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  • Solved
    MattD on January 17, 2022
    0 upvotes
    3 Replies
    Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u...
    Reply
    Guide | Diamond Partner
    January 17, 2022 08:49
    @MattD in addition to @karstenkoehler 's suggestion, you can now email reports just like you can dashboards. So if you build that report, it doesn...
  • HTay on January 16, 2022
    0 upvotes
    1 Replies
    Hi, Need some help troubleshooting a if-then branch in the workflow. I want Email #2 to be sent automatically if people do not reply to Email #1 AFTER 7 days. But this isn't happening. Instead, the 'history' tab shows that people are being...
    Reply
    Hall of Famer
    January 16, 2022 21:46
    Hi @HTay , First off, have you set up marketing email reply tracking ? Looking at your workflow, the if/then branch itself seems to be ...
  • SGraham32 on January 16, 2022
    0 upvotes
    1 Replies
    Hello Hubspoters, I wanted an action to create a deal from an if/else in the workflow. Please advise on how to proceed. Thanks!
    Reply
    HubSpot Employee
    January 17, 2022 03:49
    Hi @SGraham32 This is possible by using the 'Create Record' action and selecting Deal after your if/then branch. Here's an example where I crea...
  • TRichards on January 14, 2022
    0 upvotes
    1 Replies
    For our marketing emails we use a title naming convention to identify what line of business the email belongs to. To simplify: " ABC -2021 Tradeshow" vs. " XYZ 2021 Fall Webinar" I would like to sort people by "Those who have opened emails t...
    Reply
    Hall of Famer
    January 14, 2022 22:24
    Hi @TRichards , This is unfortunately not possible. Other users have requested the same in the HubSpot Ideas section of the community: Additi...
  • Solved
    mitchhwheatley on January 13, 2022
    0 upvotes
    2 Replies
    Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i.e. Enrol in Wo...
    Reply
    Participant
    January 13, 2022 22:16
    Thanks, Karsten. That was my line of thinking, but I couldn't locate information in the knowledge be to confirm 100%. Appreciate your help. Regard...
  • PChalasani on January 13, 2022
    1 upvotes
    1 Replies
    For larger B2B HubSpot users with > 10,000 prospect-accounts in their system, it is hard to glean insights from all this data: Which leads (accounts) to prioritize? Which campaigns and events are effective? Which prospects to reach out to, befo...
    Reply
    Community Manager
    January 14, 2022 10:23
    Thank you for sharing @PChalasani !
  • SStrachan on January 13, 2022
    1 upvotes
    1 Replies
    I'm looking for some guidance on what would be best practice or the best way to setup more advanced email subscription and workflows similar to AutoTrader.com or any major Real Estate/Marketplace styled websites. A basic example would be I choos...
    Reply
    Community Manager
    January 14, 2022 10:22
    Hi @SStrachan , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have a...
  • Solved
    AVatsya on January 12, 2022
    0 upvotes
    6 Replies
    Is it possible to activate the hubspot chatbot on my software dashboard (and not the main website)? This dashboard is accessible to only customers and I wish to help my customers navigate through the dashboard with apt knowledge hub links. P.S....
    Reply
    Participant
    January 12, 2022 05:43
    Thanks Karsten!
  • BWimer on January 11, 2022
    0 upvotes
    1 Replies
    So I'm a bit of a conundrum. My organization's marketing process is kind of unique. We are a consortium that helps market government contracts to our membership. Every opportunity is different and usually lasts about 3 months from announcement to wh...
    Reply
    Hall of Famer
    January 11, 2022 21:49
    Hi @BWimer , Could you specify what question your team is trying to answer specifically? Do you want to see which of the companies interact wi...
  • AEugene on January 11, 2022
    0 upvotes
    2 Replies
    Hi everyone, I would like to know if one of you could help me find a easy way to solve this because the only solution I have in mind is pretty time-consuming and not optimized. I work at a company which is a Saas and we also have what we cal...
    Reply
    Participant
    January 12, 2022 12:32
    Hi webdeb! Thanks for your answer! The buyers's journey you describe with your property lead status seems to be like a one way path. Whereas the...
  • CManley3 on January 11, 2022
    0 upvotes
    3 Replies
    Hi all - I am trying to enroll a list in a workflow but only a small number of our lists are available to choose from. I've never had this problem before - I usually just search for the list and enroll the contacts. Any reason why only a handful of ...
    Reply
    Member
    January 12, 2022 07:16
    Thanks, all! Chatted with a support rep and found out it was a system issue. I think it's resolved now.
  • Solved
    RMorganSwell on January 07, 2022
    0 upvotes
    1 Replies
    We have a Company workflow built, and we want our users to be able to add a Company to that workflow from the Company record. Is that possible? ...and/or is it possible to add a Company to a list directly from the Company record?
    Reply
    Hall of Famer
    January 07, 2022 07:14
    Hi @RMorganSwell , This is currently not possible, at least not for company records. For contact records, this can be done from the right side...
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