I have set up the workflow steps. But, when I try to "turn on" the workflow with the toggle switch, it's greyed out and I get the following when I roll over it. " To turn on this workflow, please finish setting up any actions." What do I need read more
Hi @NBoornazian0 ,
Can you please share a screenshot of your workflow actions? It's likely that you missed filling a required field in any of ...read more
I'm looking for better ways to report on workflows and their goals. Anyone know of a way to pull a list of all active workflows that have goals set in a table to see a high level view of how well each is performing? Output would be a table where read more
Hey @boostmyemail , Happy Friday!
Thank you for posting in our Community! You can create workflows and within each workflow, you can set goa...read more
Each month we add new customers to our system to send marketing emails to with relevant product information. The list provided is a complete list, not an incremental list, meaning each month all the previous month's contacts will be on it as well as read more
Hi, I'm trying to categorize contacts as customers when they register on our web app's register page. We've already connected the forms through JavaScript and APIs and are capturing the information correctly but I want to trigger a workflow from t read more
Hi, it's possible that HubSpot doesn't count this as a "form submission" (in the sense of this workflow trigger) as it comes via a custom integration...read more
Hi there, Can anyone suggest a way to use personalization tokens in an email so different recipients get a different URL (for a document) in the body of the email? E.g. sending one email but multiple customers will see a different URL depending read more
We are looking to create a nurture workflow but the issue is the first email is only relevant if it's before a specific date. If the user enters the nurture workflow after a specific date we want to skip the 1st email and go directly to the next ema read more
Hi @RBertsch ,
You could do this by creating a custom contact property called something like 'Date entered workflow X', which is populated by...read more
Hello, I had created a workflow that automatically creates a deal after an offer is sent to a contact. But I realised that I can't create this workflow efficiently as the "company name" field, that I want to be added in the name of the deal, is be read more
Hi @IuliaArtean ,
What you are doing in that last screenshot is correct. It will now pull in the Company Name from the Company record instead...read more
Hey, I've been wondering if there are any plans in the near future to add CTAs to the Workflow Communications section, so it's possible to show any types of notifications (like pop-ups, web pushes, bars etc.) to contacts based on for example sp read more
Thanks @CateDuarte . Yeah, I know that I can use lists in targeting however I was just curious if there are any plans to expand Communication sectio...read more
I have a workflow set up where the trigger is "Hubspot score >= 100" with a myriad of filters added to it, particularly ones focused on workflow activity. Overall, I want to avoid contacts entering this workflow if they are already active in read more
Hi @pahy96 ,
The enrollment trigger and the refinement filter criteria work in tandem - they both need to be met in order for a record to enr...read more
Hello everyone! I've recently created a workflow to automatically mark contacts (unengaged, hard bounced, employees, etc) as non-marketing. To do that, I created a list where I put all contacts that fit into the previously mentioned criteria. A read more
Hi @mmassochin ,
Can you please share a screenshot of your workflow steps, the enrollment / re-enrollment criteria, the list criteria and the ...read more
Hi We have a number of nurturing workflows running where emails are sent from contact owners. I've had a request to stop sending emails from a specific person whilst they're on leave next week. I wanted to check: What is the best way to do read more
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more