Has anyone been using the beta test of Journeys? I'm trying to set it up, and while some of it is really cool and intuitive, other parts don't make any sense. Here are the main areas I'm struggling with: Limited Trigger Properties All “ev read more
We use lead generation forms, in which we also ask for the number of employees. This value is stored in HubSpot as a single-line text property. We use this number in HubSpot for lead qualification, but that requires a numeric property because we use read more
Hi @Afd-mark ,
I would do this with a calculation property and the string_to_number function: https://knowledge.hubspot.com/properties/create...read more
I'm hoping there's a creative way to send one email per day with a list of all contacts who have completed a workflow to the owner of those contacts. Right now my workflow is sending one email per contact, which as you can imagine leads to lots of e read more
Hi @awcw ,
The best way to solve for this is a daily recurring report send: https://knowledge.hubspot.com/dashboard/email-or-export-reports-a...read more
Hi - we have a workflow set up with a couple email touchpoints. The send days are only allowed as Tuesday-Thursday. Currently, our delay between each email send is set at 7 days, but we would like to shorten this so a prospect would get 2 emails a w read more
@EJones81 the second one is correct. If you have each email spaced out by delays, no two emails will ever be sent at the same time. Delays only sta...read more
Hey guys, is there a way to restrict certain workflows from being edited? We'd love to lock a few crucial ones from being updated, but still have the team be able to create / edit other ones. Thanks! Parker
Hi @ParkerO ,
Yes, this is possible, see here: https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets#how-to-limi...read more
Is there a way to assign specific leads to a specific Salesforce lead page layout? We have a form that has a lot of information on it, so to keep our general lead page clean in salesforce, we created another page layout just for these leads. I am t read more
Layouts are tied to permissions and owners. There's easily many ways to do this in Salesforce including syncing record types ( https://knowledge.hub...read more
Hi all, we’re trying to increment a counter every time a specific contact property is set — even if the value stays the same. The property is called “Lead Source Reason” and is populated through a small number of HubSpot forms and a Zapie read more
Is it possible to use a payment link being submitted as a workflow trigger??? I am not able to get my workflows to trigger properly with the payment links. I want to be able to send some automated emails amongst other things once a payment link is s read more
Yes but for some reason when I set that up, the payment link being submitted does not trigger the workflow.. does that exact setup work for you..? Wh...read more
Hi I'm trying to bulk upload c.100 new contacts into my CRM. I've mapped the fields from the CSV to what I want them in Hubspot CRM. Despite completing this and removing all the empty columns from requiring mapping, the "next" button remains g read more
Hi all, When importing contacts into Hubspot I am receiving the following error, missing the Marketing Information susbcription. Apparently subscription information is being included when donde the import. Could a property be created to differe read more
Hi everyone, Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner a read more
Hi @MColomboITF -
I would create a "Trigger Property" on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. On...read more
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of read more
This is a great experience-share, @ktfritchen . When I initially started playing around with it, I didn't give much thought to pro vs. ent tiers as ...read more