I'm planning to set up a workflow to identify and create tasks for sales reps for unengaged leads. Does anyone have suggestions or examples of effective workflows to prompt sales reps to engage with unresponsive leads in a timely manner?

Hi, we have a workflow that enrols users based on a contact property condition, emails that user, delays for 1 day, has a random split step, and then emails the user one of two emails, depending on which branch they went down. When previewing th Beitrag ansehen

When a form is submitted, i get a direct notification email with the form attached. Problem is - the form itself it cut off. I want to see everything to skip a click into hubspot to see info. Also so i can forward it. Is there a setting I Beitrag ansehen

Our team would like to suggest the capability of commenting on scheduled posts for clear editing communication.

We're moving a non-hubspot form to a Hubspot Form but are running into a challenge. The old form uploads all submitted records as a csv to an ftp . With that information we automatically create pdf documents (for example: certificates). However Beitrag ansehen

Hi, I created a workflow to send reminders after a meeting is done to update the Meeeting outcome. However, in the options for notifications sent to I see "Contact owner" but I don't see Activity assigned to user ? My issue is that sometimes it's n Beitrag ansehen

Good afternoon, I am wondering if there is a user friendly tool to create printable brochures and flyers that integrates with HubSpot? Thank you, Angela

Hello Everyone, I was wondering if we could add a personalized token, for instance, {{email}} to a link and then add it as a hyperlink in a template. For instance, instead of clicking here 😆 link.com I want to show Click here , where I added Beitrag ansehen

There are many cases I want to configure a certain activity on a specific date and time without using a date-based workflow. For example: I don't want to set-up a delay, but i want to send an email on a specific date and time.

Hey Hubspot, I am looking for a way to remind my team of upcoming events/holidays so that they can send greetings to their leads/prospects/clients. I am familiar with the Hubspot calendar and how a task can be assigned to a team member but Beitrag ansehen

My name is Shay, I'm a Product Manager here at HubSpot working on our marketing tools. I'm trying something a little new here, hoping you'll indulge me and see how we get on! I wanted to proactively open up an invite to try out a new marketing tool Beitrag ansehen

Hi there! I am currently creating a workflow and wonder if anyone can tell me if its possible to automate an action when a task in the workflow is marked as completed?