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inboundshop on März 20, 2023
Is there a way to have a workflow fire an email to an internal contact that contains the name and company name when a meeting is booked on a meeting link? The notification email doesn't contain this information, you have to click into hubspot via th Beitrag ansehen
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Gelöst
LDiPalma3 on März 17, 2023
Hi everyone! I have a problem. I would like the workflow to start when a meeting is scheduled either from the meeting tools or from the contact page. If the first one works, for the second one (I used Meeting Start time as property) I can't set Beitrag ansehen
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2 Antworten
Accepted Solution
Mitglied
März 17, 2023 21:10
Hello! It sounds like you're looking to automate your workflow based on meeting scheduling, and you're having trouble setting a reminder message for...Beitrag ansehen
DKasabri on März 17, 2023
Need to be able to pull LINE ITEM data into an exisiting workflow for the email notices that go out when a new Deal is created. Currently when those email notices go out, the SKUs and quantity fields are blank. How do we get the line item data to e Beitrag ansehen
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1 Antwort
Community-Manager/-in
März 20, 2023 01:44
Hi @DKasabri , Thank you for reaching out to the Community! It sounds like you are referring to line item personalization for deal workf...Beitrag ansehen
Gelöst
JLacey9 on März 17, 2023
Hello, We set up a workflow to capture hard bounced contacts, and enrolled existing contacts upon activating the workflow: Contact Enrollment Criteria : Email Hard bounce Reason is known Action : Set Marketing Contact Status as Non-Market Beitrag ansehen
Accepted Solution
Autorität
März 17, 2023 09:17
If you turn on the option to allow re-enrollment you can select manual entry only and push them through via list after they are out. Or if you need t...Beitrag ansehen
JSage on März 16, 2023
Is there a way to make an active list from my Slack integration? I have the app added as well as the workspace I'm working with, but there aren't any options in the List filter for the Slack app.
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3 Antworten
Berühmtheit | Partner
März 17, 2023 07:27
Hi @JSage , As far as I know this is not possible. As a workaround, you could export your members and import them in HubSpot: https://s...Beitrag ansehen
Gelöst
SMacKenzie1 on März 16, 2023
I have a workflow to segment my audience in personas. trigger is " job title is known". if job title is know then i have branches for each of the personas: if title is x, persona property is y. when i first turned this on, i put every day at Beitrag ansehen
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3 Antworten
Accepted Solution
Mitglied
März 17, 2023 06:30
Hi you are correct. the workflow was set up within certan hours. This morning I see that every contact went through the workflow as planned. thank y...Beitrag ansehen
KaKaRoT on März 16, 2023
Hi All, I need help creating the list of contacts records (basically junk records) which we do not want to be synced with Salesforce as it is skewing the numbers in Salesforce reports. So basically in this list, I want to include all the con Beitrag ansehen
Autorität
März 16, 2023 08:51
You cannot create an exclusion list if you are choosing to sync everyone to Salesforce. For the Salesforce integration you can instead create a Sales...Beitrag ansehen
RMorgan34 on März 16, 2023
Hello, We are building a workflow that people enter via form submissions. We were planning to schedule several emails for specific dates and times, but the form will remain open beyond the first few dates. If a contact were to submit a form afte Beitrag ansehen
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2 Antworten
Vordenker/-in | Elite Partner
März 16, 2023 06:12
+1 for @Whathcock here. If you're building the date-based workflow, that's expected behavior. If you want them to defnitely get the first em...Beitrag ansehen
Gelöst
LDiPalma3 on März 16, 2023
Hi, everyone! I've a question. If i want to schedule a check of a propriety (as an enrollement trigger) only on the weekend, is it possible to do? This because on weekday the workflow start with a manual action, but in the weekend we would s Beitrag ansehen
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5 Antworten
Accepted Solution
Mitwirkender/Mitwirkende | Partner
März 16, 2023 05:02
Hi @LDiPalma3 , When setting up the workflow, you can decide when it should run. This means that you can schedule it to run only on the weekend...Beitrag ansehen
Gelöst
LDiPalma3 on März 15, 2023
Hi everyone, I have a problem with my workflow. I would like it to fire only when the Contact owner changes the status from Open to New. But despite this the contacts are still enrolled in other subsequent actions. How is it possible?
0 Likes
2 Antworten
Accepted Solution
Autorität
März 15, 2023 11:11
Hi @LDiPalma3 The enrolment means the contact gets enrolled and runs through the whole workflow. Depending on what the other steps are and...Beitrag ansehen
Gelöst
fsanli on März 15, 2023
Hi, I created a list which automatically updates itself everyday. I also want my co-worker to receive this list every morning. Is there anyway to do this?
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1 Antwort
Accepted Solution
Berühmtheit | Partner
März 15, 2023 01:56
Hi @fsanli , How exactly would you like your co-worker to receive the list exactly? Do you want to send a link to the HubSpot list? An Excel f...Beitrag ansehen
Gelöst
LDiPalma3 on März 14, 2023
Hi all, i've a question with workflow enrollement. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. And how i do this? Thanks!
0 Likes
4 Antworten
Accepted Solution
Berühmtheit | Partner
März 14, 2023 04:43
Hi @LDiPalma3 , Yes, this is possible. In the Settings tab of a workflow, you can specify 'working hours' and also excluded dates. This is exp...Beitrag ansehen
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