Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
salesengineers on March 21, 2023
Hi everyone, We are looking to use webhooks in Hubspot Automations. (This process here) The issue we are running into is that the workflow step does not allow for nested JSON payloads. Has anyone figured out how to do this? Ideally we wan read more
0 upvote
0 Reply
Larbi16 on March 21, 2023
Hello, I have built two lead nurturing email workflows, and some contacts are enrolled in both workflows. I don't want any contact to receive more than 1 email per week so I added the same delay between emails in each workflow. The delay is "d read more
0 upvote
0 Reply
LGuillet on March 21, 2023
Hi, i need help here, i created a workflow to add a new line_item when a ceratin propertie is known and equal to a specific value. The line is create but not display in the deal used. I show you my code, workflow and some screen to describe my probl read more
0 upvote
2 Replies
Thought Leader | Partner
March 21, 2023 17:52
@PamCotton Wish I could help on this one, but custom coded workflows are a bit outside of my expertise, maybe @Teun could help @LGuillet or kno...read more
KaKaRoT on March 20, 2023
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
1 upvote
6 Replies
Top Contributor | Platinum Partner
March 21, 2023 03:28
Hi @KaKaRoT Yes we can create an active list for registration of webinar by using this filter as mentioned below in screen short. Pleas...read more
Solved
jmatlow on March 20, 2023
I have Marketing Hub pro. I used to be able to set up annually recurring, automated birthday workflows. When I selected the Birthdate custom property, it would give me an option to select "recur annually". Where did that option go? I can't se read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2023 09:00
Hi @jmatlow , If you want to achieve what you described, it doesn't make sense to follow the HubSpot recommendation pop-up here. You would hav...read more
Yeojmdc77 on March 20, 2023
Hi Hubspot Community, This is Joey, and I'm new here in the community. I have a question re Logic Filters when creating Workflow Enrolment Trigger. I noticed that most of the logic functions use is "And" and "Or". So what happens is, everytime I read more
0 upvote
2 Replies
Member
March 21, 2023 06:26
Hello Ben_M, thank you for your response. I think number 1 is moew likely the solution. Can you give more inputs please. So basically, we have two fo...read more
CCoffman1 on March 20, 2023
Hi We have a custom object that is associated with a Contact called Applications. We would like to enroll any related Contacts in a Contact-based workflow based on the Application Pipeline Stage updates. Does anyone have a trick to do this? read more
0 upvote
2 Replies
Participant
March 21, 2023 08:47
In step 2, there is no Application Pipeline Stage property on the Contact. That property only exists on the Application. We can't copy that from the A...read more
Solved
inboundshop on March 20, 2023
Is there a way to have a workflow fire an email to an internal contact that contains the name and company name when a meeting is booked on a meeting link? The notification email doesn't contain this information, you have to click into hubspot via th read more
0 upvote
2 Replies
Accepted Solution
Community Manager
March 21, 2023 02:27
Hi @inboundshop , Thanks for reaching out to the Community! You can accomplish this by adding personalization tokens to an internal ...read more
Solved
LDiPalma3 on March 17, 2023
Hi everyone! I have a problem. I would like the workflow to start when a meeting is scheduled either from the meeting tools or from the contact page. If the first one works, for the second one (I used Meeting Start time as property) I can't set read more
0 upvote
2 Replies
Accepted Solution
Member
March 17, 2023 21:10
Hello! It sounds like you're looking to automate your workflow based on meeting scheduling, and you're having trouble setting a reminder message for...read more
DKasabri on March 17, 2023
Need to be able to pull LINE ITEM data into an exisiting workflow for the email notices that go out when a new Deal is created. Currently when those email notices go out, the SKUs and quantity fields are blank. How do we get the line item data to e read more
0 upvote
1 Reply
Community Manager
March 20, 2023 01:44
Hi @DKasabri , Thank you for reaching out to the Community! It sounds like you are referring to line item personalization for deal workf...read more
Solved
JLacey9 on March 17, 2023
Hello, We set up a workflow to capture hard bounced contacts, and enrolled existing contacts upon activating the workflow: Contact Enrollment Criteria : Email Hard bounce Reason is known Action : Set Marketing Contact Status as Non-Market read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
March 17, 2023 09:17
If you turn on the option to allow re-enrollment you can select manual entry only and push them through via list after they are out. Or if you need t...read more
JSage on March 16, 2023
Is there a way to make an active list from my Slack integration? I have the app added as well as the workspace I'm working with, but there aren't any options in the List filter for the Slack app.
0 upvote
3 Replies
Hall of Famer | Partner
March 17, 2023 07:27
Hi @JSage , As far as I know this is not possible. As a workaround, you could export your members and import them in HubSpot: https://s...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.