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keelysaye on June 24, 2022
Is it possible to associate only a select number of companies to contacts without turning on the company associations to all contacts?
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2022 04:00
Hi @keelysaye , If you're referring to the automatic association of contacts and companies , then unfortunately no, this is either on or off ...read more
Solved
GHunt5 on June 23, 2022
I have a list with criteria "Recent conversion date" is known and latest source is direct. Does that mean every time the "Recent conversion date" is updated a person will be added to the list or do I need to add the criteria "Recent conversion date' read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 23, 2022 08:20
Hi @GHunt5 , You haven't mentioned any workflow before – contacts would enter the list as soon as they submit a form, yes.
RSpaugh on June 22, 2022
Hi, I turned off some workflows and I'm a new hubspot user and can't figure out how to get it back on easily. Can somebody please help me figure this out? Thanks, Rachel
0 upvote
4 Replies
Hall of Famer | Partner
June 23, 2022 06:52
Hi @RSpaugh , At the very bottom, the very last step, you need to make a change. This workflow is trying to enroll contacts in another workflo...read more
paauroma on June 22, 2022
Hello everyone, I need to know how many contacts in my database have been terminated in the last 2-3 years. What time parameter can I use to relate this to lead status?
0 upvote
3 Replies
Participant
June 22, 2022 03:02
Yes @karstenkoehler , I have difficulties when creating lists of contacts that carry a time rule, i.e. in this particular case, I need to know whi...read more
Solved
GlennLee on June 21, 2022
Hi Guys, Just wanted to confirm something. We are using a Hubspot Enterprise as a way of re-engaging our users in the acquisition and activation funnels and wish to use Workflows to automate email comms send, whenever a user drops out of these j read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
June 22, 2022 07:09
@GlennLee property changes do trigger workflows in my experience, so I'd agree that it should work. Since you've tested it, I'd say that should con...read more
Solved
Sebastian_Lauk on June 19, 2022
I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 19, 2022 21:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...read more
GHunt5 on June 16, 2022
I recently set up a large amount of workflow to fill in a large number of custom fields (latest lead source, latest lead source date, lead source date, latest lead source call to action, lead source call to action). I am seeing that some of my work read more
0 upvote
1 Reply
Hall of Famer | Partner
June 16, 2022 09:24
Hi @GHunt5 , Hard to say without being able to poke around in your portal. Generally, here's what I'd recommend checking: workflow exclusi...read more
Solved
JHaselden on June 16, 2022
Hello Is it possible to make hubspot create a deal or even just a task to follow up when sending an email from outlook? I track emails using the hubspot extension. I am trying to set up a workflow that recognises that I have sent an email read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
June 16, 2022 06:14
@JHaselden if you create a workflow with the trigger Activity > email subject (or email body) contains any of "your phrase" you can then creat e...read more
Solved
Roger on June 16, 2022
Is there a possibility to integrate an email property from a custom object in an email list to send out a marketing email? Does anybody have an idea or a workaround?
Accepted Solution
Participant | Partner
June 17, 2022 04:55
@Roger I would set up a custom field called Type on the Contact Object and have all your Contacts that are associated with the Partner Object get t...read more
Solved
GHunt5 on June 15, 2022
If I purge all my unsubscribed contacts to lower my contact count and then one of them fills out a form, will there unsubscribe show up on their new record?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 15, 2022 21:09
Hi @GHunt5 , Yes, HubSpot will "remember" that a contact unsubscribed from all email even if their record was deleted. When you re-add the con...read more
AAdkins24 on June 14, 2022
We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. We have it set up s read more
0 upvote
1 Reply
Hall of Famer | Partner
June 14, 2022 21:27
Hi @AAdkins24 , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. Fur...read more
SHavrysh on June 12, 2022
Hi there. My question is regarding workflows: is it possible to get new deals created for already existing contacts? Up until now, when a new contact submits a form on our website, a new deal is created. But if the same contact submits another read more
0 upvote
4 Replies
Member
June 14, 2022 23:11
Hi Karsten, thank you so much for your prompt support. All the best. Warm regards
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