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RLaub on July 11, 2024
Any suggestions on I can build a process where I set an action (rep notification, send an email, etc) based on an email click across many emails? I know it's doable when a specific email is identified in the workflow or when more than one specific e read more
Hall of Famer | Partner
July 11, 2024 23:56
Hi @RLaub , This is unfortunately not possible at this stage. As of now, there is no hack or workaround; one must select each individual email...read more
JPender on July 11, 2024
I'm trying to figure out how to create a workflow/automation that will send a Sign-up email every time someone signs up for our website. I do not want to send these emails to leads that are manually added to our lead's list (since they didn't sign u read more
0 upvote
1 Reply
Hall of Famer | Partner
July 11, 2024 11:00
Hi @JPender , If these contacts get the unique lead type 'New' (and these contacts only) you can use this as an enrollment trigger in a contac...read more
SwapnilMS on July 11, 2024
Hi, I have an active list of contacts, which consists of multiple sub-lists of imported lists that get added weekly, structured like below. Master List List 1 List 2 List 3 etc... I'm using the master list as a trigger for an automated workfl read more
0 upvote
1 Reply
Hall of Famer | Partner
July 11, 2024 07:46
Hi @SwapnilMS , Without access to your portal, this is difficult to troubleshoot from a distance. A few things might be happening. Could t...read more
JMart5 on July 10, 2024
Hello, trying to figure out a way if with workflows you could filter out new contacts by checking if their email or company name are already in our system. If so, we'd want to treat them as a new conctact, but from the same company means that we c read more
0 upvote
1 Reply
Hall of Famer | Partner
July 11, 2024 00:32
Hi @JMart5 , The details depend a bit on whether you're creating companies automatically or not: https://knowledge.hubspot.com/object-setting...read more
BCarlquist on July 10, 2024
I'm having trouble building audiences of Contacts through a workflow using filter properties from a custom object B that is associated indirectly (through a third custom object A ) to the Contact object. Could you please describe the general read more
Community Manager
July 11, 2024 16:18
Hey @BCarlquist , welcome to our Community. To achieve your goal in HubSpot, you'll need to create workflows that sequentially link Products...read more
LBuscombe on July 10, 2024
Hi there, We use Calendly with two separate calenders for prospects to book meetings with our sales team. We are keen to create a workflow where the booking via each calender creates a 'Deal' at a particular stage ie 'Demo Booked' or 'Discov read more
0 upvote
3 Replies
Member
July 11, 2024 06:07
Thanks, just watched the video and unfortunately that option is locked to me.
marketimo on July 05, 2024
Hello everyone, I would like to create dynamic lists that filter the customers according to the number of orders placed. Example: - Customers with one order - Customers with two orders - Customers with more than two orders Is there any way to fil read more
0 upvote
5 Replies
Hall of Famer | Partner
July 05, 2024 06:24
@marketimo then you would still create a calculation property like this on the company record: https://knowledge.hubspot.com/properties/create-cal...read more
TCormier24 on July 05, 2024
I was reading through old posts about not being able to access lists in the mobile app from 2022. Has this changed? I am trying to see if a lead that came in is associated with a specific segment we created. I know I can get this information if I us read more
0 upvote
1 Reply
Hall of Famer | Partner
July 05, 2024 02:11
Hi @TCormier24 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more
Solved
TK32_EEC on July 04, 2024
Hi team, I want to arrange my lists in a custom order where "mailing lists" will always be at the top of the "all lists" view. the most obvious way is to add "1 -" in the list name so it will look like 1 - Mailing list - subscribers 1 - Mailin read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 04, 2024 23:58
Hi @TK32_EEC , Happy to walk you through the steps! Adding the ID is possible through bulk editing, even though technically it's bulk editing ...read more
Solved
Elison99 on July 04, 2024
Hello, I'm conducting an (external) industry survey and once participants fill out a HubSpot form at the end in which they can choose between the following options: Receive the survey results Enter contest to win a prize The contacts enroll read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 04, 2024 09:46
@Elison99 then I'd specify and recommend the following: Branch 1: Survey is any of Yes AND Prize is any of Yes Branch 2: Survey is any of Y...read more
Solved
jrtbv on July 04, 2024
Hi, Can You please help me build a workflow that would ping owner of the company of the upcoming contract renewal based on the property "Contract renewal date"? I'd like a workflow to ping owner 1 year, 6 months and 3 months before the renewal.
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 04, 2024 07:52
Hi @jrtbv , This can be done with the enrollment criteria "When filter criteria is met". Select "Company properties", then specify "Contract r...read more
TDigital on July 03, 2024
I have a workflow with emails using the new beta abandoned cart modules, but I can't seem to figure out the trigger for the workflow. I currently have a cart-based workflow
0 upvote
1 Reply
Top Contributor | Partner
July 04, 2024 04:00
Hey @TDigital You can try following this step-by-step guide here: https://www.bluleadz.com/blog/how-to-set-up-an-abandoned-cart-workflow-in-h...read more
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