is it possible to get an automation to send out something like this time a deal is assigned to me on aloware? Hi Kevin, this is Joel. I am one of the directors of the company that has been assigned to you. Looking for read more
We'd like to do some bulk updating to our workflow area, but finding the deletion process very manual particularly with any workflows that have "connections" to other objects in HubSpot such as lists. Is there a way to filter the workflow view based read more
Hi @OMcKee9 ,
No, this is unfortunately not possible. There is a dropdown at the top of the workflow index page which let's you filter by acti...read more
We are attempting to setup the Zoom integration with HubSpot. Specifically, we want forms in HubSpot to register users for Zoom Webinars. The connection is turned on and linked to the correct Zoom account. We see the sync is also turned on here. O read more
@LCSKMiller I understand what you mean, and you could still go ahead and request it here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/Hub...read more
I currently have a new customer welcome email that triggers of a Deal (sfdc opp) being Won and enrolls the contact associated with the deal, to get the email. Is it possible to also somehow send the email to anyone at that Account, that is ass read more
@KCowell1 yes, as I mentioned in my previous reply:
If you now want to limit this to certain roles, simply add another filter by clicking th...read more
Hi HubSpot Mentors, I need your kind suggestion on a Workflow action. In a Workflow, I have added the "Delay until an event occurs" action which is maybe not set up correctly. The purpose of the action is the enrolled contact will wait for upto 3 read more
@HubSprocket yes, HubSpot support helps with questions around workflow behaviour (enrolment, branches, delays). It's included in paid subscriptions...read more
I’ve created a workflow with multiple emails. Is there a way to view user analytics within the workflow? I’m unable to find any option to check user data for those entering the automated workflow. For example, I’d like to see how many users entered read more
Hi @PMishra16 ,
What HubSpot provides out of the box for workflows can all be found on the workflow details page: https://knowledge.hubspot.c...read more
We will have a regular offline events. I will to create a workflow to event attendees after they attened: 1- one day after event: thank you email for attending 2- 30 days after event: send email to those not submited any cases with a free ca read more
Hi @GChen0
This can be easily done by creating a workflow with branches and some criteria. I have attached the screenshot of what this work...read more
Hi Hubspot community, I run a webinar and media company, where we host 1-2 webinars per week, and am looking to create the best campaign setup to report and track their performance. It doesn't look like Hubspot has the easiest setup for th read more
Has anyone been using the beta test of Journeys? I'm trying to set it up, and while some of it is really cool and intuitive, other parts don't make any sense. Here are the main areas I'm struggling with: Limited Trigger Properties All “ev read more
completely agree - there are some really promising elements, but also a few head-scratchers Definitely following this closely—more documentation or g...read more
We use lead generation forms, in which we also ask for the number of employees. This value is stored in HubSpot as a single-line text property. We use this number in HubSpot for lead qualification, but that requires a numeric property because we use read more
Hi @Afd-mark ,
I would do this with a calculation property and the string_to_number function: https://knowledge.hubspot.com/properties/create...read more
I'm hoping there's a creative way to send one email per day with a list of all contacts who have completed a workflow to the owner of those contacts. Right now my workflow is sending one email per contact, which as you can imagine leads to lots of e read more
Hi @awcw ,
The best way to solve for this is a daily recurring report send: https://knowledge.hubspot.com/dashboard/email-or-export-reports-a...read more
Hi - we have a workflow set up with a couple email touchpoints. The send days are only allowed as Tuesday-Thursday. Currently, our delay between each email send is set at 7 days, but we would like to shorten this so a prospect would get 2 emails a w read more
@EJones81 the second one is correct. If you have each email spaced out by delays, no two emails will ever be sent at the same time. Delays only sta...read more