Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev read more
Hi @MatthewF ,
The best way to work around this limitation is to use lists in HubSpot, in my opinion. For example, if you want contacts associ...read more
Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workfl read more
Hi @CSlaughter3 ,
Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve thi...read more
What have I done so far: 1. Created new property for a contact: T2024. Field type: Single checkbox (Yes or No) 2. Created Active list to include all contacts with property T2024 Yes. List filter: T2024 is any of Yes. I should have 3 contact read more
Hi @MarkoR ,
Can you please share a screenshot of the list filters? Lists take a moment to populate, how long ago did you create the list?
...read more
Hi team, I created a workflow in Hubspot automations. It goes like this: The trigger is completing a form on our homepage, that sits in hubspot. The customer can choose to select from a checkbox menu, digital only, physical only read more
Hi @CLangenmaier5 ,
If the form submission does not enroll the contact into the workflow, the first thing to check would be the enrollment cri...read more
I am looking to gate some content onto our website. The process flow works that we have a form on a page, once submitted they go to the next page to view the content. I have added/embedded a CTA onto our wordpress site which when clicked will book t read more
UPDATE: I have managed to get this to work. My IP was confusing the testing so after a few more rounds in incognito we have got it to work. Thank you...read more
We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts. I can't figure out how to create a list of those 400 contacts. I have tr read more
@acarbonneau thanks for that context, I missed that.
I think the record source detail filter is correct, but might this explain the behavior?...read more
I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?
Hi @AHand ,
Yes, there is an option to round-robin-rotate records, yes: https://knowledge.hubspot.com/records/how-to-set-a-record-owner#rotat...read more
I changed criteria for workflow - so now like 100 people shouldn't be in the workflow. Question will they still get the emails since they are "in it" already - or since the criteria changed - when it goes to execute on say email #4 - it won't send b read more
@Bashea when you click into the enrollment criteria box, you can change to an "Unenrollment" tab in the left sidebar. If you can specify who exactl...read more
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, read more
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...read more
Hello - We have a multiple forms that leads can fill out to receive a different gated e-books. I want leads who fill out that form to route to a nurture workflow that sends weekly newsletter emails (separated by industry). Unfortunately, you canno read more
Hi all, Onbaording at the moment, we had setup a general linear lead score via the settings menu. Then last week I saw there is a Lead Score item under the Marketing menu, when opened it shows no lead scores setup. I checked the previous one and read more
Hey HubSpot Community,
I’m looking for a scalable solution to help a client with a high-volume email sending challenge. They send over 250 emails per month to 1.3 million records , and we’ve recently launched a daily newsletter (Monday–Friday read more