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  • jenniferlim on April 27, 2020
    14 upvotes
    3 Replies
    A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...
    Participant
    December 30, 2020 03:55
    Hi @mbinmasoud , Yes, it is the HS Object ID. It is sometimes easier to work with the technical names in Zapier. If you open the field prope...
  • nick-la-vic on September 15, 2021
    0 upvotes
    2 Replies
    Every marketing pro out there is struggling to figure out how email needs to adapt to the covid world. One important metric we are trying to understand is the number of unique openers of email we can identify during specific time periods. In oth...
    Member
    September 16, 2021 13:14
    Thanks Karsten - all I am looking for is simply to use the "Marketing Emails Clicked >/= 1", but to confine that to a specific timep period - and ...
  • Radwalhusiny on September 15, 2021
    0 upvotes
    1 Replies
    Hi, I want to send welcome email to new subscribers, how can I choose them while sending?
    Top Contributor | Diamond Partner
    September 15, 2021 05:29
    Hi @Radwalhusiny , You can use your filters for the contacts who has : Visited your website Clicked some CTA on your website/landin...
  • slongley on September 15, 2021
    0 upvotes
    3 Replies
    When looking at the details for a workflow sending emails, if I look under 'Connections' and the emails used, the list includes several of the same email. I can't find any details about this, but would like to know what it's telling me. The ...
    Community Manager
    September 16, 2021 22:44
    Thank you for the screenshot. I researched and the Connections section counts any time that particular asset was mentioned (used) in the workflow....
  • WaydeChristie1 on September 15, 2021
    0 upvotes
    2 Replies
    Hi folks, We'd like a workflow which fires when no deals are created in a 24 hour period. This is mainly for alerting purposes. Can anyone think of a way we could achieve this? Thanks in advance.
    Recognized Expert | Partner
    September 16, 2021 05:54
    Thanks @natsumimori Hey @WaydeChristie1 My first reaction would be no. No, because workflows are "listening" for data or data chang...
  • Solved
    KMartin4 on September 14, 2021
    0 upvotes
    3 Replies
    I'm trying to create a Workflow with a trigger that fires when a new object record is created (in this case 'Project') When creating a 'Project' a 'Company' (the standard company object) is associated with the project. I am trying to create a wor...
    HubSpot Moderator
    September 16, 2021 19:39
    Thanks for the update, @KMartin4 ! I am glad the support team was able to confirm that copying a company property to a Custom Object from a Worklf...
  • KyleSelf16 on September 09, 2021
    0 upvotes
    2 Replies
    if I want to enroll contacts into 2 subsequent sequences from a workflow is the action the initial enrollment (ie. do I need to build the delay into the workflow itself so the second enrollment doesn't fail?), or is the action the entire sequence? ...
    Participant
    September 09, 2021 16:23
    @PamCotton Thanks, so I'm aware of that. the workflow I have set up has the contact being added to two sequences one after another. I'm curious as ...
  • MattFreestone on September 09, 2021
    0 upvotes
    3 Replies
    Hi! We have a date field in our company records that is 'Product Funding Ends' - this shows when the funding ends for the company. Most companies pay yearly, so this date field needs changing 1x per year by our accounts/admin team, easy. T...
    Participant | Diamond Partner
    September 10, 2021 12:56
    @PamCotton Thanks for tagging me. Hi @MattFreestone , what I'm thinking here is that you could use a workflow based on no updates to the property ...
  • 00697 on September 03, 2021
    0 upvotes
    2 Replies
    Hi Everyone! I'm trying to set up a clean lead recycling process. For this, I'm moving all unqualified or unresponsive leads to "Other" with a lead status of "Other" or "Unqualified". I want them to only become MQLs again when they get t...
    Member | Platinum Partner
    September 06, 2021 06:15
    Hi @00697 , There is a filter called "Has ever been" that will capture the historical data   Best, Monali
  • BWelker on September 03, 2021
    0 upvotes
    2 Replies
    Objective: set lead scoring based on contact activity within past XX days. Example: Contact lead score increases by 10 for each marketing email opened. But, some contacts haven't opened an email in 6+ months. Don't want them to have the same sco...
    Key Advisor
    September 06, 2021 05:16
    Hi @BWelker Maybe as a workaround, you can set up an active list with the following filters: Marketing emails opened #number of time...
  • donrua on September 02, 2021
    0 upvotes
    3 Replies
    I'd like to shoot a quick email to a known contact (or perhaps Lead) when they revisit the website. Something like: "Hey (name), I saw you visited the site recently. If you have any questions I can answer let's chat. Here's my calendar to pick a ti...
    Member
    September 08, 2021 15:35
    As hubspot tracks visitors to your sites, I think this should be fairly easy. https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-cod...
  • Edyta7510 on August 30, 2021
    0 upvotes
    1 Replies
    Hi, For our contact us form, associated companies are created automatically for new contacts (I find this very helpful in most cases). Contacts that meet certain criteria (basically spam), are being added to a static list and we delete them man...
    Member | Platinum Partner
    August 31, 2021 04:25
    Hi @Edyta7510 , For managing associated companies, we may have to setup company workflow using enrollment criteria on contact object and base...
  • JHagedooren on August 27, 2021
    1 upvotes
    4 Replies
    I'm trying to setup an onboarding email flow in combination with a workflow but I can't seem to find the option to devide teh workflow into 2 branches based on the buttons clicked in the email. I assume this possibility should exist? For example...
    Participant
    August 27, 2021 06:22
    Thanks, I'll dive into that
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