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AJacob on January 30, 2023
I am trying to create a goal in a workflow based on a call booked. Those entering the workflow have potentially already had a call but the workflow goal is to re-nurture them to a stage where they book another one. My understanding that is using read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
January 30, 2023 10:23
Hey @AJacob , thanks for reaching out! This is a great question. While there isn't a way to configure the goal respective to the date of more
EBirdsall on January 30, 2023
Lets say I have a workflow that runs when a Deal is Closed. The workflow grabs the Deal Type, Deal Owner, and a few other fields and then sends them to an external source using a Custom Code block with an HTTP Post request... The first step of thi read more
0 upvote
1 Reply
Hall of Famer | Partner
January 30, 2023 07:05
Hi @EBirdsall , It's Mary - by default, workflow actions always look up the latest value of a contact's property, not the value that more
JRochford on January 26, 2023
Hi all. I'm in property development and I have multiple workflows that use the same sets of emails (in different sequences and for different reasons). Is there a best way to check if contact has received marketing email "X" and if so send marke read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 21:37
Hi @JRochford , The best way to set up a logic for this is by leveraging if/then branches in workflow: In this example, the more
jcworth on January 26, 2023
Hi All, Hoping someone has a better idea than I do to return a limited number of companies/contacts for lists or views. I'm looking to create top 100/250 customer lists, however at this stage I've simply had to sort by revenue and manually f read more
0 upvote
3 Replies
Hall of Famer | Partner
January 27, 2023 10:39
Hi @jcworth , I think that's a good idea. Narrowing down your efforts to a top x seems a bit arbitrary. I would rather define criteria for more
nilabiska on January 26, 2023
Hello Dear HubSpot Community, Hope you're doing all right. Is there a filter option for the company size for a list of contacts that we have? We would like to detect the number of employees that a company has on our list, so that we can sen read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 02:56
Hi @nilabiska , To clarify, are you referring to the number of contacts in HubSpot or the overall number of employees of a company? It more
BTyner on January 25, 2023
Hello, I am trying to create a workflow with a IF/Then branch that will check if the company has contacts associated with it with a set property that we use called "facility role". Basically I am trying to make sure that the company has at read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 25, 2023 11:03
Hi @BTyner , This can be achieved easily 🙂 In an If/then branch, simply select the Contact filter and proceed to specify the facility more
GalileoGroup on January 24, 2023
Hello - I changed all my Active Lists to Static, even though the Free version allows for 5 Active Lists. HubSpot is still not allowing me to create an Active List - it says "Problem Saving List." I tried logging out, logging back in, using different read more
0 upvote
1 Reply
Hall of Famer | Partner
January 24, 2023 21:30
Hi @GalileoGroup , Other users have reported similar things before. It seems like HubSpot is not looking at the number of active lists you more
JPD123 on January 24, 2023
I'm trying to create a list of domains that I can use as a customer list. "include anyone with email containing any of the following domains." I have several hundred domains and it seems I'm unable to copy/paste them from excel. Is the read more
0 upvote
1 Reply
Hall of Famer | Partner
January 24, 2023 11:43
Hi @JPD123 , The trick to pasting multiple values at once is to include a column filled with semicolons. I provided an example here: more
KStavro1 on January 24, 2023
I am trying to build an account property that shows the number of "engaged" contacts in a company. I have a checkbox property on the contact that indicates if it's engaged or not. But I can't find a way to count these up to the account level. I read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 24, 2023 06:22
Hi @KStavro1 , You can create a company calculation property to achieve this: more
ALewis0 on January 20, 2023
Hi there When creating lists you can add filters and then apply dates to those filters. However it would be much better if you could add mutliple filters seperatly and then also filter all of them by 1 date range as opposed to adding date ra read more
1 upvote
2 Replies
Thought Leader | Partner
January 20, 2023 07:04
@ALewis0 This is a great idea, to reach the HubSpot product team, I recommend posting in the Ideas Discussion instead - the other discussion more
Jkvet on January 19, 2023
I need to change the Country/Region contact property from a single-line entry to a drop-down menu. What will be the best way to introduce this change when it will affect more than 2500 existing contacts?
0 upvote
2 Replies
January 25, 2023 05:53
Hi @Jkvet , As a continuation of @karstenkoehler great answer. Another option to map all of the Country/ Region values, you create a "Single more
Jkvet on January 19, 2023
Can we use if/then branches based on the submitted form entry? I would like to create tasks for different salespeople based on the country/region. Thank you in advance!
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
January 19, 2023 04:29
Hi @Jkvet , Have you checked the re-enrollment settings, as explained in my previous answer? If those settings are already enabled: Can more
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