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解決済み
OnStationHG 12月 05日, 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 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 05日, 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...続きを読む
解決済み
porkmonkey 12月 04日, 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 続きを読む
0 いいね!
2 コメント
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殿堂入り | Solutions Partner
12月 05日, 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...続きを読む
解決済み
kyleffotf 12月 04日, 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 続きを読む
0 いいね!
7 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 04日, 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@kyleffotf HubSpot apparently made the decision that withdrawn consent cannot be overridden.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...続きを読む
BalintSipos 12月 04日, 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 続きを読む
0 いいね!
2 コメント
コミュニティーマネージャー
12月 04日, 2024 11:19
Thank you for helping @franksteiner79 ! Kindly, Pam
解決済み
BalintSipos 12月 04日, 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. 続きを読む
0 いいね!
4 コメント
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殿堂入り | Solutions Partner
12月 04日, 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...続きを読む
解決済み
AHewitt90 12月 03日, 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 続きを読む
0 いいね!
1 コメント
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殿堂入り | Solutions Partner
12月 03日, 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...続きを読む
解決済み
M_Kelly 12月 02日, 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 続きを読む
0 いいね!
2 コメント
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殿堂入り | Solutions Partner
12月 03日, 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...続きを読む
解決済み
BalintSipos 12月 02日, 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 続きを読む
0 いいね!
3 コメント
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殿堂入り | Solutions Partner
12月 02日, 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...続きを読む
解決済み
gilian 11月 27日, 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 続きを読む
0 いいね!
7 コメント
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参加者 | Diamond Partner
11月 28日, 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,...続きを読む
解決済み
SnkrV_01 11月 27日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 27日, 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...続きを読む
DBhavi 11月 26日, 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 続きを読む
1 いいね!
4 コメント
参加者
11月 27日, 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...続きを読む
解決済み
jdv123 11月 21日, 2024
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 続きを読む
0 いいね!
1 コメント
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トップ投稿者
11月 22日, 2024 04:50
Hey @jdv123 in the traditional sense of how HubSpot’s page view filter works (by tracking views of web pages with HubSpot tracking code installed) ...続きを読む
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