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CelineHermans en Marzo 24, 2023
Hi experts, Would love to hear your thoughts on this problem I've been facing regarding a workflow. I want to send an automated e-mail to all contacts associated to a company as soon as that company becomes a customer. So ideally it would be Leer más
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3 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Marzo 24, 2023 06:40
Hi @CelineHermans As long as you do not enable re-enrollment on that company lifecycle stage property, and when activating the workflow do n...Leer más
Faslo en Marzo 23, 2023
Hi Community, Hi Hubspot Team, I want to bring your attention to an issue that we've recently encountered with Hubspot's WhatsApp Integration. Hubspot has recently released its own Whatsapp Integration. At first glance, it appeared to be a Leer más
Participante
Marzo 24, 2023 08:08
Hi Pam, Thanks for reaching out. Though, I feel as if you have not really read my post. @PamCotton wrote: Contacts can grant explicit cons...Leer más
Larbi16 en Marzo 21, 2023
Hello, I have built two lead nurturing email workflows, and some contacts are enrolled in both workflows. I don't want any contact to receive more than 1 email per week so I added the same delay between emails in each workflow. The delay is "d Leer más
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2 Respuestas
Colaborador
Marzo 24, 2023 06:51
Thanks for the mention @kvlschaefer Hey @Larbi16 , my best advice since most of the nurturing emails make sense if they are gather in the same ...Leer más
LGuillet en Marzo 21, 2023
Hi, i need help here, i created a workflow to add a new line_item when a ceratin propertie is known and equal to a specific value. The line is create but not display in the deal used. I show you my code, workflow and some screen to describe my probl Leer más
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3 Respuestas
Asesor destacado
Marzo 22, 2023 00:20
I'm +1 on @Jnix284 ... Wouldn't know where to begin with custom coded workflows... Sorry
KaKaRoT en Marzo 20, 2023
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
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6 Respuestas
Colaborador líder | Partner nivel Platinum
Marzo 21, 2023 03:28
Hi @KaKaRoT Yes we can create an active list for registration of webinar by using this filter as mentioned below in screen short. Pleas...Leer más
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jmatlow en Marzo 20, 2023
I have Marketing Hub pro. I used to be able to set up annually recurring, automated birthday workflows. When I selected the Birthdate custom property, it would give me an option to select "recur annually". Where did that option go? I can't se Leer más
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6 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 21, 2023 09:00
Hi @jmatlow , If you want to achieve what you described, it doesn't make sense to follow the HubSpot recommendation pop-up here. You would hav...Leer más
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Yeojmdc77 en Marzo 20, 2023
Hi Hubspot Community, This is Joey, and I'm new here in the community. I have a question re Logic Filters when creating Workflow Enrolment Trigger. I noticed that most of the logic functions use is "And" and "Or". So what happens is, everytime I Leer más
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2 Respuestas
Accepted Solution
Asesor destacado
Marzo 20, 2023 16:51
In your case I would probably build the workflow to do one of two things: 1. Build the workflow to look at all form submissions if you are only...Leer más
CCoffman1 en Marzo 20, 2023
Hi We have a custom object that is associated with a Contact called Applications. We would like to enroll any related Contacts in a Contact-based workflow based on the Application Pipeline Stage updates. Does anyone have a trick to do this? Leer más
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2 Respuestas
Participante
Marzo 21, 2023 08:47
In step 2, there is no Application Pipeline Stage property on the Contact. That property only exists on the Application. We can't copy that from the A...Leer más
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inboundshop en Marzo 20, 2023
Is there a way to have a workflow fire an email to an internal contact that contains the name and company name when a meeting is booked on a meeting link? The notification email doesn't contain this information, you have to click into hubspot via th Leer más
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3 Respuestas
Accepted Solution
Administrador de la comunidad
Marzo 21, 2023 02:27
Hi @inboundshop , Thanks for reaching out to the Community! You can accomplish this by adding personalization tokens to an internal ...Leer más
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LDiPalma3 en Marzo 17, 2023
Hi everyone! I have a problem. I would like the workflow to start when a meeting is scheduled either from the meeting tools or from the contact page. If the first one works, for the second one (I used Meeting Start time as property) I can't set Leer más
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2 Respuestas
Accepted Solution
Miembro
Marzo 17, 2023 21:10
Hello! It sounds like you're looking to automate your workflow based on meeting scheduling, and you're having trouble setting a reminder message for...Leer más
DKasabri en Marzo 17, 2023
Need to be able to pull LINE ITEM data into an exisiting workflow for the email notices that go out when a new Deal is created. Currently when those email notices go out, the SKUs and quantity fields are blank. How do we get the line item data to e Leer más
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1 Respuestas
Administrador de la comunidad
Marzo 20, 2023 01:44
Hi @DKasabri , Thank you for reaching out to the Community! It sounds like you are referring to line item personalization for deal workf...Leer más
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JLacey9 en Marzo 17, 2023
Hello, We set up a workflow to capture hard bounced contacts, and enrolled existing contacts upon activating the workflow: Contact Enrollment Criteria : Email Hard bounce Reason is known Action : Set Marketing Contact Status as Non-Market Leer más
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2 Respuestas
Accepted Solution
Asesor destacado
Marzo 17, 2023 09:17
If you turn on the option to allow re-enrollment you can select manual entry only and push them through via list after they are out. Or if you need t...Leer más
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