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Solved
EVatsev on September 06, 2024
Hi, We recently integrated OneSignal with HubSpot, but I can only use it in the contact based workflow. We want to send notifications to users depending on the stage they are in. And to move them through the pipeline, it needs to be a deal bas read more
Accepted solution
Recognized Expert
September 06, 2024 08:57
Hi @EVatsev Just out of interest - what are you sending these contacts when deal stages change? Also what is a flow for deals? In th...read more
Solved
PDelfinHipoli on July 08, 2024
I am having an issue with my workflow not activating when a form is submitted. Despite the form being filled out, the actions in my workflow are not being executed at any point. Could you please help me understand why my workflow is not triggering read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
July 08, 2024 18:57
@PDelfinHipoli there is a built-in tool that will allow you to "test contact" to see why it's failing the enrollment. In this case, you're workflow...read more
Solved
PDelfinHipoli on July 05, 2024
I am working on a workflow and need to allow re-enrollment for contacts who meet the enrollment criteria again after being unenrolled. Currently, I am facing an issue where a contact who meets both the enrollment and unenrollment criteria is not get read more
0 upvote
6 Replies
Accepted solution
Member
July 08, 2024 12:23
Don't worry, I already saw how to achieve it, thank you very much
Solved
jgutfriend on March 18, 2024
I am wondering if there is a way to create a branch at the end of a workflow that segments out anyone who clicks 3 or more CTA's within the workflow. These people would then be categorized as warm leads so I can send an internal email to our sales t read more
0 upvote
3 Replies
Accepted solution
Hall of Famer
March 19, 2024 21:14
@jgutfriend you'd likely need a separate workflow to track the clicks, otherwise you'd need to include a delay before the branch so that changes fr...read more
Solved
boostmyemail on February 02, 2024
Has anyone used AI to summarize and categorize the responses in a free-text field? I'm launching this with a client and while I can manually create if/then statements in a workflow, I think I might get more accurate categorization using AI to lo read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 03, 2024 01:15
Hi @boostmyemail , AIssistify is an integration that should meet your requirements: https://ecosystem.hubspot.com/marketplace/apps/productivi...read more
Solved
JDid on January 04, 2024
We're having issues with Active workflows not being available in Salesforce. The workflow is set to allow enrollment from Salesforce, but when you search for it, it does not appear in the list. I've tried pasting the exact workflow name in, and noth read more
0 upvote
4 Replies
Accepted solution
Member
January 08, 2024 16:21
Hey @LaurenRyan definitely! Here's what we're seeing Here's the ititial workflow rule we're trying to access via Salesforce When we se...read more
Solved
zacbadgley on December 12, 2023
I am running lead generation campaigns via LinkedIn. I am running them directly in LinkedIn and have the integration setup so leads are automatically pushed into HubSpot. What is need, is a notification delivered to the co-founders and sales le read more
Accepted solution
Top Contributor
December 12, 2023 20:14
Hi @zacbadgley If you already have your workflow set up, all you need to do is add an action step to it under communications called “Send int...read more
Solved
THeile on November 08, 2023
Does anyone have a best practice for how to know when a record has synced to salesforce? My problem is we use salesforce campaigns for attribution but if the record hasn't synced initially the workflow throws an error saying "I can't add to the sal read more
Accepted solution
Participant
November 09, 2023 17:18
Hi Casey, Thanks for sharing your solution! I have one caveat to add which applies for situations where a Contact already has a value in the "Las...read more
BDekker3 on July 19, 2023
Hi, We just set up the integration between Shopify and HubSpot. When testing the abandoned cart feature, the following happens: When the cart is in the checkout process (= someone is filling in the checkout details), a deal is automaticall read more
Thought Leader | Platinum Partner
July 19, 2023 10:50
Hey @BDekker3 this should automatically update according to the knowledgebase article here . " When an abandoned checkout is created in S...read more
IMatthews on May 25, 2023
Hi There, With the native HubSpot-Whatsapp integration we need to opt people into the Whatsapp subscription either: 1. Manually or 2. By having them send us a whatsapp message that just says START and nothing else which I doubt any will ever do read more
6 upvotes
5 Replies
Participant
August 08, 2024 17:43
If you need WhatsApp for B2B sales teams (10+ people), I recommend Rasayel's WhatsApp-HubSpot integration. From Meta's point of view, customers don...read more
SaraMae on February 22, 2023
HubSpots Visualforce window does not integrate easily when you are using Salesforce Person Accounts. This is due to Person Accounts being seen as both a Contact and a Company inside HubSpot. Successfully displaying the Visualforce Window o read more
2 upvotes
1 Reply
Community Manager
February 23, 2023 14:22
Hi @SaraMae , This is great 😄 Thank you for sharing this guide with the Community! Best, Kristen
Solved
NancyRobbins on February 20, 2023
I've looked all over and the answer is probably in front of me ... Is there a way for the user to complete a registration form in HS and then thru a Workflow integrate their information to register them for a Teams Meeting. I'm able to do this with read more
2 upvotes
2 Replies
Accepted solution
Recognized Expert | Partner
February 20, 2023 20:47
Hey @NancyRobbins , thanks for reaching out! Have you looked into the HubSpot-Microsoft Teams integration? Here is the Knowledge Base article...read more
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