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MManson 10月 11日, 2024
Hi, Looking to create a workflow where we will send an opt-in email and then if someone does not click to manage preferences, unsubscribe them as a marketing contact (to keep our contacts under control). I found an older thread that talked abou 続きを読む
0 いいね!
9 コメント
殿堂入り | Solutions Partner
10月 12日, 2024 01:29
@MManson branch criteria look good 🙂 Before unleashing this on your contact database, I recommend you limit enrollment to the email addres...続きを読む
Crystal_Hopper 10月 11日, 2024
I'm fairly certain the answer to this is NO. 🙂 But I'm asking in case someone can provide a workaround. I want to build a Support ChatBot that helps our users send an email to our Support Ticket system. I know I can do all of that; there's 続きを読む
キーアドバイザー
10月 11日, 2024 16:15
No, unfortunately they are not integrated. However... Since I would be getting the confirmation response, and the response would include the us...続きを読む
解決済み
VC_Arcadea 10月 11日, 2024
Hi HubSpot Community, Is it possible to set up calculations or workflows in HubSpot that are based on user permissions or roles? For example, can I trigger specific actions or calculations that vary depending on a user's access level, using custo 続きを読む
0 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 11日, 2024 06:55
Hi @VC_Arcadea , No, this is not possible as property values generally do not depend on the access level / permissions of users – and if anoth...続きを読む
解決済み
GaryMaggiolino 10月 10日, 2024
I am rolling out a global instance of HubSpot with 10 different marketing regions who will be working in HubSpot. I have a set of operational workflow folders that I would like to hide and only be visible to our operations team. I know you set p 続きを読む
0 いいね!
2 コメント
ベストアンサー
参加者
10月 10日, 2024 11:27
Thank you @karstenkoehler , I came the same conclusion. I did set up permissions and built out access limitations, but unfortunately that doesn't in...続きを読む
JSvendsen 10月 10日, 2024
I am trying to set up a generic workflow. creating a task or sending our marketing team a reminder to check the results after sending out an marketing email I am beeing told I should finde the following trigger but it is not avalible for me f 続きを読む
0 いいね!
4 コメント
メンバー
10月 10日, 2024 05:11
@karstenkoehler I don´t whant it to send emails when contacts interact with the email sent. It is more of an internal reminder I would like to se...続きを読む
解決済み
Caroline_Pretty 10月 09日, 2024
I searched for this in the community and I didn't see a comment to upvote so I thought I'd add one. There currently isn't the ability to add Goals in the settings for deal-based workflows, only contact-based workflows. However we have a 続きを読む
1 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 09日, 2024 23:53
Hi @Caroline_Pretty , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hu...続きを読む
解決済み
katherineladue 10月 08日, 2024
We are trying out the brand new beta program for lead scoring. It's impressive but it seems like there's no way to use any sort of contact property in a behavior score? Is there an intended way that you are supposed to do that? We have one sco 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 08日, 2024 15:53
Hi @katherineladue , This is indeed a limitation, you're not missing anything. Here are two things you can do: Provide this feedback about...続きを読む
解決済み
CRusso 10月 08日, 2024
Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac 続きを読む
0 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 09日, 2024 00:28
Hi @CRusso , The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...続きを読む
解決済み
Vasiki 10月 08日, 2024
Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales 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
10月 08日, 2024 16:17
Hi @Vasiki on the pricing page , you can look for this symbol of a person to find the features that require a seat:
abruns87 10月 08日, 2024
I have been attempting to create a combination of a list and/or workflow that sends a retargeting email to any marketing contact that has visited a specific product page 2 or more times in the last 30 days. It appears that you cannot create a single 続きを読む
0 いいね!
2 コメント
参加者
10月 09日, 2024 11:30
Thanks! We'll give this feature a try when the beta is available to us in our account on October 21st.
解決済み
BHouser 10月 07日, 2024
I'm having trouble with successfully triggering a workflow. We want to send an initial email to a list of contacts, which will then be used as a trigger to insert them into a workflow. Then send a series of 3 other follow-up emails if they do not c 続きを読む
0 いいね!
6 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 08日, 2024 11:09
@BHouser Correct - once you save this, HubSpot should ask you whether you want to enroll existing contacts. Check if the number is 1 and confirm. T...続きを読む
解決済み
LiamF 10月 07日, 2024
I'm trying to create a list of Companies based on Deals won. I can only do this via total deals which doesn't provide the information I need. Is there a way to do this that I'm missing?
1 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 07日, 2024 09:57
@LiamF you would have to create a custom roll-up property for that: https://knowledge.hubspot.com/properties/create-calculation-properties ...続きを読む
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