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  • jenniferlim on April 27, 2020
    14 upvotes
    3 Replies
    A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...
    Reply
    Participant
    December 30, 2020 03:55
    Hi @mbinmasoud , Yes, it is the HS Object ID. It is sometimes easier to work with the technical names in Zapier. If you open the field prope...
  • LHinrichsen on October 21, 2021
    0 upvotes
    1 Replies
    We have two versions of a campaign that we are about to launch, each version is designed to focus on a particular category segment. The workflows are essentially the same, it is just swapping out the segment A version of emails and content for the s...
    Reply
    October 21, 2021 06:34
    Hi @LHinrichsen I haven't seen such functionaltiy but it is a neat idea! Perhaps when cloning a Workflow, Hubspot could ask if all email or tasks w...
  • UR on October 20, 2021
    0 upvotes
    4 Replies
    Hi, I want to create a workflow that does the following: I've got a field "Number of employees". This field is a text field not a number field and sadly this cannot be changed now. Now I want to create a workflow that puts all contacts wher...
    Reply
    UR
    Member
    October 22, 2021 00:51
    Hi Josh, I found a different workaround and solved my problem. But thanks anyway!
  • Certinifo on October 17, 2021
    0 upvotes
    2 Replies
    Hey there, Due to a mistake I made earlier in a first workflow, I need to create a second workflow that starts with an if/then branch. However I can't seem to find any information as t how you set an if/then branch as an enrollment trigger? ...
    Reply
    Participant
    October 21, 2021 04:57
    Hey Matthew, Thanks for the reply! Helped a lot indeed. Kind regards
  • JLangman on October 15, 2021
    1 upvotes
    1 Replies
    Hi I have a workflow that some enrollees have completed, however we realized there's more emails to set up yet. Can I use the if/then bracket to bring in the "contacts that completed the workflow" back in and this point to receive the next few email...
    Reply
    October 18, 2021 07:25
    Hi @JLangman . Just saying...that sounds like a lot of effort to adapt your existing workflow to bring in more contacts. For the existing emails tha...
  • ClearMed on October 15, 2021
    0 upvotes
    1 Replies
    I created a worklfow to set the contact up as a 'marketing contact' and trigger an email. But somehow it's not setting up some of the contacts as a marketing contact and so the emails arent being sent. What's the solution to this? Can anything to b...
    Reply
    Community Manager
    October 18, 2021 07:14
    Hi @ClearMed Thank you for reaching out. I'd be curious to see if you see any error message in the History tab of your workflow. I ...
  • ABechmann on October 15, 2021
    0 upvotes
    2 Replies
    Hello! I would like to set up a personalised newsletter where people can choose what kind of content they would like to recieve. So, you: Sign-up Recieve follow-up e-mail with a CTA to confirm sign-up Confirm Recieve welcome e-mail with a C...
    Reply
    October 18, 2021 07:30
    I've been thinking of doing something like this also, @ABechmann . To add to @Josh , what I thought to do is segement contacts to Lists as Josh is...
  • ialonso on October 15, 2021
    0 upvotes
    2 Replies
    Hi, I'd like to know if it's possible to add points to a lead score based on their winteractions with social media posts. I Thanks a lot!
    Reply
    Participant
    October 15, 2021 06:35
    That's all right. I was aiming for something like, add points if the lead has liked/commented/shared X number of posts. Maybe there are 3rd party in...
  • Woodwam on October 14, 2021
    0 upvotes
    1 Replies
    Greetings all I have successfully copied my INDUSTRY field data from Company to Contacts. When I view a Contact record, the Company record for Industry (auto populated by HS) appears. On this basis I consider the issue sorted. However, I no...
    Reply
    Community Manager
    October 18, 2021 03:07
    Hi @Woodwam Thank you for reaching out. I understand you have copied the company INDUSTRY property to the contact INDUSTRY property, ...
  • PChalasani on October 13, 2021
    1 upvotes
    5 Replies
    There are tools out there that do "lead scoring" based on how your prospects interacted with your websites, emails, etc. But some HubSpot users have been telling us that a bigger problem for them is: when they import say hundreds or thousands of br...
    Reply
    October 14, 2021 18:04
    Ooooo that sounds great indeed! Sent you a personal message!
  • RAragon on October 12, 2021
    2 upvotes
    3 Replies
    This seems a really straightforward request to me though we are struggling with this problem in our current org. Each individual sales rep has an individual calendar. If an appointment is set on the individual calendar, we would like for the system ...
    Reply
    Top Contributor | Diamond Partner
    October 14, 2021 00:41
    Hi @RAragon , Yes you can achieve this with the help of workflow 1. Go to workflows create contact based workflow choose ‘fo...
  • PChalasani on October 11, 2021
    0 upvotes
    0 Replies
    Hi all: for HubSpot users with many thousands of prospects in their system, it can be hard to glean insights from all this data: Which leads to prioritize? Which campaigns and events are effective? Which prospects should I reach out to, before they...
    Reply
  • EGJade on October 04, 2021
    0 upvotes
    2 Replies
    Hey HS Community! I've written a nurture workflow of 7+ emails. For the last step I'm trying to branch people off into two groups: 1. None or 1 email in the nuture flow was opened 2. 2 - 5 emails were opened 3. 5+ emails were opened Since the...
    Reply
    Participant
    October 06, 2021 14:48
    Thanks Phil, I've never used HS Calculation fields, but it seems I may be hitting the same problem with them. Given they are rolling generic values ...
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