Hi All, I'm building a workflow that filters inbound contacts to specific sales reps. This creates tasks for the rep to reach out to the new contact. In our business, we do recieve inbound communications that we want to turn down, and I want to read more

Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more

I want to set up a workflow where I request contact information in multiple steps. Each step consists of sending an email with a link to a form. How can I include a personalized link in an email so that I can enrich the contact I created in the fir read more

Hello there, i am testing this tool and have created an interaction score with a web events group. I added a few events within the Event_Groups. (URL paths) Each event was to make a score. After setting and activating everything, I made sure to read more

I'm trying to build a simple workflow that sends a reminder email 30-days after a customer purchases, enticing them to buy more. But I'm struggling to find a way to supress (or unenroll) customers who may have already received that very same email w read more

Hi all, I need some help with a workflow issue. I have a custom object called "Event," which we associate with companies attending specific events. In the "Event" object, we have custom properties for the event start and end dates. For example, i read more

Hi All, Probably bit of a wierd one. I would like to create a workflow that will essentially ask the contact owner if a contact can be deleted or kept. We have a number of contacts that have unsubscribed from all emails, even though they ha read more

Hello, We are working on automating our sales hand-off email after a deal moves into closed won. I have built a workflow to send an internal email when a deal is moved to closed won. This internal email contains deal tokens. See below: read more

Is there a way to create a dynamic list of contacts that have recieved X number of emails within X days. Right now, I am looking to create a list of contacts who recieved 3 emails within 7 days. This way I can use this list as a filter out anyone read more

If I send the same Email as part of 2 different Workflows, will the stats in the "Emails in workflow" performance section be specific to each Workflow? Or will both Workflow details pages show the total stats for that Email?

Hi, I have created a new Chatflow, and the targeting rules are correctly set up to the domain, and I have installed it on the domain. But it is not showing. The domain I want it to show on, is not my main domain set up in the Hubspot account read more

Is there anyway to prevent people from unsubscribing/managing their preferences when it's company policy that they must receive our email communications? For example - we have an internal newsletter for staff. Staff shouldn't be unsubscribing to read more