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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
Most Valuable Member | Elite Partner
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 more
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: more
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
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 more
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 more
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
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 " 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
Key Advisor | 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 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
4 Replies
November 22, 2023 06:30
This is now available through Workflow actions 😍
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
1 upvote
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
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 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 more
Dwebster27 on April 07, 2022
Hey Hubspot community, Does anybody have any example workflows on a drip campaign aimed toward existing customers? My company sells many products, from CPG to multi thousand dollar events. In total, we determined we have 5 types of customers, ra read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 08, 2022 01:03
Hi @Dwebster27 , Thank you for the context. For starters, I'd recommend to keep it simple. Don't try to accomplish a workflow logic that does more
Jeff-Morgan on March 19, 2022
I have successfully implemented the Hubspot Zoom App and configured it. I have added the "Add Contact to Zoom Webinar" action to my webinar registration workflow that is triggered when someone fills out a Hubspot form on our website. When conta read more
Accepted Solution
March 21, 2022 19:56
This issue has been resolved. The data was not being written to the fields because in the Zoom App settings we had our company's domain listed in more
Raphi on February 08, 2022
Hi, We created the company property field "verification code" and filled it with random password through a workflow. Now we send a mail to these specific companies to fill out a formula. At the end of this formulars the companies have to fill in read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 08, 2022 07:37
Hi @Raphi , It's not possible to prevent a field from being overwritten when it's included in a website form. You would have to create a more
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