I'm working on three email workflows, each targeting a different stage of the sales funnel. WORKFLOW 1 : This begins when a lead downloads a top-of-funnel (TOFU) asset. These leads are entered into a workflow designed to guide them toward selecti read more
Hi I'm trying to create a form submission workflow in HubSpot that automatically generates email addresses and passwords for students between ' student51@company.com' and ' student80@company.com'. This information will be used to log in for t read more
Hi @SVanBroeck ,
I would recommend the Sequential app by Unmatched available on the App Marketplace. It's incredibly easy to use and will al...read more
ワークフローで一定条件に合致した際に外部の API へリクエストして、受け取ったレスポンス値をコンタクトのプロパティへ保存したいと考えています。 API は POST 形式でリクエストBody がネストされた JSON 形式を受け付けるようになっており、JSON の値としてコンタクトのプロパティを入れたいと考えています。API が受け付ける JSON の構造が決まっており、その形式に合わせたいのですが、どのように設定すればよいでしょうか? 或いは「Webhookを送信」以外の方 read more
Hello! I am creating a workflow that has branches based on the value of a property with multiple selections. Am I correct in assuming the workflow will enroll contacts in multiple actions for multiple property values? Say someone read more
Hi @LaurenWittschen ,
Records will always go down the first branch they meet the criteria of. Even if they meet multiple branches' criteria,...read more
I am looking to set up workflows, to assign new leads to our sales team based on time of day, to cover the different shifts. I already have three workflows set up to run at specific times of day: Morning - leads that came in from midnight to 9am read more
Hi @Keith5 Here is detailed steps. Please have a look Create a custom property in HubSpot under Settings > Properties ; name it "Workflow E...read more
Hi, I'm currently working on a lead scoring model using the lead scoring beta and noticed there seems to be no way to subtract points from a score like you could with the older calculated score types under properties? I'm trying to build a contac read more
Hi @MaryBatchelder , You’re right that the new lead scoring beta in HubSpot doesn't allow direct subtraction of points like the older model. Your...read more
Hi Everyone, Our current lead score system scores a contact 2 points if they visit one of our product pages. The filter is set to "less than 90" days since we want the score only to be reflected if they visited within the last 90 days. Is read more
Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, read more
Hi David, I am 90% sure the meeting link will be saved on the record and I think it would be under most recent meeting schedule under activities. You...read more
I have about 14K marketing contacts that are not very engaged and they are pushing up our total marketing contacts. To help with this I would like to split these marketing contacts into List A (7K) and List B (7K) and set them as non-marketing conta read more
Hi @HHoward ,
Ideally, you would do this with a scheduled workflow that runs yearly on Jan 1: https://knowledge.hubspot.com/workflows/set-you...read more
Hi! I have a task to create a report that will show how much time has passed between contact's first communication to us (answer to an email, attending a webinar, an event, etc) and a successfully closed deal for this contact. How do I achieve this read more
I would copy that First Communication Date property to the Deal when it is created so you can measure from the first communication date through to th...read more
My client wants to send a custom email the day before a discovery call. This is how I have set the workflow, but no one moves through the delay. Any idea what I have wrong here? If it helps, the meeting is round robin.I Thanks in advance! read more
Hello @heatherlodge , I've run into this issue before. Your problem is likely being caused by the specific way the "Delay until Event occurance" ...read more
Hello! I am needing to import a list of Contacts, some of which will be the same person. However, the fields for that same person will be different. Here's an example of a record that is the same person, with the same email BUT they have d read more
Hi @ERhine ,
This is unfortunately not possible. The email address is the unique identifier in HubSpot and there cannot be two contacts with t...read more