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Solucionado
EJones81 on Abril 25, 2025
Hi - we have a workflow set up with a couple email touchpoints. The send days are only allowed as Tuesday-Thursday. Currently, our delay between each email send is set at 7 days, but we would like to shorten this so a prospect would get 2 emails a w Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 25, 2025 11:19
@EJones81 the second one is correct. If you have each email spaced out by delays, no two emails will ever be sent at the same time. Delays only sta...Leia mais
Solucionado
ParkerO on Abril 24, 2025
Hey guys, is there a way to restrict certain workflows from being edited? We'd love to lock a few crucial ones from being updated, but still have the team be able to create / edit other ones. Thanks! Parker
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 25, 2025 00:05
Hi @ParkerO , Yes, this is possible, see here: https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets#how-to-limi...Leia mais
Solucionado
JFox-Haines on Abril 23, 2025
Is there a way to assign specific leads to a specific Salesforce lead page layout? We have a form that has a lot of information on it, so to keep our general lead page clean in salesforce, we created another page layout just for these leads. I am t Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Conselheiro(a) de destaque
Abril 24, 2025 08:32
Layouts are tied to permissions and owners. There's easily many ways to do this in Salesforce including syncing record types ( https://knowledge.hub...Leia mais
Solucionado
Jens_DE on Abril 23, 2025
Hi all, we’re trying to increment a counter every time a specific contact property is set — even if the value stays the same. The property is called “Lead Source Reason” and is populated through a small number of HubSpot forms and a Zapie Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 23, 2025 12:07
Hi @Jens_DE , If the value stays the same, HubSpot won't recognize the change. This can however be bypassed with a an additional field: Cr...Leia mais
HNorsworthy on Abril 23, 2025
Is it possible to use a payment link being submitted as a workflow trigger??? I am not able to get my workflows to trigger properly with the payment links. I want to be able to send some automated emails amongst other things once a payment link is s Leia mais
0 avaliações positivas
2 Respostas
Participante
Abril 23, 2025 21:47
Yes but for some reason when I set that up, the payment link being submitted does not trigger the workflow.. does that exact setup work for you..? Wh...Leia mais
Solucionado
PNeill7 on Abril 22, 2025
Hi I'm trying to bulk upload c.100 new contacts into my CRM. I've mapped the fields from the CSV to what I want them in Hubspot CRM. Despite completing this and removing all the empty columns from requiring mapping, the "next" button remains g Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 22, 2025 08:35
Hi @PNeill7 , In the previous step, when selecting the data sources you're importing, apparently you also chose deals and notes: ...Leia mais
Solucionado
CCastilla9 on Abril 21, 2025
Hi all, When importing contacts into Hubspot I am receiving the following error, missing the Marketing Information susbcription. Apparently subscription information is being included when donde the import. Could a property be created to differe Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 21, 2025 07:26
Hi @CCastilla9 , Subscription opt-ins or status are not set during the import. There is no such setting. After importing, you would have t...Leia mais
Solucionado
MColomboITF on Abril 17, 2025
Hi everyone, Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner a Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Platinum
Abril 17, 2025 05:23
Hi @MColomboITF - I would create a "Trigger Property" on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. On...Leia mais
ktfritchen on Abril 15, 2025
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of Leia mais
5 avaliações positivas
2 Respostas
Participante de valor | Parceiro Diamante
Abril 24, 2025 11:24
This is a great experience-share, @ktfritchen . When I initially started playing around with it, I didn't give much thought to pro vs. ent tiers as ...Leia mais
Solucionado
VBlevins on Abril 14, 2025
Hello! I am attempting to create a list of customers divided by country. For example, some of our customers, only have their country's area code for their phone number, country's email domain, or maybe they only have a city, state, or province of th Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 14, 2025 14:25
Hi @VBlevins , This depends on which fields in your CRM you trust the most. For example, a Germany list could filter for: Country/Region i...Leia mais
Solucionado
VRequesens1 on Abril 11, 2025
Hi! I have 16 course registration forms, each should receive a thank you for your enrollment email. I want to save time by making the same email using smart rules to adjust the title of the course on the subject, and the body of the email. Ques Leia mais
1 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 11, 2025 13:03
Hi @VRequesens1 , I am convinced that it doesn't matter and mostly comes down to personal preference. You'll spend the same time creating 16 l...Leia mais
marketinglcm on Abril 11, 2025
I would like to improve the analysis of my Google Ads campaign performance for the month of March by filtering specific transactions in the "Transactions" tab. My goal is to isolate the active deals that were created as a result of an interaction wi Leia mais
0 avaliações positivas
3 Respostas
Gerente da Comunidade
Abril 17, 2025 16:26
Thanks for that additional context, @marketinglcm ! Have you tried creating a Deals list and using Contact based properties to filter that? Then y...Leia mais
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