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MariannaC 6月 05日, 2023
Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach rem 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 05日, 2023 14:12
Hi @MariannaC , Correct – recurring tasks cannot be created in workflows, this option does not exist (yet). To create tasks on a recurring bas...続きを読む
davidlazar 6月 02日, 2023
I need to send a Slack notification and do a few actions each time a form is submitted. I need this to happen even when the same contact submits a form again (they forgot o include details, etc.). I have re-enrollment switched on: I have t 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 02日, 2023 05:51
Hi @davidlazar , Can you please share a screenshot of the entire re-enrollment settings? Simply enabling re-enrollment doesn't mean that re-en...続きを読む
dwightbailey 6月 02日, 2023
I have a workflow that sends a follow-up email to every contact that downloads something from our website (as a result of filling out a form). If the contact downloads multiple things across a few days, I don't want them receiving the email over 続きを読む
0 いいね!
7 コメント
Accepted Solution
6月 02日, 2023 10:20
Tks v much for your do I get the "first check" bit onto the if/when branch?
MLatulippe 6月 01日, 2023
Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow beca 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 01日, 2023 09:31
Hi @MLatulippe , You can workaround this re-enrollment issue using a list. In this list you would filter for contacts matching the same criter...続きを読む
dwightbailey 5月 31日, 2023
How do I create a list that contains only those contacts that have downloaded something from the website? I understand they have to have completed a form first - but I want everyone that has done that to enroll into a list.
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 31日, 2023 15:22
Hi @dwightbailey , To get a list of all contacts, you simply have to filter for "Recent conversion is known". This field is automatically popu...続きを読む
irina-mi4-fr 5月 31日, 2023
After the set-up of a beta pop-up CTA for a content download, I see that the form is not taken into account by a follow-up workflow. I receive the form submission notification when a conversion occurs, but it is not taken into account as a wo 続きを読む
1 いいね!
3 コメント
Accepted Solution
トップ投稿者 | Elite Partner
5月 31日, 2023 16:03
Hi @irina-mi4-fr , To create an active list of contacts that downloaded content from a pop up CTA, I believe you will need to include the foll...続きを読む
janquast 5月 30日, 2023
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w 続きを読む
HubSpot Employee
6月 02日, 2023 13:57
Hi @janquast this is a pretty common question with scoring. We discussed this a bit in a recent HUG Admins webinar, and the particular question aro...続きを読む
coolraj12 5月 30日, 2023
Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac 続きを読む
0 いいね!
5 コメント
6月 06日, 2023 05:41
hello Ryan, Thanks for your reply. I have tried your suggesstion and looks like the condiiton is not available for re-enrollment. The followin...続きを読む
ulsa 5月 26日, 2023
Hiya, does the CRM free tier allow for email and text reminders to follow up with a lead?
0 いいね!
2 コメント
トップ投稿者 | Elite Partner
5月 31日, 2023 16:17
@ulsa In my experience, the best way to faciliate this would be to use workflows which is not included in the Free CRM tier (if I'm remembering cor...続きを読む
davidlazar 5月 26日, 2023
Hi the logical conditions in list filters are set up very user unfriendly. In my example I want users who filled either form 1 OR form 2 AND at the same time who also have marketing subscription. Currently I have to add the email subscription op 続きを読む
1 いいね!
4 コメント
名誉エキスパート | Platinum Partner
5月 31日, 2023 16:41
Yes, exactly what @OPerek-Clark said! Another great use case for standardizing your form naming convention!
ukhubspot 5月 26日, 2023
Hi All 👋 Has anyone found a workaround to conditionally send an email in a workflow based on contact properties? In this example, we have a nurturing sequence that goes to all clients. We only want to send Email A to people who haven't purchas 続きを読む
0 いいね!
6 コメント
6月 01日, 2023 06:34
Thanks Victor, Doing what you proposed would add the person already in the workflow to a (static) list. As you've said, an action in the workflow c...続きを読む
CNonato 5月 25日, 2023
Hi! Here is my situation: When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list). Is there a 続きを読む
1 いいね!
3 コメント
Accepted Solution
名誉エキスパート | Platinum Partner
5月 25日, 2023 12:54
Hey @CNonato , thanks for reaching out! This is a great question. Since you're using active lists, you just need to ensure that the contact me...続きを読む



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