Hello HubSpot Community, I am currently working on a call based workflow. The design is setup to where different actions occur based on the outcome of a call. One outcome is if the call goes to voicemail, in this case a new task is assigned to the s read more
Hi @SPalise ,
The "Delay until event occurs" is probably what you need. The issue is though it only offers properties/events that are based o...read more
I am currently working on creating a workflow delay which delays the action until a contact has been called and the outcome of that call has been marked or is known. However after the call has been made and the outcome selected the delay is not comp read more
Hi @SPalise ,
The way this delay works is that once it starts, it'll wait for a call to be completed with a known outcome. Previously complete...read more
I am currently working on a workflow in which a task is created to assign a call to a team member, then it moves to a branch based on the call outcome. My problem is that this workflow does not wait for a call outcome to be selected and immediately read more
Hi @SPalise ,
It's hard to say without having the full picture and full context, but in situations like these, it's typically a good idea to s...read more
I am currently working on a workflow which automates a number of proccesses based on the outcome of a call. The way it should work is that a task is assigned to a team member for them to call a contact, then based on the outcome of that call other t read more
Hi @SPalise ,
In an AND/OR branch or within enrollment criteria, you could limit the filters to an "Activity date" of the call, so that it onl...read more
I am trying to set up a work flow in which a contact is automatically enrolled after an email is delivered to them. However after setting up a test with and sending out the email to my self, the contact does not show up as meeting the criteria to en read more
Hi all, We've synced Dynamics Data to HubSpot but they're only visible on contacts, deals or leads. We'd like to see these on Company view too. We used the "Microsoft Dynamics 365" app to import data to HubSpot and we've tried multiple setti read more
Hi @JussiJunikka , HubSpot’s integration with Dynamics only syncs notes to objects like contacts or deals, not to companies (accounts) by default....read more
I'm currently subscribed to the following HubSpot tiers: Marketing Hub Pro v12 (Trial) Sales Hub Enterprise (Trial) Content Hub Pro v1 (Trial) My subscription includes 2,000 marketing contacts, but I'm unable to designate contacts as marketing read more
Hello! I'm trying to create a set of company properties that automatically update based on when someone purchases a subscription from us. This is information that syncs from WooCommerce and shows up in our Hubspot deals as a line item (i.e. Subs read more
Yes, you can absolutely create company properties that update based on line items in deals like subscription tiers coming from WooCommerce but there ...read more
Hi. I am starting to migrate over to the lead scoring but wondering what some of the criteria options are and what are the differences. For example for forms whats the difference between Forms Submissions - Main vs Forms Submissions - Additiona read more
Hi @TTram ,
HubSpot hasn't disclosed a reason for the two different groups but I would assume they're handled slightly differently in the back...read more
It seems like it is currently not possible to use the company based signals coming from the new Buyer Intend functionality as part of a company based engagement score... In my opinion the buyer intend signals are a textbook example/measure for a read more