I need to send a Slack notification and do a few actions each time a form is submitted. I need this to happen even when the same contact submits a form again (they forgot o include details, etc.). I have re-enrollment switched on: I have t read more
Hi @davidlazar ,
Can you please share a screenshot of the entire re-enrollment settings? Simply enabling re-enrollment doesn't mean that re-en...read more
I have a workflow that sends a follow-up email to every contact that downloads something from our website (as a result of filling out a form). If the contact downloads multiple things across a few days, I don't want them receiving the email over read more
Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow beca read more
Hi @MLatulippe ,
You can workaround this re-enrollment issue using a list. In this list you would filter for contacts matching the same criter...read more
How do I create a list that contains only those contacts that have downloaded something from the website? I understand they have to have completed a form first - but I want everyone that has done that to enroll into a list.
Hi @dwightbailey ,
To get a list of all contacts, you simply have to filter for "Recent conversion is known". This field is automatically popu...read more
After the set-up of a beta pop-up CTA for a content download, I see that the form is not taken into account by a follow-up workflow.
I receive the form submission notification when a conversion occurs, but it is not taken into account as a wo read more
Hi @irina-mi4-fr ,
To create an active list of contacts that downloaded content from a pop up CTA, I believe you will need to include the foll...read more
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w read more
Hi @janquast this is a pretty common question with scoring. We discussed this a bit in a recent HUG Admins webinar, and the particular question aro...read more
Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac read more
Hi @coolraj12 ,
Unless I'm misunderstanding your intention, you should be able to do this using association labels. If a Contact's Primary as...read more
@ulsa In my experience, the best way to faciliate this would be to use workflows which is not included in the Free CRM tier (if I'm remembering cor...read more
Hi the logical conditions in list filters are set up very user unfriendly. In my example I want users who filled either form 1 OR form 2 AND at the same time who also have marketing subscription. Currently I have to add the email subscription op read more
Hi All 👋 Has anyone found a workaround to conditionally send an email in a workflow based on contact properties? In this example, we have a nurturing sequence that goes to all clients. We only want to send Email A to people who haven't purchas read more
Thanks Victor, Doing what you proposed would add the person already in the workflow to a (static) list. As you've said, an action in the workflow c...read more
Hi! Here is my situation: When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list). Is there a read more
Hey @CNonato , thanks for reaching out! This is a great question.
Since you're using active lists, you just need to ensure that the contact me...read more
Dear all! I want to create a dynamic list of contacts that are associated with a deal and that deal is in turn associated with a specific company (so the contact is not associated directly with a company). In other words, I want to filter the co read more
Hmm, yeah this just seems to be a limit of filtering functionality in HubSpot. When filtering for associated Object records, we are tied to the Prop...read more