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Solved
SaravCrespo on November 05, 2024
I have a Multiple checkboxes property with one of the fields being "Finishes X WF" and I want to make a trigger for a workflow where only contacts who have "Finishes X WF" enter the workflow but the only options I see are "is any of", "is equal to read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 10:06
@SaravCrespo in that case, pick "is any of" 🙂
Solved
DWhittington1 on October 31, 2024
We have some logic where a user is enrolled on form submission. Within the workflow, we are dependent on the latest source and information that HubSpot automatically calculates. The issue we have is that those automated fields typically get defi read more
0 upvote
2 Replies
Accepted solution
Key Advisor
October 31, 2024 08:38
Hi @DWhittington1 Depending on if the other property changes happen simultaneously or not, this wouldn't solve your problem or only solve it...read more
Solved
card_sharp on October 31, 2024
I’m new to HubSpot workflows and am working on a straightforward workflow designed to send up to five emails to newly-added contacts, with delays between each message. I understand that if a contact unsubscribes or marks an email as spam, they w read more
0 upvote
12 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 05:43
Hi @card_sharp , Just to make sure, you have followed these steps to track marketing email replies, correct? https://knowledge.hubspot.com/ma...read more
Solved
JMose001 on October 31, 2024
Hello I'm John Moses,I'm getting confused with this flowing terms in Marketing *Workflow *Automation Please can anyone explain in detail with good example . Thanks in advance 😊
0 upvote
2 Replies
Accepted solution
Participant | Partner
October 31, 2024 11:27
Hi @JMose001 , In HubSpot, the automation feature is referred to as "workflow." This is the sales term.
Solved
ASmet on October 29, 2024
Hi, I have a question about Marketing contacts with specific roles. In Salesforce we have the object Account Contact Relationship (ACR). This is an object where we define the relation a contact has to an account. In our case this would be a read more
Accepted solution
Hall of Famer | Partner
October 29, 2024 05:18
Hi @ASmet , In HubSpot, this would be done through association labels 🙂 https://knowledge.hubspot.com/object-settings/create-and-use-assoc...read more
Solved
JerikaNguyen on October 29, 2024
I want to get the submitted timestamp for each form into a Contact property called form_submitted_timestamp (type = date and time picker). I have added a hidden field in my form with a default value as current date) but it seemed like Hubspot failed read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 30, 2024 03:42
@JerikaNguyen why store the information in a date property then? This could be achieved with three workflows, each with configured working ho...read more
Solved
JasperL on October 25, 2024
I’m currently using the new (beta) Company Engagement Score in HubSpot to help identify relevant and engaged companies for targeted sales prospecting. This feature aggregates the engagement scores of associated contacts, which is helpful, but I woul read more
0 upvote
2 Replies
Accepted solution
Community Manager
October 25, 2024 20:15
Hey @JasperL , thank you for posting in our Community! The new Company Engagement Score is a great tool, and adding these data points would ...read more
Solved
02638 on October 24, 2024
Hello, I'm trying to get around some of the limitations of the default subscription preferences ("manage preferences" in the email footers) form. See that discussion here. One thing I'm trying to take another go at is creating a customized form. O read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
October 26, 2024 01:26
@02638 if you want to add additional fields, then yes, as discussed in the other thread you linked, you could add follow those steps outlined there...read more
Solved
JRutherford on October 24, 2024
I created a workflow. I want this workflow to only run if a sales rep manually adds a contact to the workflow. But, this morning I glanced at enrollees, and I'm seeing people in the workflow that I didn't add manually for testing. My first step I c read more
0 upvote
3 Replies
Accepted solution
Contributor | Platinum Partner
October 24, 2024 11:08
Hi @JRutherford ! I've found success in the past by setting a Static List as my enrollment trigger and having my Sales Reps add people to that l...read more
Solved
NGreasley on October 24, 2024
Dear helpful people, I've just set some new LinkedIn ads live and have workflows set up so that when someone submits a lead capture form via LinkedIn, that lead flows into HubSpot. I'm finding though that when a new ad has gone live, I can't add read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Partner
October 24, 2024 06:58
Hey @NGreasley I understand the frustration with not being able to add new LinkedIn ads to your workflows until the first lead comes in. Unfor...read more
Solved
ESGRTC on October 23, 2024
Hello, I am trying to figure out a way to clean up all the different lists we use in Hubspot. The 'used in' property does not keep track properly of the number of times a list is being used. Rather it seems to track if a list is part of ano read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 24, 2024 00:13
Hi @ESGRTC , Correct, the used in information refers to where the list is currently, actively being used. Having been used in a regular emai...read more
Solved
MariaDuenas on October 23, 2024
Hi, I'm creating a nurturing strategy and based on what people clicked on a form I want to trigger a workflow for them to recieve an email about that topic. Can this be done? The part where I segment people by option clicked on a form?
0 upvote
2 Replies
Accepted solution
Participant
October 23, 2024 10:50
Already solved by filtering based on contact properties
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