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davidlazar on June 02, 2023
I need to send a Slack notification and do a few actions each time a form is submitted. I need this to happen even when the same contact submits a form again (they forgot o include details, etc.). I have re-enrollment switched on: I have t read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 02, 2023 05:51
Hi @davidlazar , Can you please share a screenshot of the entire re-enrollment settings? Simply enabling re-enrollment doesn't mean that more
dwightbailey on June 02, 2023
I have a workflow that sends a follow-up email to every contact that downloads something from our website (as a result of filling out a form). If the contact downloads multiple things across a few days, I don't want them receiving the email over read more
0 upvote
7 Replies
Accepted Solution
June 02, 2023 10:20
Tks v much for your do I get the "first check" bit onto the if/when branch?
MLatulippe on June 01, 2023
Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow beca read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 01, 2023 09:31
Hi @MLatulippe , You can workaround this re-enrollment issue using a list. In this list you would filter for contacts matching the same more
dwightbailey on May 31, 2023
How do I create a list that contains only those contacts that have downloaded something from the website? I understand they have to have completed a form first - but I want everyone that has done that to enroll into a list.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 31, 2023 15:22
Hi @dwightbailey , To get a list of all contacts, you simply have to filter for "Recent conversion is known". This field is automatically more
irina-mi4-fr on May 31, 2023
After the set-up of a beta pop-up CTA for a content download, I see that the form is not taken into account by a follow-up workflow. I receive the form submission notification when a conversion occurs, but it is not taken into account as a wo read more
1 upvote
3 Replies
Accepted Solution
Contributor | Elite Partner
May 31, 2023 16:03
Hi @irina-mi4-fr , To create an active list of contacts that downloaded content from a pop up CTA, I believe you will need to include the more
janquast on May 30, 2023
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w read more
HubSpot Employee
June 02, 2023 13:57
Hi @janquast this is a pretty common question with scoring. We discussed this a bit in a recent HUG Admins webinar, and the particular question more
coolraj12 on May 30, 2023
Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac read more
0 upvote
4 Replies
HubSpot Employee
June 02, 2023 14:06
Hi @coolraj12 , Unless I'm misunderstanding your intention, you should be able to do this using association labels. If a Contact's Primary more
ulsa on May 26, 2023
Hiya, does the CRM free tier allow for email and text reminders to follow up with a lead?
0 upvote
2 Replies
Contributor | Elite Partner
May 31, 2023 16:17
@ulsa In my experience, the best way to faciliate this would be to use workflows which is not included in the Free CRM tier (if I'm remembering more
davidlazar on May 26, 2023
Hi the logical conditions in list filters are set up very user unfriendly. In my example I want users who filled either form 1 OR form 2 AND at the same time who also have marketing subscription. Currently I have to add the email subscription op read more
1 upvote
4 Replies
Recognized Expert | Platinum Partner
May 31, 2023 16:41
Yes, exactly what @OPerek-Clark said! Another great use case for standardizing your form naming convention!
ukhubspot on May 26, 2023
Hi All 👋 Has anyone found a workaround to conditionally send an email in a workflow based on contact properties? In this example, we have a nurturing sequence that goes to all clients. We only want to send Email A to people who haven't purchas read more
0 upvote
6 Replies
June 01, 2023 06:34
Thanks Victor, Doing what you proposed would add the person already in the workflow to a (static) list. As you've said, an action in the workflow more
CNonato on May 25, 2023
Hi! Here is my situation: When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list). Is there a read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 25, 2023 12:54
Hey @CNonato , thanks for reaching out! This is a great question. Since you're using active lists, you just need to ensure that the contact more
Melvin77 on May 25, 2023
Dear all! I want to create a dynamic list of contacts that are associated with a deal and that deal is in turn associated with a specific company (so the contact is not associated directly with a company). In other words, I want to filter the co read more
0 upvote
1 Reply
Member | Diamond Partner
May 25, 2023 17:11
Hmm, yeah this just seems to be a limit of filtering functionality in HubSpot. When filtering for associated Object records, we are tied to the more
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