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
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
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
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
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
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
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
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
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?
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!