I searched for this in the community and I didn't see a comment to upvote so I thought I'd add one.
There currently isn't the ability to add Goals in the settings for deal-based workflows, only contact-based workflows.
However we have a read more
Hi @Caroline_Pretty ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hu...read more
We are trying out the brand new beta program for lead scoring. It's impressive but it seems like there's no way to use any sort of contact property in a behavior score? Is there an intended way that you are supposed to do that?
We have one sco read more
Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more
Hi @CRusso ,
The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...read more
Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales read more
I have been attempting to create a combination of a list and/or workflow that sends a retargeting email to any marketing contact that has visited a specific product page 2 or more times in the last 30 days. It appears that you cannot create a single read more
I'm having trouble with successfully triggering a workflow. We want to send an initial email to a list of contacts, which will then be used as a trigger to insert them into a workflow. Then send a series of 3 other follow-up emails if they do not c read more
@BHouser Correct - once you save this, HubSpot should ask you whether you want to enroll existing contacts. Check if the number is 1 and confirm. T...read more
I'm trying to create a list of Companies based on Deals won. I can only do this via total deals which doesn't provide the information I need. Is there a way to do this that I'm missing?
@LiamF you would have to create a custom roll-up property for that: https://knowledge.hubspot.com/properties/create-calculation-properties
...read more
Hi All, I'm building a workflow that filters inbound contacts to specific sales reps. This creates tasks for the rep to reach out to the new contact. In our business, we do recieve inbound communications that we want to turn down, and I want to read more
Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more
@LangMagic yes, you can create lists and reuse them within other lists, either excluding or including them. When you add a new list filter, simply ...read more
I want to set up a workflow where I request contact information in multiple steps. Each step consists of sending an email with a link to a form. How can I include a personalized link in an email so that I can enrich the contact I created in the fir read more
Hi @Niels2 ,
Capturing the email address in each step and form is the only reliable way, yes. While you can rely on accepted cookies to skip...read more
Hello there, i am testing this tool and have created an interaction score with a web events group. I added a few events within the Event_Groups. (URL paths) Each event was to make a score. After setting and activating everything, I made sure to read more
Hi, thanks for your reply. I am sure I did accept the cookies. I thought the number would update, but it is still at 0. Maybe I used the filter wrong...read more
I'm trying to build a simple workflow that sends a reminder email 30-days after a customer purchases, enticing them to buy more. But I'm struggling to find a way to supress (or unenroll) customers who may have already received that very same email w read more