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ParkerO on October 15, 2024
Hey everyone, is it possible to have a workflow trigger a form submission? When someone joins a list I'm wanting it to submit their name and email on a specific form. I currently am doing this thru zapier but would love to be able to keep thi read more
0 upvote
1 Reply
Hall of Famer | Partner
October 15, 2024 12:07
Hi @ParkerO , No, not out of the box. If you're willing to develop a custom code action within a workflow, based on the Forms API, then yes. T...read more
RBannister on October 15, 2024
I'm having a lot of trouble creating a simple list. It should be simple, anyway. I'm trying to create an active list that I use for all email marketing. I've been using a list I call, "Has email address and has not opted out." But when I send an ema read more
0 upvote
1 Reply
Hall of Famer | Partner
October 15, 2024 09:27
Hi @RBannister , Happy to help here. You're talking about a few different aspects. If you want to build a list of contacts that have an ...read more
Solved
MManson on October 11, 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 read more
0 upvote
10 Replies
Accepted solution
Hall of Famer | Partner
October 12, 2024 01:29
@MManson branch criteria look good 🙂 Before unleashing this on your contact database, I recommend you limit enrollment to the email addres...read more
Solved
Crystal_Hopper on October 11, 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 read more
Accepted solution
Key Advisor
October 11, 2024 16:05
Is the service system and Hubspot integrated? If so, is there a possibility to fake the email in Hubspot? So for this if a user submits via the chat,...read more
Solved
VC_Arcadea on October 11, 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 read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 11, 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...read more
Solved
GaryMaggiolino on October 10, 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 read more
0 upvote
2 Replies
Accepted solution
Participant
October 10, 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...read more
Solved
JSvendsen on October 10, 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 read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 10, 2024 05:03
@JSvendsen workflows would always do that on a by-contact-basis, would you really want to create a task for each contact that interacts with a mark...read more
Solved
Caroline_Pretty on October 09, 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 read more
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 09, 2024 23:53
Hi @Caroline_Pretty , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hu...read more
Solved
katherineladue on October 08, 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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 08, 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...read more
Solved
CRusso on October 08, 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 read more
Accepted solution
Hall of Famer | Partner
October 09, 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...read more
Solved
Vasiki on October 08, 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 read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
October 08, 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 on October 08, 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 read more
0 upvote
2 Replies
Participant
October 09, 2024 11:30
Thanks! We'll give this feature a try when the beta is available to us in our account on October 21st.
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