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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’...
    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...
  • PercheronSMS on July 23, 2021
    0 Upvotes
    0 Replies
    I'm currently working on a workflow for deal owners to receive an email notification if their deal has a past due close date of 120 days or more. The goal is to have the workflow send out the email notifications every 30 days if it triggers the cond...
  • NParsons on July 22, 2021
    0 Upvotes
    1 Replies
    Hello I am currently looking at revamping our consumer-facing nurture workflows so that they are triggered by actions rather than their lead score. For example downloading an e-book, registering for a webinar, or viewing a certain webpage. I'm l...
    Most Valuable Member
    July 22, 2021 07:21
    Hi @NParsons , The triggers that you mentioned – form submissions or pricing page views – are great starting points. For examples, you'll find...
  • RPramana on July 21, 2021
    0 Upvotes
    2 Replies
    Our Contact Us form has the following required fields: First Name, Last Name, Email Address, Phone, City, State and Zip Code. We have about 50 salespersons throughout the USA. So, when a prospect filled up a contact us form, we like to alert ou...
    Top Contributor | Diamond Partner
    July 22, 2021 00:37
    Hi @RPramana , I can see that you are on an enterprise license so you don't have to go for any third party app. This is possible through co...
  • MMDC on July 21, 2021
    0 Upvotes
    2 Replies
    Is there a way to create a list of contacts associated with another contact who are at the same company and has a particular deal? The use case: We're primarly a B2B, but we offer a B2C training course. If a person purchases the training course,...
    Top Contributor | Diamond Partner
    July 22, 2021 03:30
    Hi @MMDC , In HubSpot, when we create a contact name with an email id, HubSpot itself creates the company name with the domain name used in the em...
  • CKasnett on July 20, 2021
    0 Upvotes
    2 Replies
    I am trying to create a trigger for an instance when a spcific date field is updated twice in the last 30 days. what would be the logic to do this? The "updated in last" criteria doesnt solve for only triggering if the fied was updated twice. Any...
    Member
    July 25, 2021 02:36
    Karsten, Thank you! I have implemented your solution and am going to run some tests. Ill keep you posted if it works!
  • Solved
    ELanyon on July 19, 2021
    0 Upvotes
    2 Replies
    My suppression list is over riding my workflow goals. I come from other marketing automation tools where the "Workflow" functioinality is called "Campaigns". In other tools the suppression lists keep prospects out of the campaign but it doens...
    Participant
    July 21, 2021 09:22
    Thank you @karstenkohler I did not know that. This makes my life easier!
  • JSchneider90 on July 19, 2021
    0 Upvotes
    1 Replies
    Hello, We'd like to get reports from this year on the number of unique contacts who received an email per month? Is there a list setup we can use to get this info? Thank you!
    Community Manager
    July 20, 2021 03:10
    Hi @JSchneider90 Thank you for reaching out. I want to tag some of our experts on this - @Huble_Connor @andrus @NicoleSengers do...
  • Solved
    JayJay on July 19, 2021
    0 Upvotes
    4 Replies
    Hi! I am very grateful that you guys can maybe help me. Here's the context: we have a list of 5000 contacts that are inactive ( for most of them) and we do not know who they are... we have their emails and pretty much it. In parallel of thi...
    Participant
    July 21, 2021 02:24
    Karsten! What can I say? Thank you for providing me with such great advises, insights and attention to data policy. Let's keep in touch 🙂
  • Solved
    mnio on July 16, 2021
    1 Upvotes
    2 Replies
    Hi, my team is trying to get away from using Zapier as it hasn't been completely reliable. Is there a workflow option within Hubspot where a calendar invite can be sent to a new member in a list? I currently see that I can add the link to a cale...
    Most Valuable Member
    July 21, 2021 11:40
    Hi @mnio , HubSpot marketing emails would have to support attachments for that which (unfortunately in this case) they don't. It's currently n...
  • Solved
    SHunter3 on July 16, 2021
    0 Upvotes
    2 Replies
    Before I delete a sales user, I need to identify if he is connected to any workflows we ahve running. Is there a simple way to do this?
    Participant
    July 19, 2021 03:33
    Thanks for your reply. I suspected as much, but I will take up your reccomendation of exporting the work flow data. Regards Sarah
  • JoshGradient on July 13, 2021
    0 Upvotes
    5 Replies
    As of now, I have contacts that are being scored. Then I have companies that are flagged as partner or not. What I am having trouble with right now is linking the two. In other words, I want to be able to see the buyer's journey, so that I underst...
    Most Valuable Member
    July 20, 2021 06:40
    Hi @AAsis , Did you see the step by step instruction I shared above? Best regards
  • GFER on July 13, 2021
    0 Upvotes
    3 Replies
    Hi! I'm setting up a workflow to let a team know when a deal is won/lost and I realized my workflow is only working if the selected product is only one. If I have two or more , it doesn't go to any option and it finishes the workflow. I'm using th...
    Most Valuable Member
    July 15, 2021 06:05
    Hi @GFER , Feel free to share more details about the workflow you're trying to create – completely disregarding any HubSpot functionalities. W...
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