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  • jenniferlim on April 27, 2020
    14 upvotes
    3 Replies
    A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...
    Reply
    Participant
    December 30, 2020 03:55
    Hi @mbinmasoud , Yes, it is the HS Object ID. It is sometimes easier to work with the technical names in Zapier. If you open the field prope...
  • DaleThomas on October 25, 2021
    0 upvotes
    0 Replies
    Hi everyone! Hoping someone can help me out. I have a list I am trying to sync to Salesforce. This list is comprised of contacts that could be on several other lists. What I did was create a list called Sync to Salesforce with my criteria that s...
    Reply
  • SParis-Mascic on October 23, 2021
    0 upvotes
    1 Replies
    I'm hoping for some help with our lead scoring strategy. A good deal our our leads come in from tradeshows where we collect names at the booth and webinars we've done with 3rd parties and are supplied the registration list. The status of each o...
    Reply
    Community Manager
    October 25, 2021 09:31
    Hi @SParis-Mascic , Thank you for this great post! I want to tag in some subject matter experts to see if they have any suggestions. ...
  • GYusuf on October 22, 2021
    1 upvotes
    1 Replies
    Can CTA be changed in an email using a workflow. example when a contact receives an email through a workflow and we want that CTA (book a meeting) in the email to book a meeting with the contact owner. so the workflow will have to check who the cont...
    Reply
    Community Manager
    October 25, 2021 06:40
    Hi @GYusuf , Thank you for reaching out to the Community! I want to tag in some subject matter experts to see if they have any suggestions:...
  • alecia_obrien on October 22, 2021
    0 upvotes
    2 Replies
    We are in the process of switching from GTW to Zoom (GTW not reliable in China) and I've sucessfully managed to get it working with a test webinar, I am using the custom integration and use a workflow that adds the contacts to the Zoom webinar so I...
    Reply
    Key Advisor | Elite Partner
    October 25, 2021 06:39
    Hi @alecia_obrien , Assuming you have the features available. I would think you could create a template webinar landing Page and then make a page ...
  • MMat on October 22, 2021
    0 upvotes
    4 Replies
    Hello HS community, I want to create a workflow that does the following in order: 1. The user visits LP. 2. Complete and send the form on LP (Contact enrollment trigger). 2. Then he is redirected to the thank you page. 3. If the user goes to any ...
    Reply
    Member
    October 22, 2021 12:47
    @Josh yes, it is important to me, of course, if there is no such possibility, I will apply it only to new contacts
  • LHinrichsen on October 21, 2021
    0 upvotes
    1 Replies
    We have two versions of a campaign that we are about to launch, each version is designed to focus on a particular category segment. The workflows are essentially the same, it is just swapping out the segment A version of emails and content for the s...
    Reply
    October 21, 2021 06:34
    Hi @LHinrichsen I haven't seen such functionaltiy but it is a neat idea! Perhaps when cloning a Workflow, Hubspot could ask if all email or tasks w...
  • UR on October 20, 2021
    0 upvotes
    4 Replies
    Hi, I want to create a workflow that does the following: I've got a field "Number of employees". This field is a text field not a number field and sadly this cannot be changed now. Now I want to create a workflow that puts all contacts wher...
    Reply
    UR
    Member
    October 22, 2021 00:51
    Hi Josh, I found a different workaround and solved my problem. But thanks anyway!
  • Certinifo on October 17, 2021
    0 upvotes
    2 Replies
    Hey there, Due to a mistake I made earlier in a first workflow, I need to create a second workflow that starts with an if/then branch. However I can't seem to find any information as t how you set an if/then branch as an enrollment trigger? ...
    Reply
    Participant
    October 21, 2021 04:57
    Hey Matthew, Thanks for the reply! Helped a lot indeed. Kind regards
  • JLangman on October 15, 2021
    1 upvotes
    1 Replies
    Hi I have a workflow that some enrollees have completed, however we realized there's more emails to set up yet. Can I use the if/then bracket to bring in the "contacts that completed the workflow" back in and this point to receive the next few email...
    Reply
    October 18, 2021 07:25
    Hi @JLangman . Just saying...that sounds like a lot of effort to adapt your existing workflow to bring in more contacts. For the existing emails tha...
  • ClearMed on October 15, 2021
    0 upvotes
    1 Replies
    I created a worklfow to set the contact up as a 'marketing contact' and trigger an email. But somehow it's not setting up some of the contacts as a marketing contact and so the emails arent being sent. What's the solution to this? Can anything to b...
    Reply
    Community Manager
    October 18, 2021 07:14
    Hi @ClearMed Thank you for reaching out. I'd be curious to see if you see any error message in the History tab of your workflow. I ...
  • ABechmann on October 15, 2021
    0 upvotes
    2 Replies
    Hello! I would like to set up a personalised newsletter where people can choose what kind of content they would like to recieve. So, you: Sign-up Recieve follow-up e-mail with a CTA to confirm sign-up Confirm Recieve welcome e-mail with a C...
    Reply
    October 18, 2021 07:30
    I've been thinking of doing something like this also, @ABechmann . To add to @Josh , what I thought to do is segement contacts to Lists as Josh is...
  • ialonso on October 15, 2021
    0 upvotes
    2 Replies
    Hi, I'd like to know if it's possible to add points to a lead score based on their winteractions with social media posts. I Thanks a lot!
    Reply
    Participant
    October 15, 2021 06:35
    That's all right. I was aiming for something like, add points if the lead has liked/commented/shared X number of posts. Maybe there are 3rd party in...
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