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EQuintero2 on December 03, 2023
Hello, I would like to set up a notification workflow every time contacts using specific domains fill out the forms on my website. Is it possible? For example, I want to set up a notification if someone using an email address with the follow read more
0 upvote
1 Reply
Hall of Famer | Partner
December 04, 2023 00:14
Hi @EQuintero2 , This can be done with a contact-based workflow that enrolls contacts based on the property Email domain. Into the email more
filipg on December 02, 2023
I have a simple workflow adding new deals to a Google Sheet tab in raw format. Then that tab is referenced in a second tab with formatting applied. The problem is that the references do not get updated when a new row is added by HubSpot in the first read more
0 upvote
2 Replies
Accepted Solution
December 04, 2023 08:20
Thanks! This works like a charm. I'm just adding steps here for those who might wonder how I did it: 1. In the second tab, delete all the existing more
StevenWrites on December 02, 2023
Hey there, i'm an email copywriter and i was trying to find a solution to this problem. I'm currently taking on a client to write and run their email strategy. I'm wondering what software i can use to succussfully run email campaigns for multiple DT read more
0 upvote
2 Replies
Most Valuable Member | Elite Partner
December 04, 2023 08:46
@StevenWrites as @BérangèreL mentioned, you're going to need a higher level of HubSpot for this. The more complex the scenario, the more complex more
HDang9 on November 30, 2023
Hi there, Even though I've turned on the re-enrollment trigger in my workflow and it ran several times successfully, it now doesn't work. I don't know why, can you check it for me?
0 upvote
7 Replies
Hall of Famer | Partner
December 05, 2023 04:14
Hi @HDang9 , Are you all set then, do you have any open questions? Was I able to clarify what's going on?
BHassett on November 30, 2023
I'd like to create a list that filters contacts that are not members of ANY list, without having to choose every list we have individually. Is there any way to accomplish this?
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 30, 2023 16:50
Hi @BHassett , If you want to find contacts that were not sent emails, simply filter for "Last marketing email send date is unknown" ( more
SZinken on November 28, 2023
Is there a way to create a workflow to trigger a calendar invitation? We are using a Hubspot form for event registration and want someone who fills out the form to have the event added to their calendar. I'm thinking a workflow is the best option, read more
0 upvote
3 Replies
Accepted Solution
November 28, 2023 11:03
Thanks Karstan!
NT_ on November 28, 2023
Hey everybody, I could use some help or advise to my upcomming problem with our slack workflow. Right now we have a single workflow that manage our slack channel and noticefy us, whenever a person sign ups though one of these: - Newsletter - Free read more
0 upvote
2 Replies
Accepted Solution
November 28, 2023 04:57
Hello @NT_ , There are no good practice on the subject, you should go with what you feel the most comfortable with. A big workflow implies a lot more
DKlopper on November 28, 2023
Our company uses Hubspot as our CRM, and the marketing emails and CS ticket system works quite well for us. One thing that we are struggling with is sequences and workflows. We send out automated updates via email to all our clients on a w read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2023 04:07
Hi @DKlopper , You can set up additional subscription types, if needed: more
rsalkin on November 26, 2023
We want to create segmented lists in HubSpot based on interest topics using WordPress tags. using the custom event solution is not helpful because it means one needs to create a custom event per page. my goal is to be able to sync the meta data read more
1 upvote
1 Reply
Guide | Partner
November 27, 2023 03:49
Hey @rsalkin The real task here is can sync WordPress tags into HubSpot to do that I am not able to find the way directly so the way around more
DParker9 on November 22, 2023
I'm trying to create a list we can use to email a certain type of contact at each of our customers. We have Companies with Lifecycle Stage = Customer and we have Contacts associated to those Companies with Association Label = "xyz" I want read more
Accepted Solution
Hall of Famer | Partner
November 22, 2023 11:45
Hi @DParker9 , Once you add the first filter, simply click on 'Any company' to pick one of your association labels. Best regards!
SHassamal on November 22, 2023
Hello, I am trying to create a field that would identity whether a score property has changed within a certain number of days and by how much the score has changed. Can you please let me know if that is possible or if you have a way to do it? read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 22, 2023 00:30
Hi @SHassamal , If the number of days is always the same, then yes, this can by done. The following steps should work: Create a number more
matt_scott on November 21, 2023
In workflows you can now access object data via associations when for example you choose "copy property value" then you can choose " Edit available data" . This allows me to access the data of an associated object. However If I want to send a mark read more
1 upvote
2 Replies
Top Contributor | Platinum Partner
November 21, 2023 11:23
It has to be a contact based workflow It's triggered when the contact is associated to a cutom object (training event) If it was triggered the more
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