HubSpot Experts! I have collected about 140 records in the last few days via an Elementor form. The records are in my HubSpot database, but I am having trouble working with them. I want to download the contact form input from all visitors who chec read more
Hi Chris, I can download the CSV, but two things are missing—the TRUE/FALSE to a consent checkbox and the comments that some people left. The form...read more
Click the contact, go to the middle column of there, you can see all the activities related to that contact. Make sure you check the right checkboxes...read more
is it possible to get an automation to send out something like this time a deal is assigned to me on aloware? Hi Kevin, this is Joel. I am one of the directors of the company that has been assigned to you. Looking for read more
We'd like to do some bulk updating to our workflow area, but finding the deletion process very manual particularly with any workflows that have "connections" to other objects in HubSpot such as lists. Is there a way to filter the workflow view based read more
one of the things I find helpful when doing a workflow audit is to add all the columns available to the workflow views that are available. This shou...read more
We are attempting to setup the Zoom integration with HubSpot. Specifically, we want forms in HubSpot to register users for Zoom Webinars. The connection is turned on and linked to the correct Zoom account. We see the sync is also turned on here. O read more
@LCSKMiller I understand what you mean, and you could still go ahead and request it here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/Hub...read more
I currently have a new customer welcome email that triggers of a Deal (sfdc opp) being Won and enrolls the contact associated with the deal, to get the email. Is it possible to also somehow send the email to anyone at that Account, that is ass read more
@KCowell1 yes, as I mentioned in my previous reply:
If you now want to limit this to certain roles, simply add another filter by clicking th...read more
Hi HubSpot Mentors, I need your kind suggestion on a Workflow action. In a Workflow, I have added the "Delay until an event occurs" action which is maybe not set up correctly. The purpose of the action is the enrolled contact will wait for upto 3 read more
@HubSprocket yes, HubSpot support helps with questions around workflow behaviour (enrolment, branches, delays). It's included in paid subscriptions...read more
I’ve created a workflow with multiple emails. Is there a way to view user analytics within the workflow? I’m unable to find any option to check user data for those entering the automated workflow. For example, I’d like to see how many users entered read more
Hi @PMishra16 ,
What HubSpot provides out of the box for workflows can all be found on the workflow details page: https://knowledge.hubspot.c...read more
We will have a regular offline events. I will to create a workflow to event attendees after they attened: 1- one day after event: thank you email for attending 2- 30 days after event: send email to those not submited any cases with a free ca read more
Hi @GChen0
This can be easily done by creating a workflow with branches and some criteria. I have attached the screenshot of what this work...read more
Hi Hubspot community, I run a webinar and media company, where we host 1-2 webinars per week, and am looking to create the best campaign setup to report and track their performance. It doesn't look like Hubspot has the easiest setup for th read more
Has anyone been using the beta test of Journeys? I'm trying to set it up, and while some of it is really cool and intuitive, other parts don't make any sense. Here are the main areas I'm struggling with: Limited Trigger Properties All “ev read more
completely agree - there are some really promising elements, but also a few head-scratchers Definitely following this closely—more documentation or g...read more
We use lead generation forms, in which we also ask for the number of employees. This value is stored in HubSpot as a single-line text property. We use this number in HubSpot for lead qualification, but that requires a numeric property because we use read more
Hi @Afd-mark ,
I would do this with a calculation property and the string_to_number function: https://knowledge.hubspot.com/properties/create...read more