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Larbi16 le Mars 21, 2023
Hello, I have built two lead nurturing email workflows, and some contacts are enrolled in both workflows. I don't want any contact to receive more than 1 email per week so I added the same delay between emails in each workflow. The delay is "d Lire la suite
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KaKaRoT le Mars 20, 2023
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
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Contributeur de premier rang | Partenaire solutions Platinum
Mars 21, 2023 03:28
Hi @KaKaRoT Yes we can create an active list for registration of webinar by using this filter as mentioned below in screen short. Pleas...Lire la suite
jmatlow le Mars 20, 2023
I have Marketing Hub pro. I used to be able to set up annually recurring, automated birthday workflows. When I selected the Birthdate custom property, it would give me an option to select "recur annually". Where did that option go? I can't se Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2023 09:00
Hi @jmatlow , If you want to achieve what you described, it doesn't make sense to follow the HubSpot recommendation pop-up here. You would hav...Lire la suite
Yeojmdc77 le Mars 20, 2023
Hi Hubspot Community, This is Joey, and I'm new here in the community. I have a question re Logic Filters when creating Workflow Enrolment Trigger. I noticed that most of the logic functions use is "And" and "Or". So what happens is, everytime I Lire la suite
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Mars 21, 2023 06:26
Hello Ben_M, thank you for your response. I think number 1 is moew likely the solution. Can you give more inputs please. So basically, we have two fo...Lire la suite
CCoffman1 le Mars 20, 2023
Hi We have a custom object that is associated with a Contact called Applications. We would like to enroll any related Contacts in a Contact-based workflow based on the Application Pipeline Stage updates. Does anyone have a trick to do this? Lire la suite
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2 Réponses
Mars 21, 2023 08:47
In step 2, there is no Application Pipeline Stage property on the Contact. That property only exists on the Application. We can't copy that from the A...Lire la suite
inboundshop le Mars 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 Lire la suite
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Gestionnaire de communauté
Mars 21, 2023 02:27
Hi @inboundshop , Thanks for reaching out to the Community! You can accomplish this by adding personalization tokens to an internal ...Lire la suite
LDiPalma3 le Mars 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 Lire la suite
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Accepted Solution
Mars 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...Lire la suite
DKasabri le Mars 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 Lire la suite
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1 Réponse
Gestionnaire de communauté
Mars 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...Lire la suite
JLacey9 le Mars 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 Lire la suite
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Accepted Solution
Conseiller clé
Mars 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...Lire la suite
JSage le Mars 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 Réponses
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
SMacKenzie1 le Mars 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 Lire la suite
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Accepted Solution
Mars 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...Lire la suite
KaKaRoT le Mars 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 Lire la suite
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1 Réponse
Conseiller clé
Mars 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...Lire la suite
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