I'm trying to create a lead score for different marekting activities that is also time restricted. Example: Webinar Score is based on number of webinar registrations in the last 6 months. i.e. 1 = 1 webinar registered, 2 = 2 webinar registered, et Leer más
Hi @KStavro1 ,
Where exactly and how exactly do you store information about webinar registrations? If this is a contact property, then this wi...Leer más
Hello @PamCotton ! Thanks for mentioning me! You were quite stellar in your specifications. The only thing I might add is the deal source property ...Leer más
I am creating a nurture campaign for net new contacts who filled out a form to download a recent report. I am trying to create a workflow based on the form submission but I only want the nurture campaign to go to the net new contacts. I am thinking Leer más
I have multple lists and the contact might be on all the lists but I just want to add the information as I upload. I'm uploading a spreadsheet to update a contact information based on a custom created field (want to add to multiple choice field) Leer más
IMPORT COLUMN FROM FILEOBJECT TYPEHUBSPOT PROPERTY ERROR TYPE ERROR IMPACT Email Address Contact Email Association record not found 17 assoc...Leer más
Hi all! I am trying to create a workflow that captures both activity and associated company data and pushes the property data I need to Google Sheets. I can't create an activity-based workflow, so I am having to default to a company-based workf Leer más
I thought of this, but unfortunately, HubSpot doesn't consider a new meeting record associated to a company as an update to that Company record. So t...Leer más
Hello, I've created a 'Follow-up on email workflow' based on contact properties trigger. But I would like to add a deal stage filter too on this as I only want to trigger here those people who have "Offer sent" deal stage. This is because after Leer más
Hi @IuliaArtean ,
Unless you're working with association labels , you can't distinguish between deals from a contact-based workflow. If you n...Leer más
Hi, So, I have created a workflow to send out thank you emails for 4 checkboxes on our form and the user can select more than 1. Possible combinations can be 1, 2, 3, or all of them. Choosing 1 - 2 & 4 checkboxes sends out the correct em Leer más
Hi, I'd like to create a score for people in specific campaigns. I have a number of emails associated with the campaigns and I would like to apply scores for "any email" but refined by a filter of campaign. I'm only seeing the ability to refine by d Leer más
Hello @rachelconsults ! I think using enrollments in workflows is a good workaround you can try since you care more about the people you're sending...Leer más
We exhibited an event and we used their scanner tool for all leads. The leads were downloaded to an xls and CSV - however, when I uploaded the 800 leads, only 400 something copied across I didnt have any errors - and I have deleted and tried again Leer más
Hi @ABhamra ,
Are you certain that the other 400 didn't already exist in your database? This seems like the most likely explanation since Hu...Leer más
Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a lis Leer más
Hi @MLatulippe ,
The best option is indeed to add a step to your workflow that sets the value of a custom date property to the current date. H...Leer más
Hello, Iwould like to test a workflow that I just created (Snapshot attached). I would test it with my contact but I really want to see how the contact is being triggered and how the branch option will be chosen and if I will create a deal I am con Leer más
Hi @IuliaArtean ,
The best way to test this under real circumstances, without affecting your actual contacts, is by adding an additional filte...Leer más
We've been using Husbpot for several years without many issues, but it seems that around October of last year, our Shopify mapping changed. SKUs are not mapped but now either are line items. Product names also don't seem to be shared from Shopify or Leer más
Hi @WeatherFlow ,
If you installed the integration before the date mentioned above, you may have the previous version as the latest version has...Leer más