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Solved
hpeterson43 on January 31, 2023
I am trying to lay out a specific workflow within the sales pipeline. I tried to make an automation through a specific stage of the deal pipeline where I am trying to utilize an if/then branch. The issue though is that I am getting a different scree read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 12:08
Hi @hpeterson43 , It looks like your workflow screenshot is from a contact -based workflow, your pipeline automation screenshot from a deal ...read more
LLampe on January 31, 2023
When we have an deal that reaches the stage ''qualified to buy'' it is important that our sales team has spoken with different people in that organisation, for example a financial employee. How would you set up a workflow for that?
0 upvote
1 Reply
Hall of Famer | Partner
January 31, 2023 01:57
Hi @LLampe , You could achieve this by creating a checkbox property on the deal record 'Financial employee contacted' and make it required tha...read more
Solved
Afd-mark on January 31, 2023
Hi, If you go to a workflow --> details --> Enrollment history, there you can filter on a date to see the enrollments. But unfortunately I can't make a list of these contacts. Also when I create a list, I can't find a date filter when read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 01:27
Hi @Afd-mark , You're correct, this is currently not possible. As far as workarounds go, I'd take specific workflow actions as reference point...read more
LLampe on January 31, 2023
We would like to create a workflow for when a deal reaches the stage ''won''. This workflow is meant for our sales team to not forget some administrative tasks about this deal. So for example a week after the deal reaches ''won'' the sales employee read more
0 upvote
4 Replies
Member
January 31, 2023 01:49
I did! 🙂
sboerstler on January 30, 2023
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more
Top Contributor | Partner
January 30, 2023 14:37
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task. You could create a ...read more
AJacob on January 30, 2023
I am trying to create a goal in a workflow based on a call booked. Those entering the workflow have potentially already had a call but the workflow goal is to re-nurture them to a stage where they book another one. My understanding that is using read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
January 30, 2023 10:23
Hey @AJacob , thanks for reaching out! This is a great question. While there isn't a way to configure the goal respective to the date of enrol...read more
EBirdsall on January 30, 2023
Lets say I have a workflow that runs when a Deal is Closed. The workflow grabs the Deal Type, Deal Owner, and a few other fields and then sends them to an external source using a Custom Code block with an HTTP Post request... The first step of thi read more
0 upvote
1 Reply
Hall of Famer | Partner
January 30, 2023 07:05
Hi @EBirdsall , It's Mary - by default, workflow actions always look up the latest value of a contact's property, not the value that triggered...read more
Solved
JRochford on January 26, 2023
Hi all. I'm in property development and I have multiple workflows that use the same sets of emails (in different sequences and for different reasons). Is there a best way to check if contact has received marketing email "X" and if so send marke read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 21:37
Hi @JRochford , The best way to set up a logic for this is by leveraging if/then branches in workflow: In this example, the wo...read more
jcworth on January 26, 2023
Hi All, Hoping someone has a better idea than I do to return a limited number of companies/contacts for lists or views. I'm looking to create top 100/250 customer lists, however at this stage I've simply had to sort by revenue and manually f read more
0 upvote
3 Replies
Hall of Famer | Partner
January 27, 2023 10:39
Hi @jcworth , I think that's a good idea. Narrowing down your efforts to a top x seems a bit arbitrary. I would rather define criteria for com...read more
Solved
nilabiska on January 26, 2023
Hello Dear HubSpot Community, Hope you're doing all right. Is there a filter option for the company size for a list of contacts that we have? We would like to detect the number of employees that a company has on our list, so that we can sen read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 02:56
Hi @nilabiska , To clarify, are you referring to the number of contacts in HubSpot or the overall number of employees of a company? It s...read more
Solved
BTyner on January 25, 2023
Hello, I am trying to create a workflow with a IF/Then branch that will check if the company has contacts associated with it with a set property that we use called "facility role". Basically I am trying to make sure that the company has at read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 25, 2023 11:03
Hi @BTyner , This can be achieved easily 🙂 In an If/then branch, simply select the Contact filter and proceed to specify the facility rol...read more
Solved
GalileoGroup on January 24, 2023
Hello - I changed all my Active Lists to Static, even though the Free version allows for 5 Active Lists. HubSpot is still not allowing me to create an Active List - it says "Problem Saving List." I tried logging out, logging back in, using different read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 24, 2023 21:30
Hi @GalileoGroup , Other users have reported similar things before. It seems like HubSpot is not looking at the number of active lists you cur...read more
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