Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev Leer más
Thank you, @karstenkoehler that achieves the cross-object join! However, are you aware of either (1) any other way to do this we could test, or (2)...Leer más
Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workfl Leer más
Hi @CSlaughter3 ,
Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve thi...Leer más
What have I done so far: 1. Created new property for a contact: T2024. Field type: Single checkbox (Yes or No) 2. Created Active list to include all contacts with property T2024 Yes. List filter: T2024 is any of Yes. I should have 3 contact Leer más
Hi team, I created a workflow in Hubspot automations. It goes like this: The trigger is completing a form on our homepage, that sits in hubspot. The customer can choose to select from a checkbox menu, digital only, physical only Leer más
Hi @CLangenmaier5 ,
If the form submission does not enroll the contact into the workflow, the first thing to check would be the enrollment cri...Leer más
I am looking to gate some content onto our website. The process flow works that we have a form on a page, once submitted they go to the next page to view the content. I have added/embedded a CTA onto our wordpress site which when clicked will book t Leer más
UPDATE: I have managed to get this to work. My IP was confusing the testing so after a few more rounds in incognito we have got it to work. Thank you...Leer más
We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts. I can't figure out how to create a list of those 400 contacts. I have tr Leer más
@acarbonneau thanks for that context, I missed that.
I think the record source detail filter is correct, but might this explain the behavior?...Leer más
I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?
Hi @AHand ,
Yes, there is an option to round-robin-rotate records, yes: https://knowledge.hubspot.com/records/how-to-set-a-record-owner#rotat...Leer más
I changed criteria for workflow - so now like 100 people shouldn't be in the workflow. Question will they still get the emails since they are "in it" already - or since the criteria changed - when it goes to execute on say email #4 - it won't send b Leer más
@Bashea when you click into the enrollment criteria box, you can change to an "Unenrollment" tab in the left sidebar. If you can specify who exactl...Leer más
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, Leer más
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...Leer más
Hello - We have a multiple forms that leads can fill out to receive a different gated e-books. I want leads who fill out that form to route to a nurture workflow that sends weekly newsletter emails (separated by industry). Unfortunately, you canno Leer más
Hi all, Onbaording at the moment, we had setup a general linear lead score via the settings menu. Then last week I saw there is a Lead Score item under the Marketing menu, when opened it shows no lead scores setup. I checked the previous one and Leer más
Hey HubSpot Community,
I’m looking for a scalable solution to help a client with a high-volume email sending challenge. They send over 250 emails per month to 1.3 million records , and we’ve recently launched a daily newsletter (Monday–Friday Leer más