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?

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 Lire la suite

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 Lire la suite

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 Lire la suite

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. Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

Firstly, love that there's a Course object built into Hubspot. Super useful. That being said, has anyone managed to create a workflow that automatically associates a Contact with a Course? I see the "Apply Association" action for Deals, Contact Lire la suite

I have a workflow which is created on top of a custom object . The workflow is applying some filters on the data in the custom object and output leads are stored inside a static list which is the last action in that workflow . Workflow is working fi Lire la suite

Hello, Currently in one of the workflows, we are calling hubspotClient.crm.objects.basicApi.getById() to get the the custom obejct details and using that to send email to user depending on few critera. As the above steps calls the same custom Lire la suite

Is it possible to use the page view filter to capture contacts who visit a .pdf page? For example, if the page were www.google.com but when you click on a link, it opens up this link www.google.com/xyz/abc.pdf so I want to track those who have visit Lire la suite