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norismat en Abril 16, 2024
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works Leer más
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0 Respuestas
LJIMÉNEZ24 en Abril 15, 2024
Good morning community - I created a workflow - A list automatically feeds the workflow with new contacts. - Unfortunately some of thise contacts were not set as Marketing Contacts - hence the emails where not sent to them and gave an error. Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 15, 2024 06:04
Hi @LJIMÉNEZ24 , How exactly did you update the contacts to be marketing contacts (via bulk editing, workflow etc)? Can you share a screenshot...Leer más
Lucas_Maciel en Abril 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number Leer más
Participante
Abril 15, 2024 08:22
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a closer...Leer más
AKhakimova en Abril 12, 2024
HI! What can be a reason for the workflow not enrolling contacts from a list and sending them an automated email? All contacts from the list are marketing contacts, and are subscribed to the subscription used in the email. THank you in advan Leer más
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3 Respuestas
Miembro del salón de la fama | Partner
Abril 12, 2024 05:19
@AKhakimova then it's an enrollment issue, not a delivery issue. When you turned on your workflow, did you choose to enroll existing contacts...Leer más
CCurtis0 en Abril 12, 2024
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day Leer más
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3 Respuestas
Colaborador líder | Partner
Abril 12, 2024 11:50
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her ...Leer más
Resuelta
MNaughton en Abril 11, 2024
Hi, I saw posts on how to copy the employee number from a company to the individual contacts at the company. I did it and it's not copying the data over to all contacts. The company would have the employee count but the associated contacts don't ha Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 11, 2024 15:50
Hi @MNaughton , You would have to add a "AND Number of associated contacts is known" to the enrollment criteria and enable reenrollment for bo...Leer más
NBraden en Abril 06, 2024
Hi all, I'm trying to create a workflow that sends a series of follow up emails when someone submits a form, and there are branches in the workflow that send contacts down different paths depending on if a specific link was clicked in one of the Leer más
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4 Respuestas
Participante
Abril 15, 2024 12:57
Hi, This is the route I ended up taking. Thanks for the help!
ajinkyamurtey en Abril 06, 2024
Hi, I want to create the following workflow in HubSpot can anyone help me if this is feasible? Workflow 1 - For every new or existing contacts via form fill . Add contact source(custom property), if missing update contact source. If Leer más
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3 Respuestas
Miembro
Abril 10, 2024 13:13
Hey guys can you please help me here? Seeking your expertise on this
AJ_Kakrot en Abril 06, 2024
Hi, I want to create the following workflow in HubSpot can anyone help me if this is feasible? Workflow 1 - For every new or existing contacts via form fill . Add contact source(custom property), if missing update contact source. If Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Abril 08, 2024 05:08
Hi @AJ_Kakrot , I hope that you are well! Thanks for asking the Community! For information, via workflows, you do have actions like update a...Leer más
Resuelta
DLalonde en Abril 05, 2024
Hello everyone! I'm needing some assistance and guidance working on this workflow. I'm a marketer for a non-profit organization, and we want to try and do a re-engagement email send to our unengaged contacts. The email consists of just basic tex Leer más
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5 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Abril 09, 2024 07:56
Thank you @DLalonde for the workflow details. To answer your questions: 1 - to ensure they won't be re-enrolled, you can add a criteria...Leer más
Resuelta
Wijtmans en Abril 05, 2024
Hi all, This is a strange question, but is it possible to move around branches in a workflow? For some reason the branches are very wide, which creates an unnecessarily large gap between branches. I have an ultra-wide monitor and even at 30% it Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 05, 2024 05:58
Hi @Wijtmans , Unfortunately not, no. Beyond zooming in and out and scrolling / drag and dropping your way around the editor, there aren't any...Leer más
GMasoli en Abril 04, 2024
Hi everyone, I just got the notification that I've almost reached the monthly limit of 2,000 marketing contacts. However, after checking the workflows and forms which set automatically contacts as marketing contacts, I've realised the amount of Leer más
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1 Respuestas
Asesor destacado
Abril 04, 2024 11:16
Hi @GMasoli Please check this article and especially the part about the marketing contact properties . By checking the marketing contac...Leer más
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