Hi, I've set up a dealbased workflow that whenever a deal closes, we send an email to the primary contact of the deal. The issue im having is if there is no existing primary contact that step will error but the workflow will still continue. I fi Beitrag ansehen

Now, if we wanted to use a keyword like say, "Advocate" to get advocacy information, would I then need to make a custom property to trigger that anyone who texts us "Advocate" will then get an auto-reply SMS that contains information about our advoc Beitrag ansehen

Can we create a Workflow that will run when we update a contact's property or create a new contact and assign a new property, and the Workflow will send an email to the concerned person?

Did you ever solve this - I am trying to create a coded solution involving redirection to a hidden auto-populated form to enable this "email recipient actions update the Contact record via workflow"

I need to update our list so we have contacts on file who are all in a certain role for all our companies, and to do that I need to know which companies are missing those contacts. How can I get a list of all the companies where there are no conta Beitrag ansehen

I would like to be able to set a task for a future due date as part of a workflow. Purpose: to work backwards from an event date to market it properly Trigger: Event Date (added to the contact) Weekly tasks assigned to a user on the Mon Beitrag ansehen

I’m setting up a custom lead scoring model and would like to award points when a contact clicks a specific link in a marketing email — for example, if they click on a case study link (URL contains “case-study”), they should receive +5 points. Beitrag ansehen

Hi everyone, I have a contact-based workflow with the following enrollment triggers: Country is any of United States State is not equal to any of California or is empty Email Opt Out is any of No I want contacts to be re-en Beitrag ansehen

Hi everyone, When someone submits a hubspot form, they're redirected to a url that has the submissionGuid string value in it. I'd like to use this id as a contact property but couldn't find a way of doing it. I thought of inserting it as a hidden Beitrag ansehen

Hi guys, I am investigating one why some tickets are not being enrolled to a workflow and I stumbled across this trigger: Honestly, I don't understand it. It seems to trigger whenever the last email date is being updated - so we are not re Beitrag ansehen

i changed the dates but nothing changed: https://prnt.sc/ZWuzNCTCYhRm https://prnt.sc/SXW8cniu1T7e after 15 mins it worked. this happens to me all the tiem. imaging how much time and energy goes every time I want to create a report or c Beitrag ansehen

Hello, Here how we work: every webinar registration form are gathered in a list. This list is used in the lead scoring. the idea was that each time someone register for a webinar, he would be scored. But we realized that it only get scored once, Beitrag ansehen