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Solved
ACD26 on July 13, 2024
I want to enroll a contact into a work flow based off them having booked a meeting from a specific sequence. Is this possible? I see that I can do something of the sort based on the status of the sequence, but not the status of the contact w read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
July 15, 2024 04:36
Hi @ACD26 , In a workflow, choose the 'When an event occurs' enrollment option. When you do, you can find this option: ...read more
Solved
COldham3 on July 12, 2024
I have created a workflow with unpublished emails. After reviewing, updating, and publishing the attached emails, I do not see the chosen workflow on some of the email details page. I have tried unpublishing and republishing with the same issue. read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 15, 2024 04:19
Hi @COldham3 , Have you turned on the workflow? The fact that this reference is not shown does not mean that the workflow won't execute as des...read more
Solved
Manuel_Zapata on July 12, 2024
I am trying to identify companies which do not have any contact from a department. And then identify the number of contacts they have from a department
0 upvote
3 Replies
Accepted solution
Key Advisor
July 13, 2024 01:48
Hi @Manuel_Zapata How are you capturing a contact's department? Is that a custom contact property, and if so, what property field type -...read more
Solved
02092 on July 12, 2024
I want to keep sending lead nurturing emails to my inbounds if they have not booked a meeting. To do this, one of my enrollment criteria in lead nurturing flow is to check if there has ever been a meeting with an inbound lead, if there has the l read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 12, 2024 10:46
Hi @02092 , By checking for any activity where the name is unknown, you're telling HubSpot that it should only return contacts who have had a ...read more
Solved
RLaub on July 11, 2024
Any suggestions on I can build a process where I set an action (rep notification, send an email, etc) based on an email click across many emails? I know it's doable when a specific email is identified in the workflow or when more than one specific e read more
Accepted solution
Hall of Famer | Partner
July 11, 2024 23:56
Hi @RLaub , This is unfortunately not possible at this stage. As of now, there is no hack or workaround; one must select each individual email...read more
Solved
JPender on July 11, 2024
I'm trying to figure out how to create a workflow/automation that will send a Sign-up email every time someone signs up for our website. I do not want to send these emails to leads that are manually added to our lead's list (since they didn't sign u read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 11, 2024 11:00
Hi @JPender , If these contacts get the unique lead type 'New' (and these contacts only) you can use this as an enrollment trigger in a contac...read more
Solved
SwapnilMS on July 11, 2024
Hi, I have an active list of contacts, which consists of multiple sub-lists of imported lists that get added weekly, structured like below. Master List List 1 List 2 List 3 etc... I'm using the master list as a trigger for an automated workfl read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 11, 2024 07:46
Hi @SwapnilMS , Without access to your portal, this is difficult to troubleshoot from a distance. A few things might be happening. Could t...read more
Solved
JMart5 on July 10, 2024
Hello, trying to figure out a way if with workflows you could filter out new contacts by checking if their email or company name are already in our system. If so, we'd want to treat them as a new conctact, but from the same company means that we c read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 11, 2024 00:32
Hi @JMart5 , The details depend a bit on whether you're creating companies automatically or not: https://knowledge.hubspot.com/object-setting...read more
BCarlquist on July 10, 2024
I'm having trouble building audiences of Contacts through a workflow using filter properties from a custom object B that is associated indirectly (through a third custom object A ) to the Contact object. Could you please describe the general read more
Community Manager
July 11, 2024 16:18
Hey @BCarlquist , welcome to our Community. To achieve your goal in HubSpot, you'll need to create workflows that sequentially link Products...read more
LBuscombe on July 10, 2024
Hi there, We use Calendly with two separate calenders for prospects to book meetings with our sales team. We are keen to create a workflow where the booking via each calender creates a 'Deal' at a particular stage ie 'Demo Booked' or 'Discov read more
0 upvote
3 Replies
Member
July 11, 2024 06:07
Thanks, just watched the video and unfortunately that option is locked to me.
Solved
marketimo on July 05, 2024
Hello everyone, I would like to create dynamic lists that filter the customers according to the number of orders placed. Example: - Customers with one order - Customers with two orders - Customers with more than two orders Is there any way to fil read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
July 05, 2024 06:24
@marketimo then you would still create a calculation property like this on the company record: https://knowledge.hubspot.com/properties/create-cal...read more
Solved
TCormier24 on July 05, 2024
I was reading through old posts about not being able to access lists in the mobile app from 2022. Has this changed? I am trying to see if a lead that came in is associated with a specific segment we created. I know I can get this information if I us read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 05, 2024 02:11
Hi @TCormier24 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more
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