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SPalise on June 24, 2025
Hello HubSpot Community, I am currently working on a call based workflow. The design is setup to where different actions occur based on the outcome of a call. One outcome is if the call goes to voicemail, in this case a new task is assigned to the s read more
0 upvote
4 Replies
Top Contributor | Diamond Partner
June 25, 2025 03:01
@Markestac awesome, I forgot about the "Output from earlier action.." Do this @SPalise it will work great.
SPalise on June 24, 2025
I am currently working on creating a workflow delay which delays the action until a contact has been called and the outcome of that call has been marked or is known. However after the call has been made and the outcome selected the delay is not comp read more
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2025 11:14
Hi @SPalise , The way this delay works is that once it starts, it'll wait for a call to be completed with a known outcome. Previously complete...read more
Solved
SPalise on June 24, 2025
I am currently working on a workflow in which a task is created to assign a call to a team member, then it moves to a branch based on the call outcome. My problem is that this workflow does not wait for a call outcome to be selected and immediately read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 24, 2025 10:31
Hi @SPalise , It's hard to say without having the full picture and full context, but in situations like these, it's typically a good idea to s...read more
Solved
SPalise on June 24, 2025
I am currently working on a workflow which automates a number of proccesses based on the outcome of a call. The way it should work is that a task is assigned to a team member for them to call a contact, then based on the outcome of that call other t read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 24, 2025 09:50
Hi @SPalise , In an AND/OR branch or within enrollment criteria, you could limit the filters to an "Activity date" of the call, so that it onl...read more
Solved
SPalise on June 24, 2025
I am trying to set up a work flow in which a contact is automatically enrolled after an email is delivered to them. However after setting up a test with and sending out the email to my self, the contact does not show up as meeting the criteria to en read more
0 upvote
2 Replies
Accepted solution
Recognized Expert
June 24, 2025 09:24
Hi @SPalise Your criteria is "a contact that is associated to any contact who had an email delivered". I assume that is a mistake, because...read more
Solved
JussiJunikka on June 23, 2025
Hi all, We've synced Dynamics Data to HubSpot but they're only visible on contacts, deals or leads. We'd like to see these on Company view too. We used the "Microsoft Dynamics 365" app to import data to HubSpot and we've tried multiple setti read more
Accepted solution
Top Contributor | Gold Partner
June 23, 2025 15:53
Hi @JussiJunikka , HubSpot’s integration with Dynamics only syncs notes to objects like contacts or deals, not to companies (accounts) by default....read more
Solved
JerikaNguyen on June 23, 2025
I'm currently subscribed to the following HubSpot tiers: Marketing Hub Pro v12 (Trial) Sales Hub Enterprise (Trial) Content Hub Pro v1 (Trial) My subscription includes 2,000 marketing contacts, but I'm unable to designate contacts as marketing read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
June 23, 2025 23:56
@JerikaNguyen probably, yes – the best way to do so would be to reach out to HubSpot sales via the HubSpot website directly.
Solved
BHenneberry on June 20, 2025
Hello! I'm trying to create a set of company properties that automatically update based on when someone purchases a subscription from us. This is information that syncs from WooCommerce and shows up in our Hubspot deals as a line item (i.e. Subs read more
0 upvote
1 Reply
Accepted solution
Top Contributor
June 20, 2025 14:26
Yes, you can absolutely create company properties that update based on line items in deals like subscription tiers coming from WooCommerce but there ...read more
Solved
SFleitman on June 19, 2025
I signed up today as a new user. I impored and saved a list. However it says zero lists - what am I doing wrong? Thanks, Sheryl
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 19, 2025 12:55
Hi @SFleitman , There are two likely things that might've happened here: The import was not successful and there were errors. Navigate bac...read more
Solved
TTram on June 18, 2025
Hi. I am starting to migrate over to the lead scoring but wondering what some of the criteria options are and what are the differences. For example for forms whats the difference between Forms Submissions - Main vs Forms Submissions - Additiona read more
Accepted solution
Hall of Famer | Partner
June 19, 2025 00:53
Hi @TTram , HubSpot hasn't disclosed a reason for the two different groups but I would assume they're handled slightly differently in the back...read more
Solved
JPPar on June 17, 2025
Is this on the pipeline for development?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 17, 2025 08:30
Hi @JPPar , This has been for a while: In the HubSpot menu (left sidebar), click CRM > Contacts In the top left corner, click on the ...read more
JSchwarz06 on June 13, 2025
It seems like it is currently not possible to use the company based signals coming from the new Buyer Intend functionality as part of a company based engagement score... In my opinion the buyer intend signals are a textbook example/measure for a read more
0 upvote
1 Reply
Community Manager
June 13, 2025 13:04
Hey, @JSchwarz06 👋 Thanks for your feedback. If you have a moment, adding this to our Ideas Forum is the best way to get your suggestions ...read more
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