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IMcMahon9 on September 29, 2023
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre read more
0 upvote
2 Replies
Key Advisor
September 29, 2023 15:44
If the workflow is setup to look for clicking an email, and as @Jnix284 mentions, if you setup re-enrollment criteria then someone will enter the w...read more
sarahbecherer on September 29, 2023
Hi there! Question about workflows from a newbie. How would I go about setting up a workflow where I auto-enroll all contacts associated with a company in marketing emails when that company becomes a customer? For example: Sarah is read more
0 upvote
1 Reply
Key Advisor
September 29, 2023 15:16
Seeing as your post is marked starter, you will not have access to workflows until you upgrade to pro or enterprise hubs. Personally speaking, ...read more
Solved
FSpångberg on September 28, 2023
Hi, I have a list of companies and I would like to make a list of contacts from that company list is that possible (e.g five people are associated to a company - can I get those five people on a list and make anew contact list?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 28, 2023 08:50
Hi @FSpångberg , Yes, in a contact-based list, simply choose "Company" from the dropdown, then "List membership": Be...read more
Solved
RSrivastava5 on September 27, 2023
I would like to create a list of contacts from our total contacts based on the US state name of the contact. I would like to filter for NC and SC. How would I do that?
1 upvote
3 Replies
Accepted Solution
Thought Leader | Elite Partner
September 27, 2023 08:49
@RSrivastava5 like @karstenkoehler showed, it's possible with your state/region property. One key to keep in mind: The property is open text, so ...read more
Solved
AlexisData on September 27, 2023
Is there a way of controlling a workflow so that if the number of emails sent by this workflow exceeds a certain number (e.g. 1000), the workflow is blocked? In other words, is there a way of controlling a workflow so that if the number of emails s read more
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
September 27, 2023 07:02
Hi @AlexisData I'm not aware of a native or off-the-shelf third party solution to this. The number of emails sent by workflows to ind...read more
LPeherstorfer on September 26, 2023
We have a question/problem popping up in our marketing workflows. We generate contacts via paid campaigns using LinkedIn Lead Ads (e-book as lead magnet). The form is on LinkedIn and the contacts are automatically synced with Hubspot and end up in a read more
0 upvote
1 Reply
Key Advisor
September 26, 2023 11:24
Hi @LPeherstorfer Can you share a screenshot of your Workflow enrolment criteria? Is it simply the LinkedIn Ads form submission or are there...read more
Solved
AlexisData on September 26, 2023
To date, on Hubspot, I've segmented access to Hubspot contacts by salesperson. This means that sales rep 1 can only see the contacts in batch 1, for example contacts A, B and C, while sales rep 2 can only see the contacts in batch 2, for example con read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
September 26, 2023 08:56
I'm honestly not aware of any to be honest, HubSpot doesn't have a scopes api to allow third parties to define scopes and permissions in-app so it's ...read more
Solved
MAdcock on September 22, 2023
I want to create a list of all contacts that we sent an email to via MS365 and added to Hubspot with a specific subject heading so I can automatically follow up. Many thanks Martin
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 22, 2023 10:46
Hi @MAdcock , Its not possible to create activity lists (not any which would let you click through to the contact that is). However, you...read more
Solved
Ellen-Marije on September 21, 2023
Hi everyone, I want to send an e-mail to a contact list with an invitation for an event. If possible, I would like to let the contacts tick a box that says either yes or no to the invitation, without using a form (since I already have their conta read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 03:19
Hi @Ellen-Marije , In Marketing Hub Starter, you'd have to create two landing pages: one landing page for the positive RSVP, one for the negat...read more
Solved
ABui4 on September 20, 2023
Hi Expert, I creating a workflow to identify contacts from Finland based on the country code. On the form that captures those leads, I enabled "Show country code dropdown menu". I set up the workflow in a way to check if the contact phone numbe read more
0 upvote
4 Replies
Accepted Solution
Thought Leader | Diamond Partner
September 20, 2023 13:44
You're welcome @ABui4 - I did some digging and couldn't find anything about validating phone numbers in a workflow. You can create validati...read more
Solved
MDavenport13 on September 19, 2023
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e read more
Accepted Solution
Key Advisor
September 20, 2023 12:07
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are to...read more
Solved
Westa on September 18, 2023
I was wondering if you can advise on how to get the option "Sen dopt-in email"? I am unable to locate it in my settings/action items. Thanks
0 upvote
1 Reply
Accepted Solution
Key Advisor
September 19, 2023 08:15
Is the double opt in what you are looking for? https://knowledge.hubspot.com/email/set-up-double-opt-in-for-emails If not, you may need to ex...read more
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