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
@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
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
@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
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
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?
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
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
@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
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
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
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
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
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
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
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
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
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
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