Hi @jmatlow , If you want to achieve what you described, it doesn't make sense to follow the HubSpot recommendation pop-up here. You would hav...read more
Solved
Yeojmdc77 on March 20, 2023
Hi Hubspot Community, This is Joey, and I'm new here in the community. I have a question re Logic Filters when creating Workflow Enrolment Trigger. I noticed that most of the logic functions use is "And" and "Or". So what happens is, everytime I read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
March 20, 2023 16:51
In your case I would probably build the workflow to do one of two things: 1. Build the workflow to look at all form submissions if you are only...read more
CCoffman1 on March 20, 2023
Hi We have a custom object that is associated with a Contact called Applications. We would like to enroll any related Contacts in a Contact-based workflow based on the Application Pipeline Stage updates. Does anyone have a trick to do this? read more
0 upvote
2 Replies
Participant
March 21, 2023 08:47
In step 2, there is no Application Pipeline Stage property on the Contact. That property only exists on the Application. We can't copy that from the A...read more
Solved
inboundshop on March 20, 2023
Is there a way to have a workflow fire an email to an internal contact that contains the name and company name when a meeting is booked on a meeting link? The notification email doesn't contain this information, you have to click into hubspot via th read more
0 upvote
3 Replies
Accepted Solution
Community Manager
March 21, 2023 02:27
Hi @inboundshop , Thanks for reaching out to the Community! You can accomplish this by adding personalization tokens to an internal ...read more
Solved
LDiPalma3 on March 17, 2023
Hi everyone! I have a problem. I would like the workflow to start when a meeting is scheduled either from the meeting tools or from the contact page. If the first one works, for the second one (I used Meeting Start time as property) I can't set read more
0 upvote
2 Replies
Accepted Solution
Member
March 17, 2023 21:10
Hello! It sounds like you're looking to automate your workflow based on meeting scheduling, and you're having trouble setting a reminder message for...read more
DKasabri on March 17, 2023
Need to be able to pull LINE ITEM data into an exisiting workflow for the email notices that go out when a new Deal is created. Currently when those email notices go out, the SKUs and quantity fields are blank. How do we get the line item data to e read more
0 upvote
1 Reply
Community Manager
March 20, 2023 01:44
Hi @DKasabri , Thank you for reaching out to the Community! It sounds like you are referring to line item personalization for deal workf...read more
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