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SZinken on November 28, 2023
Is there a way to create a workflow to trigger a calendar invitation? We are using a Hubspot form for event registration and want someone who fills out the form to have the event added to their calendar. I'm thinking a workflow is the best option, read more
0 upvote
3 Replies
Accepted Solution
November 28, 2023 11:03
Thanks Karstan!
NT_ on November 28, 2023
Hey everybody, I could use some help or advise to my upcomming problem with our slack workflow. Right now we have a single workflow that manage our slack channel and noticefy us, whenever a person sign ups though one of these: - Newsletter - Free read more
0 upvote
1 Reply
November 28, 2023 04:57
Hello @NT_ , There are no good practice on the subject, you should go with what you feel the most comfortable with. A big workflow implies a lot more
DKlopper on November 28, 2023
Our company uses Hubspot as our CRM, and the marketing emails and CS ticket system works quite well for us. One thing that we are struggling with is sequences and workflows. We send out automated updates via email to all our clients on a w read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2023 04:07
Hi @DKlopper , You can set up additional subscription types, if needed: more
rsalkin on November 26, 2023
We want to create segmented lists in HubSpot based on interest topics using WordPress tags. using the custom event solution is not helpful because it means one needs to create a custom event per page. my goal is to be able to sync the meta data read more
1 upvote
1 Reply
Guide | Partner
November 27, 2023 03:49
Hey @rsalkin The real task here is can sync WordPress tags into HubSpot to do that I am not able to find the way directly so the way around more
DParker9 on November 22, 2023
I'm trying to create a list we can use to email a certain type of contact at each of our customers. We have Companies with Lifecycle Stage = Customer and we have Contacts associated to those Companies with Association Label = "xyz" I want read more
Accepted Solution
Hall of Famer | Partner
November 22, 2023 11:45
Hi @DParker9 , Once you add the first filter, simply click on 'Any company' to pick one of your association labels. Best regards!
SHassamal on November 22, 2023
Hello, I am trying to create a field that would identity whether a score property has changed within a certain number of days and by how much the score has changed. Can you please let me know if that is possible or if you have a way to do it? read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 22, 2023 00:30
Hi @SHassamal , If the number of days is always the same, then yes, this can by done. The following steps should work: Create a number more
matt_scott on November 21, 2023
In workflows you can now access object data via associations when for example you choose "copy property value" then you can choose " Edit available data" . This allows me to access the data of an associated object. However If I want to send a mark read more
1 upvote
2 Replies
Top Contributor | Platinum Partner
November 21, 2023 11:23
It has to be a contact based workflow It's triggered when the contact is associated to a cutom object (training event) If it was triggered the more
Julianamorenoh4 on November 21, 2023
Hi guys, Currently, I have multiple lead magnets for my customers. My question is the following: Would you recommend getting one list per lead magnet, or is there any way I can have one unique list for people who download the lead magnets and ca read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 21, 2023 04:38
Thank you @Julianamorenoh4 . How exactly are you planning on doing that? Should contacts from each form receive a series of emails, for example? If more
JNyfox on November 20, 2023
Is there a way to make the contact in a workflow not move forward unless the call outcome of a logged call 02 has been completed? I know you can do initial call, and the most recent updated. However, technically the workflow could make the enrol read more
0 upvote
1 Reply
Accepted Solution
Community Manager
November 20, 2023 15:41
Hi @JNyfox , thanks for reaching out! I'd be happy to help clarify the steps required to achieve your goal. First, let's confirm a couple more
ACox4 on November 19, 2023
Hi, We're creating an "Inactive Users" list to clean our database. However, our marketing contact database has both B2C and B2B segments. Is there an easy way to exclude the B2B segments from the Inctive List so we only filter in active B2C read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 20, 2023 00:04
Hi @ACox4 , Yes, right here 🙂 Best regards!
Probley on November 18, 2023
Background: I'm new to HubSpot and trying to get a better understanding of what I can do with the data structure in HubSpot. We have Service Professional with all other modules at the Starter level. Problem: There are multiple areas where read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Elite Partner
November 21, 2023 08:17
Hey @Probley hope you are doing well. Have you seen last week AMA about reporting with Kit Lytman? I'd leave you the link here You can more
AMaytor on November 18, 2023
Hi everyone, I'm fairly new to Hubspot. I'm sending an email with a form attached to it to my customers. I want to put those who filled out the form in a new list, and send reminders to those who ignored the email or didn't fill/submit the list. Sh read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 18, 2023 09:20
Hi @AMaytor , Has your test contact already submitted the form? If so, they will always go down the left branch. By clicking Details more
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