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  • Most Upvoted
  • HOW TO: Using Zapier to calculate future date properties
    jenniferlim on April 27, 2020
    14 upvotes
    3 Replies
    A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...
    Discussion Workflows
    cbreiholz
    Participant
    December 30, 2020 03:55
    Hi @mbinmasoud , Yes, it is the HS Object ID. It is sometimes easier to work with the technical names in Zapier. If you open the field prope...
  • Associate Contact With Custom Object Through Workflow
    cives on August 02, 2021
    0 upvotes
    2 Replies
    Hi there, I have a custom object titled "on-demand training". These are recorded pieces of e-learning that are available for purchase. I'm looking to create a workflow where: 1. Customer requests/purchases on-demand training 2. They are emailed...
    Discussion Custom Objects Workflows
    karstenkoehler
    Most Valuable Member
    August 02, 2021 20:31
    Hi @cives , There are two ways to approach this. To achieve this after both records have been created already, you would need custom co...
  • Export Workflow with Mail Adress
    O78B on July 29, 2021
    0 upvotes
    2 Replies
    Hello, we have more then 100 Workflows and want to find out wich Inquiry is going what Department. Is there anyway to generate a Export File of all Worklfows with the Mail Adresses ? Thanks for your Help Oliver
    Discussion Workflows
    webdew
    Top Contributor | Diamond Partner
    July 30, 2021 01:07
    Hi @O78B , workflow performance data cannot be exported at this time so no data about the emails who were enrolled in the workflows can be obt...
  • Workflow: Populating G-sheet - not everything come through
    wlee168 on July 29, 2021
    0 upvotes
    1 Replies
    I've made a workflow so when someone fills in a form, they'll get added as a new row on a Google sheet with some basic info, name, job title, company. Only around 50% are being created in the G-sheet despite the other 50% going through the work...
    Discussion Workflows
    karstenkoehler
    Most Valuable Member
    July 29, 2021 04:14
    Hi @wlee168 , Just to confirm, the workflow history doesn't show any errors at all? It's hard to say what the issue here could be without bein...
  • Solved
    Create workflow to add contact's company to deal
    MMDC on July 27, 2021
    0 upvotes
    3 Replies
    We discovered that a lot of deals do not have a contact's company associated with the deal. Given the number of deals, is there a workflow setup that could associate a company to a deal based on the contact already associated with the deal?
    Discussion Deals Enterprise Workflows
    webdew
    Top Contributor | Diamond Partner
    July 27, 2021 21:23
    Hi @MMDC , Unfortunately no. You cannot associate company to a deal on the basis of associated contact as there isn't any such action available...
  • Random Value for contact properties
    PhilZ87 on July 27, 2021
    0 upvotes
    4 Replies
    Hello, I searched everywhere but I couldn't really find anything on this subject. I want to do a pretty simple thing. Each time a contact gets created a certain property should randomly have either value a or value b. How could i do this...
    Discussion Enterprise
    karstenkoehler
    Most Valuable Member
    July 28, 2021 07:16
    Hi @PhilZ87 , I understand your pain, as a user I'm feeling it as well. A/B testing for workflows is actually in beta as of January 2021...
  • Solved
    Will different options that trigger the workflow cause duplicate emails?
    kullschmittgall on July 26, 2021
    0 upvotes
    2 Replies
    We have set up a workflow that sends out info material automatically and nurtures the contact with the goal for the contact to make an appointment in the end. Meaning each branch of the workflow will eventually send out the same final emails. Th...
    Discussion Workaround Workflows
    kullschmittgall
    Participant
    July 30, 2021 03:19
    Makes absolute sense. Thank you very much!
  • Continuous Workflow
    PercheronSMS on July 23, 2021
    0 upvotes
    6 Replies
    I'm currently working on a workflow for deal owners to receive an email notification if their deal has a past due close date of 120 days or more. The goal is to have the workflow send out the email notifications every 30 days if it triggers the cond...
    Discussion Professional
    PercheronSMS
    Participant
    August 02, 2021 06:03
    @karstenkoehler - good deal! Thanks for the help. The workflow is getting turned on this week, so fingers crossed all goes smoothly. Thanks aga...
  • Creating action based workflows
    NParsons on July 22, 2021
    0 upvotes
    1 Replies
    Hello I am currently looking at revamping our consumer-facing nurture workflows so that they are triggered by actions rather than their lead score. For example downloading an e-book, registering for a webinar, or viewing a certain webpage. I'm l...
    Discussion Workflows
    karstenkoehler
    Most Valuable Member
    July 22, 2021 07:21
    Hi @NParsons , The triggers that you mentioned – form submissions or pricing page views – are great starting points. For examples, you'll find...
  • SMS Alert to salesperson when a Contact Us form is filled
    RPramana on July 21, 2021
    0 upvotes
    2 Replies
    Our Contact Us form has the following required fields: First Name, Last Name, Email Address, Phone, City, State and Zip Code. We have about 50 salespersons throughout the USA. So, when a prospect filled up a contact us form, we like to alert ou...
    Discussion Enterprise
    webdew
    Top Contributor | Diamond Partner
    July 22, 2021 00:37
    Hi @RPramana , I can see that you are on an enterprise license so you don't have to go for any third party app. This is possible through co...
  • Solved
    Create a contact list to find all company contacts when one contact has a deal
    MMDC on July 21, 2021
    0 upvotes
    3 Replies
    Is there a way to create a list of contacts associated with another contact who are at the same company and has a particular deal? The use case: We're primarly a B2B, but we offer a B2C training course. If a person purchases the training course,...
    Discussion Deals Lists
    MMDC
    Contributor
    July 27, 2021 10:52
    Thanks, I was hoping to handle multiple companies at the same time. But it looks like it's too many steps removed from what Hubspot can handle at the...
  • Workflow trigger for whena field is updated twice in last 30 days
    CKasnett on July 20, 2021
    0 upvotes
    2 Replies
    I am trying to create a trigger for an instance when a spcific date field is updated twice in the last 30 days. what would be the logic to do this? The "updated in last" criteria doesnt solve for only triggering if the fied was updated twice. Any...
    Discussion Workflows
    CKasnett
    Member
    July 25, 2021 02:36
    Karsten, Thank you! I have implemented your solution and am going to run some tests. Ill keep you posted if it works!
  • Solved
    Suppression list is over riding my workflow goals - How do you do it?
    ELanyon on July 19, 2021
    0 upvotes
    2 Replies
    My suppression list is over riding my workflow goals. I come from other marketing automation tools where the "Workflow" functioinality is called "Campaigns". In other tools the suppression lists keep prospects out of the campaign but it doens...
    Discussion Workflows
    ELanyon
    Participant
    July 21, 2021 09:22
    Thank you @karstenkohler I did not know that. This makes my life easier!
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