Hi Community, I would like to create a workflow that is triggered once a contact unsubscribes or their email bounces, then I would like to mark them as non-marketing contacts and add them to a list 'unsubscribed' and remove them from all other l read more
Hi @AvonKuhn ,
Correct, active lists cannot be updated via workflow. You would have to update your list criteria to exclude contacts where "Un...read more
Over the past half a year or so, I've stepped away from actively managing our organization's automations, because everything is working. Every month or two, when I pop in to check up on things, the interface is worse. First there was the terrible read more
As just one example of how negative messing with the UI is, each of these branching paths used to show which deal stage the automation path would fol...read more
Good morning, I would like to be able to configure the sending of form submissions to different teams based on the answers entered in this form. I tried with a workflow, but I don't know how to include the content of the form submission in the inter read more
Hi @FannyL ,
I shared this in a previous post: https://community.hubspot.com/t5/Lead-Capture-Tools/Customizing-From-Submission-Notification-E...read more
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre read more
If the workflow is setup to look for clicking an email, and as @Jnix284 mentions, if you setup re-enrollment criteria then someone will enter the w...read more
Hi there! Question about workflows from a newbie. How would I go about setting up a workflow where I auto-enroll all contacts associated with a company in marketing emails when that company becomes a customer? For example: Sarah is read more
With regards to my second paragraph, that is in relation to your bullet #4 (Fun Company becomes a customer and the Deal Lifecycle Stage is changed to...read more
Hi, I have a list of companies and I would like to make a list of contacts from that company list is that possible (e.g five people are associated to a company - can I get those five people on a list and make anew contact list?
I would like to create a list of contacts from our total contacts based on the US state name of the contact. I would like to filter for NC and SC. How would I do that?
@RSrivastava5 like @karstenkoehler showed, it's possible with your state/region property. One key to keep in mind: The property is open text, so ...read more
Is there a way of controlling a workflow so that if the number of emails sent by this workflow exceeds a certain number (e.g. 1000), the workflow is blocked? In other words, is there a way of controlling a workflow so that if the number of emails s read more
We have a question/problem popping up in our marketing workflows. We generate contacts via paid campaigns using LinkedIn Lead Ads (e-book as lead magnet). The form is on LinkedIn and the contacts are automatically synced with Hubspot and end up in a read more
Hi @LPeherstorfer
Can you share a screenshot of your Workflow enrolment criteria? Is it simply the LinkedIn Ads form submission or are there...read more
To date, on Hubspot, I've segmented access to Hubspot contacts by salesperson. This means that sales rep 1 can only see the contacts in batch 1, for example contacts A, B and C, while sales rep 2 can only see the contacts in batch 2, for example con read more
I'm honestly not aware of any to be honest, HubSpot doesn't have a scopes api to allow third parties to define scopes and permissions in-app so it's ...read more
I want to create a list of all contacts that we sent an email to via MS365 and added to Hubspot with a specific subject heading so I can automatically follow up. Many thanks Martin
Hi everyone, I want to send an e-mail to a contact list with an invitation for an event. If possible, I would like to let the contacts tick a box that says either yes or no to the invitation, without using a form (since I already have their conta read more
Hi @Ellen-Marije ,
In Marketing Hub Starter, you'd have to create two landing pages: one landing page for the positive RSVP, one for the negat...read more