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Solved
SPalise on July 08, 2025
Hello HubSpot Community, I am currently trying to create a workflow in which a meeting confirmation email is automatically sent to a contact once they book a meeting. The issue is that we have two different types of representatives, the intial c read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
July 08, 2025 09:18
@SPalise just a word of caution here, contact-based workflows do not allow for re-enrollment based on meetings (and workarounds based on list membe...read more
Solved
Jaylin on July 02, 2025
Hello everyone, good afternoon. i created an worflow and turn on the re-enroll, It is based on the type of the company. If the type of a company is "vendor", it will be enrolled in the workflow. I want to know how long it takes for the same co read more
0 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
July 02, 2025 03:28
@Jaylin a record would re-enroll if they meet the criteria again after not meeting them for any period of time. In other words: If, after completin...read more
Solved
NAdler on July 01, 2025
Can somebody please explain to me the behavior of suppression lists for workflows? I have been under the impression that they act as a tool to prevent enrollment , and that is exactly how it has been explained to me. But, recently I've seen behavio read more
0 upvote
2 Replies
Accepted solution
Recognized Expert
July 01, 2025 10:14
Hi @NAdler Both ist true in fact, especially if you suppression list is an active list and your workflow has a few delays. Assume the ...read more
Solved
JRank9 on July 01, 2025
I have just upgraded my subscription and can use workflows, and want to automatically enrol contacts into sequences, but can only see option to unenrol. Can you give any guidance?
0 upvote
1 Reply
Accepted solution
Community Manager
July 01, 2025 15:19
Hey @JRank9 👋 Here you go — Enroll and unenroll contacts in sequences using workflows . — Jaycee
Solved
aelrefai on June 30, 2025
I need to set the new lead scoring system maximum to be over a 100. How Could I do this?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
June 30, 2025 23:50
Hi @aelrefai , You can increase the score limit in the top left corner of the score editor: Best regards!
Solved
aelrefai on June 29, 2025
I was wondering if this format could be created in HubSpot as a form?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 29, 2025 08:13
Hi @aelrefai , If you're looking for a result with this or a similar layout, then no, not with the legacy / new form editor. If you wanted a f...read more
Solved
danjo13 on June 27, 2025
In workflow A (contact-based) I have an action that is sending the enrolled contact to workflow B. I would like to put in a delay in workflow A that waits until the contact has completed workflow B. Is this possible? The current workflow event o read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
June 27, 2025 16:32
@danjo13 in this case, I'd expect completion to be included in unenrollment – but it's something that would have to be tested. Again, I'd personall...read more
Solved
MColombo on June 27, 2025
Hello everyone, for a targeted communications campaign on a small group of users, a salesperson will have to send personalized emails recalling templates created on Hubspot and would need to be automatically notified via email when one of the use read more
Accepted solution
Hall of Famer | Partner
June 27, 2025 06:04
Hi @MColombo , HubSpot can notify a user if any sales email to a group of contacts is clicked by a contact (and also by whom), but this cannot...read more
Solved
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
Accepted solution
Top Contributor | Gold Partner
June 25, 2025 02:53
Hi @SPalise , You can setup a Dynamic Delay following the below steps: Add a Delay, Select Until an Event Occurs, after the task is created, i...read more
Solved
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
Accepted solution
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
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