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CNacca on October 03, 2023
Just integrating Hubspot with Salesforce, we are using Hubspot for the Marketing department. I want to have a workflow when a lead is created and each form is a different branch and can then add the lead to a campaign depending on the branch it read more
0 upvote
2 Replies
Key Advisor | Partner
October 03, 2023 12:15
Hey @CNacca you can add branch steps to your workflows to create branching login in a single workflow. This can be triggered off property (field) more
DG1993 on October 03, 2023
Hello everyone, HS newbie here. I'm working on preparing my October newsletter on the HS marketing hub for the first time, with the contacts I've imported from our previous email tool. Some of these contacts were already on HS as owned by ou read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
October 03, 2023 09:32
Hi @DG1993 , Setting contacts as marketing contacts is purely a billing functionality. It doesn't affect the sales team. The only tools more
AvonKuhn on October 03, 2023
Hi Community, I would like to create a workflow that is triggered once a contact unsubscribes or their email bounces, then I would like to mark them as non-marketing contacts and add them to a list 'unsubscribed' and remove them from all other l read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 03, 2023 05:25
Hi @AvonKuhn , Correct, active lists cannot be updated via workflow. You would have to update your list criteria to exclude contacts where " more
KStrong37 on October 02, 2023
Over the past half a year or so, I've stepped away from actively managing our organization's automations, because everything is working. Every month or two, when I pop in to check up on things, the interface is worse. First there was the terrible read more
0 upvote
1 Reply
October 02, 2023 12:17
As just one example of how negative messing with the UI is, each of these branching paths used to show which deal stage the automation path would more
FannyL on October 02, 2023
Good morning, I would like to be able to configure the sending of form submissions to different teams based on the answers entered in this form. I tried with a workflow, but I don't know how to include the content of the form submission in the inter read more
Hall of Famer | Partner
October 02, 2023 05:08
Hi @FannyL , I shared this in a previous post: more
IMcMahon9 on September 29, 2023
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre read more
0 upvote
2 Replies
Key Advisor
September 29, 2023 15:44
If the workflow is setup to look for clicking an email, and as @Jnix284 mentions, if you setup re-enrollment criteria then someone will enter the more
sarahbecherer on September 29, 2023
Hi there! Question about workflows from a newbie. How would I go about setting up a workflow where I auto-enroll all contacts associated with a company in marketing emails when that company becomes a customer? For example: Sarah is read more
0 upvote
3 Replies
Key Advisor
October 02, 2023 17:56
With regards to my second paragraph, that is in relation to your bullet #4 (Fun Company becomes a customer and the Deal Lifecycle Stage is changed more
FSpångberg on September 28, 2023
Hi, I have a list of companies and I would like to make a list of contacts from that company list is that possible (e.g five people are associated to a company - can I get those five people on a list and make anew contact list?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 28, 2023 08:50
Hi @FSpångberg , Yes, in a contact-based list, simply choose "Company" from the dropdown, then "List membership": more
RSrivastava5 on September 27, 2023
I would like to create a list of contacts from our total contacts based on the US state name of the contact. I would like to filter for NC and SC. How would I do that?
1 upvote
3 Replies
Accepted Solution
Thought Leader | Elite Partner
September 27, 2023 08:49
@RSrivastava5 like @karstenkoehler showed, it's possible with your state/region property. One key to keep in mind: The property is open text, so more
AlexisData on September 27, 2023
Is there a way of controlling a workflow so that if the number of emails sent by this workflow exceeds a certain number (e.g. 1000), the workflow is blocked? In other words, is there a way of controlling a workflow so that if the number of emails s read more
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
September 27, 2023 07:02
Hi @AlexisData I'm not aware of a native or off-the-shelf third party solution to this. The number of emails sent by workflows to more
LPeherstorfer on September 26, 2023
We have a question/problem popping up in our marketing workflows. We generate contacts via paid campaigns using LinkedIn Lead Ads (e-book as lead magnet). The form is on LinkedIn and the contacts are automatically synced with Hubspot and end up in a read more
0 upvote
1 Reply
Key Advisor
September 26, 2023 11:24
Hi @LPeherstorfer Can you share a screenshot of your Workflow enrolment criteria? Is it simply the LinkedIn Ads form submission or are more
AlexisData on September 26, 2023
To date, on Hubspot, I've segmented access to Hubspot contacts by salesperson. This means that sales rep 1 can only see the contacts in batch 1, for example contacts A, B and C, while sales rep 2 can only see the contacts in batch 2, for example con read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
September 26, 2023 08:56
I'm honestly not aware of any to be honest, HubSpot doesn't have a scopes api to allow third parties to define scopes and permissions in-app so it's more
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