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LKonopack en Diciembre 11, 2024
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 Leer más
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RRueda5 en Diciembre 11, 2024
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 !!
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BGardner9 en Diciembre 11, 2024
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 Leer más
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Miembro del salón de la fama | Partner
Diciembre 11, 2024 11:31
Hi @BGardner9 , In the Options tab of the form editor, there is a setting "Always create contact for new email address". This stops all prepop...Leer más
MDeMesa en Diciembre 09, 2024
I'm trying to build a workflow to notify customers before going live on TikTok. How would I manage that?
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3 Respuestas
Miembro del salón de la fama | Partner
Diciembre 09, 2024 23:59
Hi @MDeMesa , This doesn't necessarily sound like you need a workflow for that – for a single email send, you could simply schedule a regular ...Leer más
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OnStationHG en Diciembre 05, 2024
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?
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 05, 2024 10:48
Hi @OnStationHG , You would have to narrow down the enrollment criteria of your workflow: https://knowledge.hubspot.com/workflows/set-your-wo...Leer más
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porkmonkey en Diciembre 04, 2024
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 Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 05, 2024 00:17
Hi @porkmonkey , For up to what looks like 25ish branches, I would honestly just swallow the bitter pill. Unless you have employee changes mul...Leer más
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kyleffotf en Diciembre 04, 2024
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 Leer más
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7 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 04, 2024 14:29
@kyleffotf HubSpot apparently made the decision that withdrawn consent cannot be overridden. If that was possible, it would open up the tool for us...Leer más
BalintSipos en Diciembre 04, 2024
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 Leer más
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Administrador de la comunidad
Diciembre 04, 2024 11:19
Thank you for helping @franksteiner79 ! Kindly, Pam
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BalintSipos en Diciembre 04, 2024
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. Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 04, 2024 06:30
Hi @BalintSipos , Do you need the event trigger criteria for this, is it important which value was in the property before? If not, I'd recomme...Leer más
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AHewitt90 en Diciembre 03, 2024
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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 03, 2024 05:22
Hi @AHewitt90 , Yep 🙂 You would create a custom report that shows those deals you'd like to see and could then set up a recurring report em...Leer más
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M_Kelly en Diciembre 02, 2024
Hi - we are wanting to send Marketing emails to customers in specific countries. We have a 'country' property that is populated via what a contact selects via a drop-down on a web form. We have many contacts with this field not populated. I was wan Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 03, 2024 00:11
Hi @M_Kelly , According to the documentation, HubSpot is not making any assumptions here, it's simply checking the country reported by the con...Leer más
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BalintSipos en Diciembre 02, 2024
Hey, I've added an approval process for deals. I would like to send a notification and create a task based on the deal getting through that approval process (so the 2 approver approved the document in the process). Pending Approval -> A Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 02, 2024 06:23
Hi @BalintSipos , I'm not aware of there being any properties that would document specifically the approval status of a deal, unfortunately. T...Leer más
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