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UCSgroup on July 11, 2025
Hello Hub Universe! New to the tool and looking for the proper header format to properly import my excel lists into Hub Spot
0 upvote
2 Replies
Hall of Famer | Partner
July 11, 2025 13:19
Hi @UCSgroup , You can find sample files here: https://knowledge.hubspot.com/import-and-export/sample-import-files Alternatively, duri...read more
Solved
KSweeney27 on July 10, 2025
I am working on a new workflow containing multiple branches dependent on what is clicked in the initial email. I am trying to keep this all in one workflow. In the attached picture the initial email contains 3 links corresponding to three of branc read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 10, 2025 13:29
Hi @KSweeney27 , Branches are always evaluated from left to right. Whichever branch criteria are met first, that's the path a record will purs...read more
Solved
SPalise on July 10, 2025
Hello HubSpot Community, I’m currently building a workflow based on call outcomes, with multiple branching paths depending on the result of each sales rep's call. One challenge I’m facing is that within a call-based workflow, the only available m read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
July 11, 2025 06:09
Hi @SPalise Yoy can create a custom contact property called something like “Call Outcome (for workflows).” Then, inside the call-based workflow, y...read more
Solved
SWalker117 on July 09, 2025
Shocked by how difficult I am finding this CRM to configure really standard practice automated flows that I've manaaged effortlessly in 5 or 6 other platforms. I know exactly what I want to do but it feels like the criteria is goobledygook and I don read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
July 09, 2025 06:23
@SWalker117 Hi You can’t natively exclude specific product lines from the abandoned cart flow or control the exact timing of when a cart is marked ...read more
Solved
SPalise on July 08, 2025
Hello HubSpot Community, I am currently trying to create a workflow in which a meeting confirmation email is automatically sent to a contact once they book a meeting. The issue is that we have two different types of representatives, the intial c read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
July 08, 2025 09:18
@SPalise just a word of caution here, contact-based workflows do not allow for re-enrollment based on meetings (and workarounds based on list membe...read more
Solved
Jaylin on July 02, 2025
Hello everyone, good afternoon. i created an worflow and turn on the re-enroll, It is based on the type of the company. If the type of a company is "vendor", it will be enrolled in the workflow. I want to know how long it takes for the same co read more
0 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
July 02, 2025 03:28
@Jaylin a record would re-enroll if they meet the criteria again after not meeting them for any period of time. In other words: If, after completin...read more
Solved
NAdler on July 01, 2025
Can somebody please explain to me the behavior of suppression lists for workflows? I have been under the impression that they act as a tool to prevent enrollment , and that is exactly how it has been explained to me. But, recently I've seen behavio read more
0 upvote
2 Replies
Accepted solution
Recognized Expert
July 01, 2025 10:14
Hi @NAdler Both ist true in fact, especially if you suppression list is an active list and your workflow has a few delays. Assume the ...read more
Solved
JRank9 on July 01, 2025
I have just upgraded my subscription and can use workflows, and want to automatically enrol contacts into sequences, but can only see option to unenrol. Can you give any guidance?
0 upvote
1 Reply
Accepted solution
Community Manager
July 01, 2025 15:19
Hey @JRank9 👋 Here you go — Enroll and unenroll contacts in sequences using workflows . — Jaycee
Solved
aelrefai on June 30, 2025
I need to set the new lead scoring system maximum to be over a 100. How Could I do this?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
June 30, 2025 23:50
Hi @aelrefai , You can increase the score limit in the top left corner of the score editor: Best regards!
Solved
aelrefai on June 29, 2025
I was wondering if this format could be created in HubSpot as a form?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 29, 2025 08:13
Hi @aelrefai , If you're looking for a result with this or a similar layout, then no, not with the legacy / new form editor. If you wanted a f...read more
Solved
danjo13 on June 27, 2025
In workflow A (contact-based) I have an action that is sending the enrolled contact to workflow B. I would like to put in a delay in workflow A that waits until the contact has completed workflow B. Is this possible? The current workflow event o read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
June 27, 2025 16:32
@danjo13 in this case, I'd expect completion to be included in unenrollment – but it's something that would have to be tested. Again, I'd personall...read more
Solved
MColombo on June 27, 2025
Hello everyone, for a targeted communications campaign on a small group of users, a salesperson will have to send personalized emails recalling templates created on Hubspot and would need to be automatically notified via email when one of the use read more
Accepted solution
Hall of Famer | Partner
June 27, 2025 06:04
Hi @MColombo , HubSpot can notify a user if any sales email to a group of contacts is clicked by a contact (and also by whom), but this cannot...read more
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