Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
LCarroll00 on May 16, 2025
I have a workflow that is set to enroll when a playbook is logged to a deal. This workflow enrolled as planned on my tests, but never enrolled again after that (despite me knowing that playbooks have been logged to deals), until yesterday when one r read more
0 upvote
3 Replies
Hall of Famer | Partner
May 16, 2025 11:26
@LCarroll00 if you've tested by logging the exact playbook from the enrolment criteria and it's not working, then I'd recommend reaching out to sup...read more
Solved
LCarroll00 on May 14, 2025
I have a workflow that initally worked as expected, but started failing after the initial run of contacts went through. In summary, after a contact completes another workflow that creates a deal it is to be enrolled in my workflow to assign a propet read more
1 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2025 10:16
@LCarroll00 thank you – I just noticed that the second workflow enrolls records based on enrollment in the first, not completion of the first. In o...read more
Solved
LJohnson73 on May 14, 2025
I am trying to create an email workflow that will send customers who opened on of a specific suite of products an email every year on their anniversary. Whether working through lists or workflows, I can't seem to get it to send to JUST the customer read more
0 upvote
15 Replies
Accepted solution
Hall of Famer | Partner
May 14, 2025 12:21
@LJohnson73 when you select "Based on a schedule", you can select a date property. Just click into the "Date" selector, the sidebar will expand and...read more
Solved
AKubrin9 on May 13, 2025
HubSpot Experts! I have collected about 140 records in the last few days via an Elementor form. The records are in my HubSpot database, but I am having trouble working with them. I want to download the contact form input from all visitors who chec read more
1 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
May 14, 2025 01:11
Hi @AKubrin9 , Since you're using an Elementor form and those submissions are already in HubSpot but you're missing the checkbox and comments info ...read more
Solved
RPeroe on May 13, 2025
This is truly one of the most basic questions. Once I've scheduled a call or a task for a contact, where can I see this as part of a record?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 14, 2025 00:09
Hi @RPeroe , For one, you can see this on the contact record itself. Open the contact record, then look at the activities tab, then make sure ...read more
Solved
Carmel97 on May 13, 2025
is it possible to get an automation to send out something like this time a deal is assigned to me on aloware? Hi Kevin, this is Joel. I am one of the directors of the company that has been assigned to you. Looking for read more
0 upvote
4 Replies
Accepted solution
Key Advisor | Gold Partner
May 14, 2025 09:16
Hi @Carmel97 ! To do this, you will need the workflow tool in HubSpot. Here's a video that shows you how it works, you would have to ...read more
Solved
OMcKee9 on May 08, 2025
We'd like to do some bulk updating to our workflow area, but finding the deletion process very manual particularly with any workflows that have "connections" to other objects in HubSpot such as lists. Is there a way to filter the workflow view based read more
0 upvote
4 Replies
Accepted solution
Member
May 12, 2025 07:24
one of the things I find helpful when doing a workflow audit is to add all the columns available to the workflow views that are available. This shou...read more
Solved
LCSKMiller on May 07, 2025
We are attempting to setup the Zoom integration with HubSpot. Specifically, we want forms in HubSpot to register users for Zoom Webinars. The connection is turned on and linked to the correct Zoom account. We see the sync is also turned on here. O read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 08, 2025 09:24
@LCSKMiller I understand what you mean, and you could still go ahead and request it here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/Hub...read more
Solved
KCowell1 on May 07, 2025
I currently have a new customer welcome email that triggers of a Deal (sfdc opp) being Won and enrolls the contact associated with the deal, to get the email. Is it possible to also somehow send the email to anyone at that Account, that is ass read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
May 07, 2025 14:13
@KCowell1 yes, as I mentioned in my previous reply: If you now want to limit this to certain roles, simply add another filter by clicking th...read more
Solved
HubSprocket on May 03, 2025
Hi HubSpot Mentors, I need your kind suggestion on a Workflow action. In a Workflow, I have added the "Delay until an event occurs" action which is maybe not set up correctly. The purpose of the action is the enrolled contact will wait for upto 3 read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 04, 2025 06:26
@HubSprocket yes, HubSpot support helps with questions around workflow behaviour (enrolment, branches, delays). It's included in paid subscriptions...read more
Solved
PMishra16 on May 01, 2025
I’ve created a workflow with multiple emails. Is there a way to view user analytics within the workflow? I’m unable to find any option to check user data for those entering the automated workflow. For example, I’d like to see how many users entered read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 02, 2025 00:22
Hi @PMishra16 , What HubSpot provides out of the box for workflows can all be found on the workflow details page: https://knowledge.hubspot.c...read more
Solved
GChen0 on April 29, 2025
We will have a regular offline events. I will to create a workflow to event attendees after they attened: 1- one day after event: thank you email for attending 2- 30 days after event: send email to those not submited any cases with a free ca read more
1 upvote
5 Replies
Accepted solution
Recognized Expert | Gold Partner
April 30, 2025 11:07
Hi @GChen0 This can be easily done by creating a workflow with branches and some criteria. I have attached the screenshot of what this work...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.