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Solved
IuliaArtean on February 29, 2024
Hello, I want to know if a contact arrives in my branch and fits only one of the branch's filters, it will move on to the next branch as it's not a fit for all the filters , right? I am concerned that for example if a contact fits to Deal stag read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 29, 2024 10:08
Hi @IuliaArtean , A record must meet all criteria of a branch filter group to go down that branch. (There could be more than 1 group combined ...read more
LMcCarthy6 on February 29, 2024
Hi, I'm looking to improve our onboarding experience for customers who sign up for our self-serve experience. Currently, once they sign up, they're just dumped into the main experience with no pointers or education on how to best use our platfo read more
0 upvote
1 Reply
Hall of Famer | Partner
February 29, 2024 06:59
Hi @LMcCarthy6 , Generally, your legal team would have to make this decision and sign this off - they would be the ones to handle any incoming...read more
Solved
Kirbs on February 28, 2024
We have a number of 'lead gen' forms and forms get added regularly. I'd like to a workflow that sends all these submissions to a Google sheet, minus any from a few forms such as Contact Us. The problem I am having is being able to EXCLUDE forms fr read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 28, 2024 09:59
Hi @Kirbs , You add the enrollment criterion "AND Recent conversion doesn't contain any of X" and thus exclude contact form submissions 🙂 ...read more
03874 on February 27, 2024
Hey-- if then branches in workflows are Wayyyy to slow. If you're going to offer that ability they should execute faster. now seems like best practice is just to create a new trigger & filter for every specific branch which honestly is read more
0 upvote
2 Replies
Participant
February 28, 2024 10:25
Hey! Happy to show you see the delays we experience in real time. It gets significantly longer When you have multiple branches & go-to actions, p...read more
Solved
Kirbs on February 27, 2024
I have a workflow that sends Contact property data to Google Sheets when ANY form is submitted. It uses the Hubspot Google Sheets app which can only send a Contact property ( https://app-eu1.hubspot.com/ecosystem/25901100/marketplace/apps/marketing/ read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 13:40
Hi @Kirbs , HubSpot has a default contact property for this, "Recent conversion" 🙂 " the last form the contact submitted. This is format...read more
Solved
RCzuczman on February 27, 2024
Hello there, I'm currently trying to create a workflow, where I assign contacts with a custom property/enrol them in a workflow based on a lead score, which I've set up and added elements to. However, when I try to add an if/then branch base read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 11:50
Hi @RCzuczman , Have you selected this type of branch? If so, filtering for the score should not be an issue. Best regar...read more
Solved
HSmith21 on February 26, 2024
Hi there - I want to present a view or list of contacts who have engaged with us to a sufficient extent that sales should follow up with them. I have no issue in pulling together these people (lead scoring, lifecycle stage - etc.) but I am strugglin read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 27, 2024 08:25
Hey there @HSmith21 and welcome to the Community. I'm wondering if you could make a Custom Report, create a pivot table, and show this data....read more
Solved
asiaferguson on February 25, 2024
Hi all - Is it possible to create a workflow based on a specific payment link? I basically want a simple workflow that sends an email to a customer who has purchased from a payment link and then cc: 2 internal people on the email so they know it's read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
February 25, 2024 17:46
Hi @asiaferguson happy to help with getting a payment link workflow configured. When you create a workflow, you'll choose Contact Based: ...read more
SFanning42 on February 23, 2024
Hello, I am trying to consolidate several different workflows into one master workflow. I want to allow members in an old workflow to finish it out while diverting any new members into the new workflow. I have blocked future enrollments whi read more
0 upvote
1 Reply
Hall of Famer | Partner
February 24, 2024 01:44
Hi @SFanning42 , Can you please share a screenshot of the enrollment criteria of your old and new workflows? If you're saying that conta...read more
ASalerno5 on February 23, 2024
Hi there! We set up a workflow when someone applies to be a part of our community. Once a contact has been "Accepted" it is supposed to trigger an email to me to manually add them to the community. For some reason the emails aren't coming throu read more
0 upvote
3 Replies
Hall of Famer | Partner
February 24, 2024 01:40
@ASalerno5 are you expecting the task from step 5 to be completed before the check on the SAL decision happens? If so, there is currently no delay ...read more
Solved
IuliaArtean on February 23, 2024
Hello, I would like to create a nurturing workflow for leads who received our offer 1 month ago and are not ready to buy yet. Was thinking to do this based on deal stage "Offer sent" and name of the deal, but when I've been trying to test this read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 23, 2024 05:46
Hi @IuliaArtean , Unless all deals have the exact name "MAGIDO HP", that would be the reason why your records are not meeting the enrollment...read more
ABSims on February 22, 2024
I'm trying to create an automated workflow that will send specific emails when a company has reached a specific milestone. This data will be pulled in from an API. Essentially, "send this email when the company reaches X milestone, send the next e read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
February 22, 2024 19:37
Hi @ABSims Happy to help answer your question about workflow triggers. There are a few ways you can structure the workflow depending on your ...read more
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