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 Beitrag ansehen

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. Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

Is it possible to use the page view filter to capture contacts who visit a .pdf page? For example, if the page were www.google.com but when you click on a link, it opens up this link www.google.com/xyz/abc.pdf so I want to track those who have visit Beitrag ansehen

I'm looking for a way to unpublish CTAs based on the number of views (impressions). For example, when a CTA reached 1000, unpublish it. I realize this isn't possible natively within the CTA administration, but I'm curious if there are options to de Beitrag ansehen

Hi everyone, I am Emmanuel Katto from Dubai, working with a workflow where a ticket property is incremented by 1, and then the ticket is either delayed for 12 hours and moved to a specific phase or, if the ticket property reaches a certain value, Beitrag ansehen

In a nurture stream workflow with a weekly enrollement that sends 1-3 dynamic marketing emails, I need to set branch with a path specific to if someone clicked the link in an email sent earlier in the workflow. I can add the "Marketing email activit Beitrag ansehen