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OMcKee9 en 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 08, 2025 11:45
Hi @OMcKee9 , No, this is unfortunately not possible. There is a dropdown at the top of the workflow index page which let's you filter by acti...Leer más
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LCSKMiller en 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 Leer más
1 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | 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...Leer más
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KCowell1 en 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 Leer más
0 Me gusta
5 Respuestas
Solución Aceptada
Miembro del salón de la fama | 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...Leer más
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HubSprocket en 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | 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...Leer más
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PMishra16 en 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 Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | 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...Leer más
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GChen0 en Abril 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 Leer más
1 Me gusta
5 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Gold
Abril 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...Leer más
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HTeter en Abril 29, 2025
Hi Hubspot community, I run a webinar and media company, where we host 1-2 webinars per week, and am looking to create the best campaign setup to report and track their performance. It doesn't look like Hubspot has the easiest setup for th Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Abril 30, 2025 10:39
@HTeter in that case, you can build lists (your point 1) by using this list filter: The same filters would be available i...Leer más
SamTheAggrieved en Abril 29, 2025
Has anyone been using the beta test of Journeys? I'm trying to set it up, and while some of it is really cool and intuitive, other parts don't make any sense. Here are the main areas I'm struggling with: Limited Trigger Properties All “ev Leer más
3 Me gusta
1 Respuestas
Participante
Abril 29, 2025 13:09
completely agree - there are some really promising elements, but also a few head-scratchers Definitely following this closely—more documentation or g...Leer más
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Afd-mark en Abril 29, 2025
We use lead generation forms, in which we also ask for the number of employees. This value is stored in HubSpot as a single-line text property. We use this number in HubSpot for lead qualification, but that requires a numeric property because we use Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Abril 29, 2025 08:47
Hi @Afd-mark , I would do this with a calculation property and the string_to_number function: https://knowledge.hubspot.com/properties/create...Leer más
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awcw en Abril 28, 2025
I'm hoping there's a creative way to send one email per day with a list of all contacts who have completed a workflow to the owner of those contacts. Right now my workflow is sending one email per contact, which as you can imagine leads to lots of e Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Abril 28, 2025 23:27
Hi @awcw , The best way to solve for this is a daily recurring report send: https://knowledge.hubspot.com/dashboard/email-or-export-reports-a...Leer más
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EJones81 en Abril 25, 2025
Hi - we have a workflow set up with a couple email touchpoints. The send days are only allowed as Tuesday-Thursday. Currently, our delay between each email send is set at 7 days, but we would like to shorten this so a prospect would get 2 emails a w Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Abril 25, 2025 11:19
@EJones81 the second one is correct. If you have each email spaced out by delays, no two emails will ever be sent at the same time. Delays only sta...Leer más
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ParkerO en Abril 24, 2025
Hey guys, is there a way to restrict certain workflows from being edited? We'd love to lock a few crucial ones from being updated, but still have the team be able to create / edit other ones. Thanks! Parker
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Abril 25, 2025 00:05
Hi @ParkerO , Yes, this is possible, see here: https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets#how-to-limi...Leer más
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