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asiaferguson on February 25, 2024
Hi all - Is it possible to create a workflow based on a specific payment link? I basically want a simple workflow that sends an email to a customer who has purchased from a payment link and then cc: 2 internal people on the email so they know it's read more
0 upvote
0 Reply
SFanning42 on February 23, 2024
Hello, I am trying to consolidate several different workflows into one master workflow. I want to allow members in an old workflow to finish it out while diverting any new members into the new workflow. I have blocked future enrollments whi read more
0 upvote
1 Reply
Hall of Famer | Partner
February 24, 2024 01:44
Hi @SFanning42 , Can you please share a screenshot of the enrollment criteria of your old and new workflows? If you're saying that conta...read more
ASalerno5 on February 23, 2024
Hi there! We set up a workflow when someone applies to be a part of our community. Once a contact has been "Accepted" it is supposed to trigger an email to me to manually add them to the community. For some reason the emails aren't coming throu read more
0 upvote
3 Replies
Hall of Famer | Partner
February 24, 2024 01:40
@ASalerno5 are you expecting the task from step 5 to be completed before the check on the SAL decision happens? If so, there is currently no delay ...read more
IuliaArtean on February 23, 2024
Hello, I would like to create a nurturing workflow for leads who received our offer 1 month ago and are not ready to buy yet. Was thinking to do this based on deal stage "Offer sent" and name of the deal, but when I've been trying to test this read more
0 upvote
1 Reply
Hall of Famer | Partner
February 23, 2024 05:46
Hi @IuliaArtean , Unless all deals have the exact name "MAGIDO HP", that would be the reason why your records are not meeting the enrollment...read more
ABSims on February 22, 2024
I'm trying to create an automated workflow that will send specific emails when a company has reached a specific milestone. This data will be pulled in from an API. Essentially, "send this email when the company reaches X milestone, send the next e read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
February 22, 2024 19:37
Hi @ABSims Happy to help answer your question about workflow triggers. There are a few ways you can structure the workflow depending on your ...read more
Solved
IuliaArtean on February 20, 2024
Hello, I want to know the difference between having an IF/THEN branch with different branches on email activities like email opens, email clicks and adding an OR filter (inside the IF/THEN brand) Also how are the branches counted? I unde read more
0 upvote
11 Replies
Accepted Solution
Hall of Famer | Partner
February 20, 2024 07:29
@IuliaArtean this is context I didn't have - this can be done in a much easier way. Simply set up the reply as a workflow goal: https://knowledge....read more
Solved
JRGies on February 19, 2024
I Have a number of companies that are leads for a certain product line. Each of these companies may have multiple contacts. Hub spot does not automatically connect contact to company when inputing the data. I want a list of these companies read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 11:39
Hi @JRGies , This is actually possible. When you create a contact list, click "Add filter" in the left sidebar, then simply watch out for the ...read more
Solved
TBaltus on February 19, 2024
Hi, I am trying to find a way to add bigger group of contacts (20-100) to a static list which is not defined via a property (it is actually to update a property which is multiple choice). We have the record ids or emails of these groups, but cannot read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 11:45
@TBaltus if you have the email addresses, this approach should work 🙂 https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separa...read more
Solved
OMorgan2 on February 19, 2024
Hello, We're currently struggling with creating segmented lists that can automatically update based on user behavior, such as past purchases or engagement with specific content on our website. How can we set up dynamic lists in HubSpot that a read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 00:25
Hi @OMorgan2 , The default for HubSpot lists is to behave the way you described. Active lists will constantly look around for contacts that mi...read more
Solved
WVine on February 16, 2024
Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 16, 2024 08:01
Hi @WVine , You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and t...read more
Solved
OUzun on February 16, 2024
I want to filter form submissions on HubSpot based on landing page views to create a list. For example, users who filled out Form A and visited URL B once. I can see which landing page led to conversions in form submissions. However, when I enter t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 16, 2024 07:30
Hi @OUzun , Filtering for form submissions by page in HubSpot is only supported for HubSpot pages - even with the tracking code installed, Hub...read more
Dlemoine on February 15, 2024
Hi, I need to import a list of people who attended online vs in-person. So I created 2 separate lists for that. Some already exist on Hubspot and some are new. I still want the existing contacts to be part of the list but Hubspot won't let me b read more
0 upvote
2 Replies
Hall of Famer | Partner
February 16, 2024 00:14
Hi @Dlemoine , If you don't make any changes to this dropdown menu (or select it like shown) during the import process, you shouldn't experien...read more
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