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
@karstenkoehler , sorry looks like I wasn't clear with my ask. Suppose any contact record does not exist in HubSpot and the user does the webina...read more
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 read more
Hi @jmatlow ,
It looks like you created a blank contact-based workflow, however you need to create contact-based > Contact date property wo...read more
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 read more
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...read more
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? read more
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 read more
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 read more
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...read more
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 read more
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 read more
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...read more
Is there a way to make an active list from my Slack integration? I have the app added as well as the workspace I'm working with, but there aren't any options in the List filter for the Slack app.
I have a workflow to segment my audience in personas. trigger is " job title is known". if job title is know then i have branches for each of the personas: if title is x, persona property is y. when i first turned this on, i put every day at read more
Hi you are correct. the workflow was set up within certan hours. This morning I see that every contact went through the workflow as planned. thank y...read more
Hi All, I need help creating the list of contacts records (basically junk records) which we do not want to be synced with Salesforce as it is skewing the numbers in Salesforce reports. So basically in this list, I want to include all the con read more
You cannot create an exclusion list if you are choosing to sync everyone to Salesforce. For the Salesforce integration you can instead create a Sales...read more
Hello, We are building a workflow that people enter via form submissions. We were planning to schedule several emails for specific dates and times, but the form will remain open beyond the first few dates. If a contact were to submit a form afte read more
+1 for @Whathcock here. If you're building the date-based workflow, that's expected behavior.
If you want them to defnitely get the first em...read more