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dthomp43 on November 14, 2024
Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here read more
0 upvote
4 Replies
Hall of Famer | Partner
November 14, 2024 16:14
Sure, @dthomp43 you can first clear it, then set it, both times with the edit record action.
Solved
LLampe on November 14, 2024
We want to make clear in hubspot which contacts we are going to send a christmas card this year. Is there a handy way to attach that attribute to these contacts/companies? So next year, we can pull that same information out of hubspot again and add/ read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 14, 2024 07:51
Hi @LLampe , The first step would be creating a custom property for that: https://knowledge.hubspot.com/properties/create-and-edit-properties...read more
Solved
COHagan1 on November 12, 2024
Hello, At the moment, I'm working on a lead enrichment process and would like to conduct a duplicate check when uploading a lead list as a CSV to our HubSpot database. Specifically, I want the duplicate check to be based on the company domain, so o read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 13, 2024 00:13
Hi @COHagan1 , I assume that by leads you are referring to the contact object in HubSpot? If you want to deduplicate contacts upon import by c...read more
Solved
BalintSipos on November 11, 2024
Here is the Lead scoring setup I am planning to do. With the Beta Lead score feature I will create a scoring group per channel. I will have separate score per channel like - organic search, paid-social, referral etc. Many scoriong interaction woul read more
0 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
November 11, 2024 04:14
Hi @BalintSipos , At the moment, this is not possible – unless you create a score specifically for assets / touchpoints of this one campaign. ...read more
Solved
LaurenWittschen on November 08, 2024
Hi! I'm wondering if I can send the same automated email multiple times in the same workflow. I have a workflow sending automated email reminders to complete forms. The workflow is set to send the same reminder email multiple times, but will it read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 08, 2024 14:36
Hi @LaurenWittschen , You can reuse an automated email in a workflow as many times as you like 🙂 You would add a new workflow action ...read more
CHall96 on November 08, 2024
Does anyone have tips on how best report on what happens after a webinar? We want our BD team to follow up with people that attend webinars. It's easy enough to segment that out (we use Zoom) but where it falls apart is reporting on Sales Activity. read more
2 upvotes
2 Replies
Participant
November 09, 2024 07:25
Hi Harsh, That is helpful but I’m looking for how to create a sales activity report to hold people accountable for following up with webinar attendee...read more
Solved
ACrnjak on November 07, 2024
Hello, Recently we've imported a list of marketing contacts for one product (C) into HS, marked its property as a business unit and created an active list with said filter. However, we also use the same HS account for another product (V) with a d read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 07, 2024 09:17
@ACrnjak in those lists, I'm not seeing any filters for the submission of the form, for a subscription type opt-in or a custom subscription checkbo...read more
Solved
SofiaAkhlaghi on November 07, 2024
Hey! I have done a workflow where contacts get a email and sms 15 min delay from enrollement of form. This should be valid mon-fri 08-18 meaning that contacts created outside these time should get sms and email during this time. How can I read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 07, 2024 06:50
Hi @SofiaAkhlaghi , You can specify this in the workflow settings 🙂 Best regards!
Solved
SaravCrespo on November 05, 2024
I have a Multiple checkboxes property with one of the fields being "Finishes X WF" and I want to make a trigger for a workflow where only contacts who have "Finishes X WF" enter the workflow but the only options I see are "is any of", "is equal to read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 10:06
@SaravCrespo in that case, pick "is any of" 🙂
ABaby2 on November 04, 2024
For example, you can customize the conditions to determine when your customer’s balance is insufficient, and then use the workflow to determine and send marketing emails to the customer.
Community Manager
November 08, 2024 12:35
Hi @ABaby2 ! Welcome to the Community-- happy to have you here 😊 There are a handful of ways you can customize workflow enrollment to tri...read more
Solved
DWhittington1 on October 31, 2024
We have some logic where a user is enrolled on form submission. Within the workflow, we are dependent on the latest source and information that HubSpot automatically calculates. The issue we have is that those automated fields typically get defi read more
0 upvote
2 Replies
Accepted solution
Key Advisor
October 31, 2024 08:38
Hi @DWhittington1 Depending on if the other property changes happen simultaneously or not, this wouldn't solve your problem or only solve it...read more
Solved
card_sharp on October 31, 2024
I’m new to HubSpot workflows and am working on a straightforward workflow designed to send up to five emails to newly-added contacts, with delays between each message. I understand that if a contact unsubscribes or marks an email as spam, they w read more
0 upvote
12 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 05:43
Hi @card_sharp , Just to make sure, you have followed these steps to track marketing email replies, correct? https://knowledge.hubspot.com/ma...read more
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