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 read more
@kyleffotf HubSpot apparently made the decision that withdrawn consent cannot be overridden. If that was possible, it would open up the tool for us...read more
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 read more
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. read more
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...read more
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 read more
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...read more
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 read more
Hi @M_Kelly ,
According to the documentation, HubSpot is not making any assumptions here, it's simply checking the country reported by the con...read more
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 read more
Hi @BalintSipos ,
I'm not aware of there being any properties that would document specifically the approval status of a deal, unfortunately. T...read more
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 read more
No I have been hoping HubSpot will update the associations functionality in workflows so this is simple to do. it does look possible via custom code,...read more
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 read more
Hi @SnkrV_01 ,
This can not be configured directly in workflows as workflows look at each record, one by one, not at the bigger picture of whe...read more
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 read more
This is the current scenario : 1. We have a schduled workflow daily morning, which calls a API from our application. The response from the API is m...read more
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 read more
Hey @jdv123 in the traditional sense of how HubSpot’s page view filter works (by tracking views of web pages with HubSpot tracking code installed) ...read more
I'm looking for a way to unpublish CTAs based on the number of views (impressions). For example, when a CTA reached 1000, unpublish it. I realize this isn't possible natively within the CTA administration, but I'm curious if there are options to de read more
Hi @TMathew - interesting question for sure. +1 to what @kennedyp offered - I'd use the beta/new CTA reporting in the Custom Report Builder. Here...read more
Hi everyone,
I am Emmanuel Katto from Dubai, working with a workflow where a ticket property is incremented by 1, and then the ticket is either delayed for 12 hours and moved to a specific phase or, if the ticket property reaches a certain value, read more
Hey @masav61862 as @karstenkoehler said the behaviour can't be prevented. Anyway I've though about a workaround where you could create a "safety ...read more