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JPickham on February 08, 2023
Hi, I have recently set up a workflow for a new lead for in our system using Gravity Forms. This form is a generic lead form placed on our website and we have a dropdown menu for leads to select the type of industry they are in. What we want to do read more
0 upvote
1 Reply
Hall of Famer | Partner
February 08, 2023 22:05
Hi @JPickham , What exactly have you tried and what's not working? Generally, this is what a workflow could look like: more
APáez on February 08, 2023
I have a problem when trying to send a message via WhatsApp from a workflow, when submitting the form that triggers the workflow it gives me the following error: "This contact has not subscribed to receive marketing messages via WhatsApp".
0 upvote
1 Reply
Community Manager
February 08, 2023 11:33
Hi @APáez , Thank you for reaching out to the Community! The ability to send WhatsApp messages is based on the WhatsApp Subscription. more
jmatlow on February 07, 2023
I've created a Company property called "Today" I've created a workflow that is supposed to set the Today date every morning at 3:15am. I've allowed re-enrollment. Technically, it should be auto-enrolling every company every day and changing the d read more
0 upvote
2 Replies
February 07, 2023 22:28
Hi @jmatlow I'm with @karstenkoehler on this one, I think the final "delay until" is likely the culprit. Workflows run from top ( more
HDang9 on February 06, 2023
I have created a workflow that has many new contacts every day. Now, I want to export a list of enrolled contacts to do some research about that data. How can I do that?
1 upvote
6 Replies
Accepted Solution
Key Advisor | Platinum Partner
February 06, 2023 19:58
Hey @HDang9 , thanks for reaching out! This is a great question. All you need to do is head to Contacts > Lists and create a new list. more
APhifer on February 06, 2023
I cannot seem to add ALL of my contacts to an email I want to send. Yes, I have created an active list with the filter "email known". It does not update. Anyone have a solve for this. I've been dealing with this for over a year now.
0 upvote
1 Reply
Hall of Famer | Partner
February 06, 2023 10:11
Hi @APhifer , Can you confirm that you've create an active list? more
APeer on February 06, 2023
I want to build a report that shows the number of contacts that have crossed our HubSpot score threshold (100 points) each month. How can I accomplish this?
0 upvote
1 Reply
Hall of Famer | Partner
February 06, 2023 09:55
Hi @APeer , If you want to visualize these contacts based on the date when they surpassed the threshold, we need a date property for this more
SStacey on February 03, 2023
Hello, I'm looking for some help, I am trying to set up workflows for the contacts in our database that will assign contact owners automatically based on postal codes so that our contacts are assigned to their respective Area Sales Managers. read more
0 upvote
4 Replies
February 06, 2023 02:07
Hello, Thank you for this, unfortunately, it hasn't worked - I did think this could be an option but was hoping for something that wouldn't incur more
RBarrett0 on February 02, 2023
My company has set up a Free Materials page with different types of PDFs and videos that can be downloaded. Each file has been uploaded to HubSpot so the links being used are HubSpot links. The end goal is for visitors to receive an automated email read more
0 upvote
4 Replies
Accepted Solution
February 04, 2023 23:10
Hi @RBarrett0 I've had a quick look and based on the following articles - Analytics for Files , Tracking PDF data , and this idea forum more
MODonnell on February 02, 2023
I have a data capture form on my campaign landing page, which asks for user consent to receive email communications. How do I capture/ recognise given consent (user ticks box to give consent/ say contact me) from the data gathered in the form w read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2023 01:17
Hi @MODonnell , If you want to create list of contacts that opted into a specific subscription type by checking the corresponding box in your more
hpeterson43 on January 31, 2023
I am trying to lay out a specific workflow within the sales pipeline. I tried to make an automation through a specific stage of the deal pipeline where I am trying to utilize an if/then branch. The issue though is that I am getting a different scree read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 12:08
Hi @hpeterson43 , It looks like your workflow screenshot is from a contact -based workflow, your pipeline automation screenshot from a deal more
LLampe on January 31, 2023
When we have an deal that reaches the stage ''qualified to buy'' it is important that our sales team has spoken with different people in that organisation, for example a financial employee. How would you set up a workflow for that?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 31, 2023 01:57
Hi @LLampe , You could achieve this by creating a checkbox property on the deal record 'Financial employee contacted' and make it required more
Afd-mark on January 31, 2023
Hi, If you go to a workflow --> details --> Enrollment history, there you can filter on a date to see the enrollments. But unfortunately I can't make a list of these contacts. Also when I create a list, I can't find a date filter when read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 01:27
Hi @Afd-mark , You're correct, this is currently not possible. As far as workarounds go, I'd take specific workflow actions as reference more
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