Greetings, This is my first post, and hoping might be able to assist. We have 10 sequences that will be used by 10 agents (for now) and it will be called "Cold Outreach - [agent name]. This sequence could be used 10 more times, so we would lik Beitrag ansehen

I'm running an event site on Wordpress and using Gravity Forms to capture attendee information, which then flows into Hubspot. Hubspot is used to send emails from a distribution list and send automated confirmation emails after the registration form Beitrag ansehen

I'm running into a bit of a problem I'd love the community's help with. I have a pretty standard lead scoring model set up with thresholds that are intended to be activity triggers. I've set up a workflow to distribute contacts into their lead score Beitrag ansehen

My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi Beitrag ansehen

Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev Beitrag ansehen

Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workfl Beitrag ansehen

What have I done so far: 1. Created new property for a contact: T2024. Field type: Single checkbox (Yes or No) 2. Created Active list to include all contacts with property T2024 Yes. List filter: T2024 is any of Yes. I should have 3 contact Beitrag ansehen

Hi team, I created a workflow in Hubspot automations. It goes like this: The trigger is completing a form on our homepage, that sits in hubspot. The customer can choose to select from a checkbox menu, digital only, physical only Beitrag ansehen

I am looking to gate some content onto our website. The process flow works that we have a form on a page, once submitted they go to the next page to view the content. I have added/embedded a CTA onto our wordpress site which when clicked will book t Beitrag ansehen

We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts.   I can't figure out how to create a list of those 400 contacts. I have tr Beitrag ansehen

I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?

I changed criteria for workflow - so now like 100 people shouldn't be in the workflow. Question will they still get the emails since they are "in it" already - or since the criteria changed - when it goes to execute on say email #4 - it won't send b Beitrag ansehen