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KStrong37 on Oktober 02, 2023
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 Beitrag ansehen
1 Antwort
Oktober 02, 2023 12:17
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...Beitrag ansehen
FannyL on Oktober 02, 2023
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 Beitrag ansehen
Berühmtheit | Partner
Oktober 02, 2023 05:08
Hi @FannyL , I shared this in a previous post: ansehen
IMcMahon9 on September 29, 2023
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 Beitrag ansehen
2 Antworten
September 29, 2023 15:44
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...Beitrag ansehen
sarahbecherer on September 29, 2023
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 Beitrag ansehen
3 Antworten
Oktober 02, 2023 17:56
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...Beitrag ansehen
FSpångberg on September 28, 2023
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?
2 Antworten
Accepted Solution
Berühmtheit | Partner
September 28, 2023 08:50
Hi @FSpångberg , Yes, in a contact-based list, simply choose "Company" from the dropdown, then "List membership": Be...Beitrag ansehen
RSrivastava5 on September 27, 2023
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?
3 Antworten
Accepted Solution
Vordenker/-in | Elite Partner
September 27, 2023 08:49
@RSrivastava5 like @karstenkoehler showed, it's possible with your state/region property. One key to keep in mind: The property is open text, so ...Beitrag ansehen
AlexisData on September 27, 2023
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 Beitrag ansehen
1 Antwort
Accepted Solution
Koryphäe | Diamond Partner
September 27, 2023 07:02
Hi @AlexisData I'm not aware of a native or off-the-shelf third party solution to this. The number of emails sent by workflows to ind...Beitrag ansehen
LPeherstorfer on September 26, 2023
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 Beitrag ansehen
1 Antwort
September 26, 2023 11:24
Hi @LPeherstorfer Can you share a screenshot of your Workflow enrolment criteria? Is it simply the LinkedIn Ads form submission or are there...Beitrag ansehen
AlexisData on September 26, 2023
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 Beitrag ansehen
3 Antworten
Accepted Solution
Autorität | Partner
September 26, 2023 08:56
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 ...Beitrag ansehen
MAdcock on September 22, 2023
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
2 Antworten
Accepted Solution
Berühmtheit | Partner
September 22, 2023 10:46
Hi @MAdcock , Its not possible to create activity lists (not any which would let you click through to the contact that is). However, you...Beitrag ansehen
Ellen-Marije on September 21, 2023
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 Beitrag ansehen
1 Antwort
Accepted Solution
Berühmtheit | Partner
September 21, 2023 03:19
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...Beitrag ansehen
ABui4 on September 20, 2023
Hi Expert, I creating a workflow to identify contacts from Finland based on the country code. On the form that captures those leads, I enabled "Show country code dropdown menu". I set up the workflow in a way to check if the contact phone numbe Beitrag ansehen
4 Antworten
Accepted Solution
Vordenker/-in | Diamond Partner
September 20, 2023 13:44
You're welcome @ABui4 - I did some digging and couldn't find anything about validating phone numbers in a workflow. You can create validati...Beitrag ansehen
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