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Marketing Integrations

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Solved
Dwebster27 on April 07, 2022
Drip campaign for existing customers?
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
Reply Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 07, 2022 22:03
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 ...read more
Solved
Jeff-Morgan on March 19, 2022
Zoom Webinar Contact Properties Not Populating
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
Reply Enterprise Integrations Webinar Workflows
0 upvote
4 Replies
Accepted Solution
Jeff-Morgan
Contributor
March 21, 2022 16:56
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 the...read more
Solved
Raphi on February 08, 2022
Need formular field which will not written into properties
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
Reply Forms Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 08, 2022 04:37
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 separ...read more
Solved
HarisAzeem on August 19, 2021
Integrating Salesforce Lead Stage with HubSpot's Lead Status Propert
Hi, we have questions regarding the salesforce integration in hubspot. Currently, our Sales team is working on Salesforce and the Marketing team on HubSpot. While we do have the SF integration which allows us to transfer a lead from our website to S read more
Reply Academy Integrations Workflows
0 upvote
4 Replies
Accepted Solution
LaurenKennedy
Top Contributor | Diamond Partner
August 20, 2021 14:39
Hi @HarisAzeem ! You can customize the field options for lead status to match the lead stage you have in Salesforce! Just make sure the API name in S...read more
Savannah on June 17, 2021
Trouble with Google Sheets integration app
Hey there, Yesterday I tried to install Hubspot's Google Sheets integration app in the marketplace. The app is compatible with my Hubspot subscription and I'm a super admin. I hit the install button and gave the Hubspot Workflow Extension access read more
Reply Workflows
0 upvote
8 Replies
09936
Participant
September 22, 2022 11:28
Make sure when installing to select the boxes allowing all the requested permissions. Otherwise, it just keeps asking you to reinstall.
Ignazio on May 28, 2021
HubSpot + Shopify integration - double checkout, pending and abandoned
Hi Partners! I noticed a serious anomaly in the HubSpot-Shopify native integration. If a customer enters the Shopify checkout and goes back to the shop, the integration register it as a “Checkout pending” deal, inside read more
Reply Campaigns Conversations Deals Integrations Marketing Email Workflows
0 upvote
5 Replies
Ignazio
Contributor | Diamond Partner
June 03, 2021 02:10
Hi @webdew and thank you so much for this reply! I can confirm you: the cart is the same, in the same session. Unlukly, this duplication s...read more
Solved
OKreimer on May 27, 2021
Is there any way to send a list of prospects to external service?
Is it possible to send dat a about list of customers and not just single customer to external service? I'm aware of workflow webhooks but as far as I understand it is possible to send just the single prospect information with it. Same goes for the read more
Reply Lists Marketing Workflows
0 upvote
5 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 27, 2021 08:02
Hi @OKreimer , You are correct, workflows and Zapier treat data one record at a time. Could you be more specific about the data that you want ...read more
Solved
Askarovoren on April 14, 2021
Workflow Leads Status Update
Hello Community, Is there a way to update a Salesforce Lead status using a workflow, even thought the status property is setup to prefer Salesforce?
Reply Workflows
0 upvote
3 Replies
Accepted Solution
Phil_Vallender
Most Valuable Member | Elite Partner
April 14, 2021 05:15
Hi @Askarovoren I don't think so. If you clear or change a 'prefer Salesforce' mapped property in HubSpot, the value in Salesforce will just...read more
Solved
MWelborn on April 01, 2021
If not on Sync to Salesforce list, will a workflow create the sync
I have our sync to salesforce list set up for Form Fills and if Salesforce ID is known. If we load a list from an event, and create a workflow that adds leads to a Salesforce campaign, will they sync or do they have to be on the Salesforce sync lis read more
Reply Campaigns CRM Professional Workflows
0 upvote
2 Replies
Accepted Solution
webdew
Guide | Diamond Partner
April 14, 2021 23:46
Hi @ MWelborn Unfortunately, a contact won't sync unless and until it is in the Salesforce inclusion list. Usually, contacts won't sync to Sa...read more
Solved
StellaI on March 23, 2021
Calendly Integration - How to get the info into contact properties?
Hi Community! I have a problem concerning our Calendly Integration. When I create an event, a participant needs to answer questions in order to be registered for the meeting/event. Now I want to have these answers transferred to specific contact read more
Reply Integrations Meetings Workflows
0 upvote
12 Replies
Accepted Solution
TiphaineCuisset
Community Manager
March 29, 2021 00:56
Hi @StellaI Thank you for reaching out. When you try to go and look on the contact record for the Calendly property you want copied t...read more
Solved
Va2 on March 20, 2021
Integration with WebEx (HS form to Webex Registration + Analytics from WebEx into Hubspot)
We are migratiing a client off of Pardot into Hubspot Marketing Pro. Currently, they use the native integration between WebEx and Pardot for webinar submissions and analytics. The current workflow they use is: User submits a form (via pardot form read more
Reply best practices Contacts Developer Forms Marketing Professional Webinar Workaround Workflows
1 upvote
3 Replies
Accepted Solution
Phil_Vallender
Most Valuable Member | Elite Partner
March 20, 2021 10:38
Hi @Va2 It doesn't look like this is easy, or that webex is well supported in the HubSpot ecosystem. Connectors that I could find seem to be...read more
RSterrenberg on January 19, 2021
Workflow connecting Company record to new Contact records being exported from ZoomInfo
We have just set up the ZoomInfo integration tool to HubSpot, and I have a question: Do I need to set up a workflow to be sure contacts coming in with known Company records (in HubSpot) will automatically connect to that record? Right now, they are read more
Reply Integrations Workflows
2 upvotes
10 Replies
kvonloesecke
Community Manager
July 27, 2022 09:47
Thanks for sharing, @Markella !
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