I understand that marketing emails can only be sent to contacts who have opted in. However, onboarding emails function more like transactional messages—they help guide our customers through their initial experience with our service and are essential read more

Question: I am currently working with three separate deal-based workflows in HubSpot, and I’m looking for guidance on whether it’s better to merge them or keep them separate to ensure a seamless process. Here’s the scenario: Workflow 1 Tri read more

Hi everyone, I'm working on building email nurture journeys and need help creating a list of contacts who have interacted with content related to a specific topic, where those interactions span across multiple types of content and roll up into o read more

Nicejob (integrated to Hubspot) will pull the Won deals from Hubspot and send a review request immediately (....however the job has been completed....). Is there a way to avoid this? Workflow maybe? Thanks !!

Hi HubSpot Community, I’m facing an issue with one of my forms where users' browsers are auto-filling fields (such as First Name, Last Name, and Special Instructions) with data from previous form submissions. I’ve tried the following without suc read more

I'm trying to build a workflow to notify customers before going live on TikTok. How would I manage that?

When someone gets added into the Hubspot system for the 1st time and the workflow has already been running, this person gets all the emails at the same time that they are added to the system. How can I prevent this from happening?

We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales read more

We have almost half a million contacts in hubspot after over 10 years of using the platform. We have contacts who have unsubscribed from hubspot emails several years ago, forgotten they've done so, and complain to us when they don't receive an e read more

We use Juro as a contract management tool. We have a card for Juro Contracts on the side of Deals. Is there any way to trigger a workflow on an object like this getting added to a deal? Or do I need to work out some sort of custom field o read more

Hey all, So triggering a workflow is relatively easy to do if you have 1 field that needs to have a specific value. However I'd like to trigger a workflow when 2 fields are set to a specific value. However in UI I see no option for that. read more

Hi All, I would like to create a summary email that shows all deals that are in a certain stage. This would be something like all deals that have been won per day in one email sent daily. Is there anything like that that i could put in read more