Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
LEnzler on December 08, 2023
Hi - I am looking to automate the assignment of a property to Contacts that were created AFTER their associated Company was created. Haven't been able to figure out how to do this in a HubSpot Workflow so that it will automate for new contacts read more
0 upvote
1 Reply
Hall of Famer | Partner
December 08, 2023 13:45
Hi @LEnzler , This is going to require a two step process: Create a workflow that copies the company create date into the contact record ...read more
alexagatiss on December 07, 2023
What are my options for creating a workflow for our company's HubSpot users (internal)? Ideally, I want to create a form that asks users to input a date for an event. The date will be linked to their name and they will be enrolled in an automated wo read more
0 upvote
1 Reply
Hall of Famer | Partner
December 08, 2023 00:18
Hi @alexagatiss , You would treat this exactly as you would treat a workflow for external contacts, only that you'd limit the enrollment of yo...read more
Solved
tkruzan on December 06, 2023
In workflows, is there a way to branch based on a User's Team membership? I'm working on automation to set a property value based on the Contact Owner's team — but I'm unable to segment by Team membership. Instead, I have to list the individual Cont read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 07, 2023 00:23
Hi @tkruzan , Yes, there is. 'HubSpot team' can be found under contact properties: Best regards!
MHarp on December 06, 2023
Any date fields I try to send via a webhook in a Hubspot workflow is coming across as a number that is not the date. For example, today, Hubspot sent a date that is listed as 1/24/24 as " 1706054400000." Similarly, it sent "1701302400000" for read more
Hall of Famer | Partner
December 06, 2023 15:03
Hi @MHarp , That looks like an Epoch Unix Timestamp. Unix time, also known as POSIX time or epoch time, is a system for tracking time in compu...read more
HazelJohnson on December 06, 2023
Im trying to automatically set emails landing in the conversation inbox to associate with both the contact and the last associated ticket to that contact (or all tickets associated with that contact) Tickets are not read more
0 upvote
1 Reply
Community Manager
December 06, 2023 15:34
Hello @HazelJohnson how are you? Thank you for posting in our Community. What is the type of workflow you currently have set up? A contact or...read more
Solved
ABaas5 on December 06, 2023
Hi all, I have created a workflow to push data to a connected Google Sheets file. But how can I push company data as well as deal data into 1 sheet? It doesn't seem to work as workflows are either started from the company or deal? Who can help me o read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Gold Partner
December 06, 2023 16:40
@ABaas5 Great question. You could solve this in one of two ways. The first way would be to copy the company fields you won't over to ...read more
GBettinson98 on December 05, 2023
Hi there, I am trying to find a way to stamp a meeting start and end time into a custom property for any meeting- not just the ones booking through the meeting tool system. We have AEs and SDRs creating meetings directly through their calendar/ logg read more
0 upvote
2 Replies
Participant
December 05, 2023 16:50
Hi Pam, I am looking for a solution on how to stamp a custom property with a meeting start date/ time regardless of how the meeting is booked.
Solved
EQuintero2 on December 03, 2023
Hello, I would like to set up a notification workflow every time contacts using specific domains fill out the forms on my website. Is it possible? For example, I want to set up a notification if someone using an email address with the follow read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 04, 2023 00:14
Hi @EQuintero2 , This can be done with a contact-based workflow that enrolls contacts based on the property Email domain. Into the email domai...read more
Solved
filipg on December 02, 2023
I have a simple workflow adding new deals to a Google Sheet tab in raw format. Then that tab is referenced in a second tab with formatting applied. The problem is that the references do not get updated when a new row is added by HubSpot in the first read more
0 upvote
2 Replies
Accepted Solution
Contributor
December 04, 2023 08:20
Thanks! This works like a charm. I'm just adding steps here for those who might wonder how I did it: 1. In the second tab, delete all the existing ...read more
Solved
StevenWrites on December 02, 2023
Hey there, i'm an email copywriter and i was trying to find a solution to this problem. I'm currently taking on a client to write and run their email strategy. I'm wondering what software i can use to succussfully run email campaigns for multiple DT read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
December 04, 2023 08:46
@StevenWrites as @BérangèreL mentioned, you're going to need a higher level of HubSpot for this. The more complex the scenario, the more complex ...read more
Solved
HDang9 on November 30, 2023
Hi there, Even though I've turned on the re-enrollment trigger in my workflow and it ran several times successfully, it now doesn't work. I don't know why, can you check it for me?
0 upvote
7 Replies
Accepted Solution
Hall of Famer | Partner
December 05, 2023 00:17
Hi @HDang9 , During disabling / enabling the workflow, you can choose whether you would like to enroll records that already meet the trigger c...read more
Solved
BHassett on November 30, 2023
I'd like to create a list that filters contacts that are not members of ANY list, without having to choose every list we have individually. Is there any way to accomplish this?
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 30, 2023 16:50
Hi @BHassett , If you want to find contacts that were not sent emails, simply filter for "Last marketing email send date is unknown" (marketin...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.