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sarajschonfeld on June 09, 2023
I want to make a workflow notifying my sales people (who use Salesforce CRM, not HubSpot) when their contacts have activity. This ideally would include: When they fill out a form When they visit our website When they open/click a marketing em read more
0 upvote
1 Reply
Key Advisor
June 09, 2023 19:07
List memberships can be used for re-enrollment. Just make sure to set a timeframe on events that happen so that someone ends up on the list again more
PedroAlexander on June 09, 2023
I have a form that enrols submissions into a support community. In the form I want to include an optional tickbox giving the submitter the option to sign up to receive marketing communications. Can someone tell me the best way to add those who have read more
0 upvote
1 Reply
Hall of Famer | Partner
June 09, 2023 08:48
Hi @PedroAlexander , The box you have created in your form should have a name. When you're in the list editor, click Add filter in the left more
MariannaC on June 05, 2023
Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach rem read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 05, 2023 14:12
Hi @MariannaC , Correct – recurring tasks cannot be created in workflows, this option does not exist (yet). To create tasks on a recurring more
davidlazar on June 02, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 02, 2023 05:51
Hi @davidlazar , Can you please share a screenshot of the entire re-enrollment settings? Simply enabling re-enrollment doesn't mean that more
dwightbailey on June 02, 2023
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
0 upvote
7 Replies
Hall of Famer | Partner
June 02, 2023 14:44
Hi @dwightbailey , This is set automatically when you create an if/then branch with two options. Just save the if/then branch action and it' more
MLatulippe on June 01, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 01, 2023 09:31
Hi @MLatulippe , You can workaround this re-enrollment issue using a list. In this list you would filter for contacts matching the same more
dwightbailey on May 31, 2023
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.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 31, 2023 15:22
Hi @dwightbailey , To get a list of all contacts, you simply have to filter for "Recent conversion is known". This field is automatically more
irina-mi4-fr on May 31, 2023
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
1 upvote
3 Replies
Accepted Solution
Top Contributor | Elite Partner
May 31, 2023 16:03
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 more
janquast on May 30, 2023
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
HubSpot Employee
June 02, 2023 13:57
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 more
coolraj12 on May 30, 2023
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
0 upvote
5 Replies
June 06, 2023 05:41
hello Ryan, Thanks for your reply. I have tried your suggesstion and looks like the condiiton is not available for re-enrollment. The more
ulsa on May 26, 2023
Hiya, does the CRM free tier allow for email and text reminders to follow up with a lead?
0 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
May 31, 2023 16:17
@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 more
davidlazar on May 26, 2023
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
1 upvote
4 Replies
Recognized Expert | Platinum Partner
May 31, 2023 16:41
Yes, exactly what @OPerek-Clark said! Another great use case for standardizing your form naming convention!
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