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解決済み
Adlenglich 4月 05日, 2024
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?
1 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 05日, 2024 03:37
Hi @Adlenglich , Happy to help here. As a first step, I'd recommend discussing with sales what a sensible SLA could be: https://blog.hu...続きを読む
解決済み
PVanderMerwe 3月 08日, 2024
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 続きを読む
0 いいね!
3 コメント
Accepted Solution
キーアドバイザー
3月 08日, 2024 11:29
Hi @PVanderMerwe Seeing that you have a Pro Subscription I would flag this with HubSpot Support. My best guess is that this is either a bu...続きを読む
解決済み
LWohlman 2月 02日, 2024
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 02日, 2024 14:12
Hi @LWohlman , The default notifications themselves cannot be customized, no. And like you already suggested, yes, workflows could be workarou...続きを読む
解決済み
JClem 12月 06日, 2023
Our team would like to suggest the capability of commenting on scheduled posts for clear editing communication.
2 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 07日, 2023 00:30
Hi @JClem , There is a beta for this 🙂 Campaigns | Social [Public Beta] Collaboration sidebar in the Social tool Oct 24, 20...続きを読む
解決済み
Niels-Catena 10月 25日, 2023
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー | Solutions Partner
10月 25日, 2023 06:46
Hey @Niels-Catena at the moment, the only way to programitically export form submissions would be through the forms api . This would export the...続きを読む
解決済み
PKirova 9月 21日, 2023
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 続きを読む
0 いいね!
2 コメント
Accepted Solution
投稿者
9月 21日, 2023 09:58
Thanks, I actually made a work-around. Before sending the email, I used the Branch function and made branches for each user based on the value of pro...続きを読む
解決済み
AManess 5月 22日, 2023
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
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー
5月 22日, 2023 15:30
What exactly do you mean integrates with Hubspot? What are you looking to do? Some people use online tools like Canva, or there are professional desk...続きを読む
解決済み
soheilhs 2月 27日, 2023
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 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 28日, 2023 00:30
Hi @soheilhs , Yes, that's possible. The syntax for a spelled personalization token is: {{ object.internal_label_of_property }} Fo...続きを読む
解決済み
DKornuyt 3月 16日, 2022
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.
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 17日, 2022 01:59
Hi @DKornuyt , This is currently not possible out of the box. (As usual, this is likely achievable with custom code actions in Operations Hub Pr...続きを読む
siez 12月 01日, 2021
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 続きを読む
0 いいね!
2 コメント
投稿者
12月 01日, 2021 04:46
Hey @webdew , thanks for the reply. When I am creating a task in calendar, it is not showing the option to select a team, only individual team...続きを読む
Shay 4月 19日, 2021
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 続きを読む
25 いいね!
5 コメント
メンバー
4月 25日, 2022 21:21
hi, My name is Li, and I have known much more than before about the marketing tool bsaed on your expaination.
解決済み
LizzieNorman 10月 22日, 2020
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?
14 いいね!
9 コメント
Accepted Solution
投稿者 | Elite Partner
2月 10日, 2021 22:35
Lizzie, Noticed your question while browsing the community. You can create a workflow with an enrollment trigger of Task Status = Completed. When cr...続きを読む
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