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SStacey on February 03, 2023
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
0 upvote
3 Replies
Hall of Famer | Partner
February 03, 2023 02:26
Hi @SStacey , @SStacey wrote: The reason I haven't tried to filter by full postal codes is because there are 1.8 million in the UK. ...read more
RBarrett0 on February 02, 2023
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
0 upvote
4 Replies
Member
February 03, 2023 09:56
Hi Frank, thank you! People will reach the page by entering their email on our website. We'll then email them a link to the landing page. The thinkin...read more
PPeña on February 02, 2023
Buenas tardes, Contacto porque tengo un ptoblema con la propiedad "Industry" de mis contactos. Aunque tengo el campo bien rellenado en la propiedad "company name", la propiedad de "industry" me sale vacía. He leído que si agregas un registr read more
0 upvote
5 Replies
Hall of Famer | Partner
February 02, 2023 06:38
Hola @PPeña , El nombre de dominio de la empresa es un requisito para que HubSpot Insights funcione, consulta el artículo enlazado. Si a...read more
Solved
MODonnell on February 02, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2023 01:17
Hi @MODonnell , If you want to create list of contacts that opted into a specific subscription type by checking the corresponding box in your ...read more
Solved
hpeterson43 on January 31, 2023
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 12:08
Hi @hpeterson43 , It looks like your workflow screenshot is from a contact -based workflow, your pipeline automation screenshot from a deal ...read more
LLampe on January 31, 2023
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?
0 upvote
1 Reply
Hall of Famer | Partner
January 31, 2023 01:57
Hi @LLampe , You could achieve this by creating a checkbox property on the deal record 'Financial employee contacted' and make it required tha...read more
Solved
Afd-mark on January 31, 2023
Hi, 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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 01:27
Hi @Afd-mark , You're correct, this is currently not possible. As far as workarounds go, I'd take specific workflow actions as reference point...read more
LLampe on January 31, 2023
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
0 upvote
4 Replies
Member
January 31, 2023 01:49
I did! 🙂
sboerstler on January 30, 2023
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
Top Contributor | Partner
January 30, 2023 14:37
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task. You could create a ...read more
AJacob on January 30, 2023
I am trying to create a goal in a workflow based on a call booked. Those entering the workflow have potentially already had a call but the workflow goal is to re-nurture them to a stage where they book another one. My understanding that is using read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
January 30, 2023 10:23
Hey @AJacob , thanks for reaching out! This is a great question. While there isn't a way to configure the goal respective to the date of enrol...read more
Solved
EBirdsall on January 30, 2023
Lets say I have a workflow that runs when a Deal is Closed. The workflow grabs the Deal Type, Deal Owner, and a few other fields and then sends them to an external source using a Custom Code block with an HTTP Post request... The first step of thi read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 30, 2023 07:05
Hi @EBirdsall , It's Mary - by default, workflow actions always look up the latest value of a contact's property, not the value that triggered...read more
Solved
JRochford on January 26, 2023
Hi all. I'm in property development and I have multiple workflows that use the same sets of emails (in different sequences and for different reasons). Is there a best way to check if contact has received marketing email "X" and if so send marke read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 21:37
Hi @JRochford , The best way to set up a logic for this is by leveraging if/then branches in workflow: In this example, the wo...read more
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