Greetings, This is my first post, and hoping might be able to assist. We have 10 sequences that will be used by 10 agents (for now) and it will be called "Cold Outreach - [agent name]. This sequence could be used 10 more times, so we would lik read more
Hi @GetMovinIT ,
Filtering by keywords is not possible, no, but you can create a contact-based workflow and enroll records when an event occur...read more
I'm running an event site on Wordpress and using Gravity Forms to capture attendee information, which then flows into Hubspot. Hubspot is used to send emails from a distribution list and send automated confirmation emails after the registration form read more
I'm running into a bit of a problem I'd love the community's help with. I have a pretty standard lead scoring model set up with thresholds that are intended to be activity triggers. I've set up a workflow to distribute contacts into their lead score read more
Hi @MTham4 ,
In addition to your list membership enrollment filter, add an "AND Prospect_Hubspot_Score_Threshold is known", then enable re-enr...read more
My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi read more
Thank you @BérangèreL for the tag to help @IFarafonov . Ivan, I've not made the connection between MD365 F&SCM with HubSpot. So I don't have a...read more
Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev read more
@MatthewF neither, unfortunately. You could submit your own in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpo...read more
Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workfl read more
Hi @CSlaughter3 ,
Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve thi...read more
What have I done so far: 1. Created new property for a contact: T2024. Field type: Single checkbox (Yes or No) 2. Created Active list to include all contacts with property T2024 Yes. List filter: T2024 is any of Yes. I should have 3 contact read more
Hi @MarkoR ,
Can you please share a screenshot of the list filters? Lists take a moment to populate, how long ago did you create the list?
...read more
Hi team, I created a workflow in Hubspot automations. It goes like this: The trigger is completing a form on our homepage, that sits in hubspot. The customer can choose to select from a checkbox menu, digital only, physical only read more
Hi @CLangenmaier5 ,
If the form submission does not enroll the contact into the workflow, the first thing to check would be the enrollment cri...read more
I am looking to gate some content onto our website. The process flow works that we have a form on a page, once submitted they go to the next page to view the content. I have added/embedded a CTA onto our wordpress site which when clicked will book t read more
UPDATE: I have managed to get this to work. My IP was confusing the testing so after a few more rounds in incognito we have got it to work. Thank you...read more
We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts. I can't figure out how to create a list of those 400 contacts. I have tr read more
@acarbonneau thanks for that context, I missed that.
I think the record source detail filter is correct, but might this explain the behavior?...read more
I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?
Hi @AHand ,
Yes, there is an option to round-robin-rotate records, yes: https://knowledge.hubspot.com/records/how-to-set-a-record-owner#rotat...read more
I changed criteria for workflow - so now like 100 people shouldn't be in the workflow. Question will they still get the emails since they are "in it" already - or since the criteria changed - when it goes to execute on say email #4 - it won't send b read more
@Bashea when you click into the enrollment criteria box, you can change to an "Unenrollment" tab in the left sidebar. If you can specify who exactl...read more