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MDeMesa on Dezembro 09, 2024
I'm trying to build a workflow to notify customers before going live on TikTok. How would I manage that?
0 avaliações positivas
3 Respostas
Membro do Hall da Fama | Parceiro
Dezembro 09, 2024 23:59
Hi @MDeMesa , This doesn't necessarily sound like you need a workflow for that – for a single email send, you could simply schedule a regular ...Leia mais
Solucionado
OnStationHG on Dezembro 05, 2024
When someone gets added into the Hubspot system for the 1st time and the workflow has already been running, this person gets all the emails at the same time that they are added to the system. How can I prevent this from happening?
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 05, 2024 10:48
Hi @OnStationHG , You would have to narrow down the enrollment criteria of your workflow: https://knowledge.hubspot.com/workflows/set-your-wo...Leia mais
Solucionado
porkmonkey on Dezembro 04, 2024
We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 05, 2024 00:17
Hi @porkmonkey , For up to what looks like 25ish branches, I would honestly just swallow the bitter pill. Unless you have employee changes mul...Leia mais
Solucionado
kyleffotf on Dezembro 04, 2024
We have almost half a million contacts in hubspot after over 10 years of using the platform. We have contacts who have unsubscribed from hubspot emails several years ago, forgotten they've done so, and complain to us when they don't receive an e Leia mais
0 avaliações positivas
7 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 04, 2024 14:29
@kyleffotf HubSpot apparently made the decision that withdrawn consent cannot be overridden. If that was possible, it would open up the tool for us...Leia mais
BalintSipos on Dezembro 04, 2024
We use Juro as a contract management tool. We have a card for Juro Contracts on the side of Deals. Is there any way to trigger a workflow on an object like this getting added to a deal? Or do I need to work out some sort of custom field o Leia mais
0 avaliações positivas
2 Respostas
Gerente da Comunidade
Dezembro 04, 2024 11:19
Thank you for helping @franksteiner79 ! Kindly, Pam
Solucionado
BalintSipos on Dezembro 04, 2024
Hey all, So triggering a workflow is relatively easy to do if you have 1 field that needs to have a specific value. However I'd like to trigger a workflow when 2 fields are set to a specific value. However in UI I see no option for that. Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 04, 2024 06:30
Hi @BalintSipos , Do you need the event trigger criteria for this, is it important which value was in the property before? If not, I'd recomme...Leia mais
Solucionado
AHewitt90 on Dezembro 03, 2024
Hi All, I would like to create a summary email that shows all deals that are in a certain stage. This would be something like all deals that have been won per day in one email sent daily. Is there anything like that that i could put in Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 03, 2024 05:22
Hi @AHewitt90 , Yep 🙂 You would create a custom report that shows those deals you'd like to see and could then set up a recurring report em...Leia mais
Solucionado
M_Kelly on Dezembro 02, 2024
Hi - we are wanting to send Marketing emails to customers in specific countries. We have a 'country' property that is populated via what a contact selects via a drop-down on a web form. We have many contacts with this field not populated. I was wan Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 03, 2024 00:11
Hi @M_Kelly , According to the documentation, HubSpot is not making any assumptions here, it's simply checking the country reported by the con...Leia mais
Solucionado
BalintSipos on Dezembro 02, 2024
Hey, I've added an approval process for deals. I would like to send a notification and create a task based on the deal getting through that approval process (so the 2 approver approved the document in the process). Pending Approval -> A Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 02, 2024 06:23
Hi @BalintSipos , I'm not aware of there being any properties that would document specifically the approval status of a deal, unfortunately. T...Leia mais
Solucionado
gilian on Novembro 27, 2024
Firstly, love that there's a Course object built into Hubspot. Super useful. That being said, has anyone managed to create a workflow that automatically associates a Contact with a Course? I see the "Apply Association" action for Deals, Contact Leia mais
0 avaliações positivas
7 Respostas
Solução Aceita
Participante | Parceiro Diamante
Novembro 28, 2024 09:52
No I have been hoping HubSpot will update the associations functionality in workflows so this is simple to do. it does look possible via custom code,...Leia mais
Solucionado
SnkrV_01 on Novembro 27, 2024
I have a workflow which is created on top of a custom object . The workflow is applying some filters on the data in the custom object and output leads are stored inside a static list which is the last action in that workflow . Workflow is working fi Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 27, 2024 04:51
Hi @SnkrV_01 , This can not be configured directly in workflows as workflows look at each record, one by one, not at the bigger picture of whe...Leia mais
DBhavi on Novembro 26, 2024
Hello, Currently in one of the workflows, we are calling hubspotClient.crm.objects.basicApi.getById() to get the the custom obejct details and using that to send email to user depending on few critera. As the above steps calls the same custom Leia mais
1 avaliações positivas
4 Respostas
Participante
Novembro 27, 2024 14:07
This is the current scenario : 1. We have a schduled workflow daily morning, which calls a API from our application. The response from the API is m...Leia mais
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