I've created a Company property called "Today" I've created a workflow that is supposed to set the Today date every morning at 3:15am. I've allowed re-enrollment. Technically, it should be auto-enrolling every company every day and changing the d read more
I cannot seem to add ALL of my contacts to an email I want to send. Yes, I have created an active list with the filter "email known". It does not update. Anyone have a solve for this. I've been dealing with this for over a year now.
Hello, I'm looking for some help, I am trying to set up workflows for the contacts in our database that will assign contact owners automatically based on postal codes so that our contacts are assigned to their respective Area Sales Managers. read more
My company has set up a Free Materials page with different types of PDFs and videos that can be downloaded. Each file has been uploaded to HubSpot so the links being used are HubSpot links. The end goal is for visitors to receive an automated email read more
I have a data capture form on my campaign landing page, which asks for user consent to receive email communications. How do I capture/ recognise given consent (user ticks box to give consent/ say contact me) from the data gathered in the form w read more
I am trying to lay out a specific workflow within the sales pipeline. I tried to make an automation through a specific stage of the deal pipeline where I am trying to utilize an if/then branch. The issue though is that I am getting a different scree read more
When we have an deal that reaches the stage ''qualified to buy'' it is important that our sales team has spoken with different people in that organisation, for example a financial employee. How would you set up a workflow for that?
If you go to a workflow --> details --> Enrollment history, there you can filter on a date to see the enrollments. But unfortunately I can't make a list of these contacts.
Also when I create a list, I can't find a date filter when read more
We would like to create a workflow for when a deal reaches the stage ''won''. This workflow is meant for our sales team to not forget some administrative tasks about this deal. So for example a week after the deal reaches ''won'' the sales employee read more
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more