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Solucionado
Iscrisvesu on Dezembro 05, 2024
We have some active campaigns and my leads can respond by WhatsApp but I will be out of the office. How other team members can receive direct notification via teams or mail that there is a message to be answered. Even if the conversation was alr Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Top colaborador(a) | Parceiro
Dezembro 05, 2024 14:37
Hey! When you go to create a workflow, you'll want to select Conversation instead of the default Contacts. This will let you select trigger based...Leia mais
Solucionado
siddheshr on Outubro 15, 2024
Hi guys, Some context: Our company has a "Contact Us" HubSpot form. Whenever someone fills this out, our sales rep emails them to start a conversation. I've set up a workflow in our org that also gets triggered whenever someone fills the Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Participante
Outubro 16, 2024 13:23
Hi @kennedyp , Thanks for your response. Yes you're right about an email getting sent *before* the dealy starts, which is why the workflow wait...Leia mais
Solucionado
TeeterVT on Agosto 28, 2024
Hello I have what feels like a simple workflow that I'm struggling (I'm fairly new to HubSpot). I'd like to create a workflow that sets Marketing Contact status based on deal stage. So for example, if a deal is moved to "Won", we want the conta Leia mais
0 avaliações positivas
5 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 23, 2025 00:17
Hi @TeeterVT , Good news, this action is now available across workflow types (public beta). Workflows Set marketing contact s...Leia mais
Solucionado
mkarsten on Junho 27, 2024
We have integrations from multiple apps to HubSpot, and one of them has a field for a personal email address. It was easy enough to add that property in HubSpot, but when when creating the workflow to add the personal email to the HubSpot Email prop Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Top colaborador(a)
Julho 01, 2024 16:00
Moved over to Ideas, https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-to-append-Email-property/idi-p/999686#M184371 .
Solucionado
FRyde on Março 06, 2024
Hi, I have a form where the the user can sign upp for different training sessions at different dates like: Beginner training - January Beginner training - Februrary Advanced training - January Advanced training - Februrary Since it's Leia mais
1 avaliações positivas
6 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Março 08, 2024 06:48
@FRyde if we're talking about three dates, I'd strongly recommend simply creating separate workflows. If you insist on it being one workflow,...Leia mais
Solucionado
CGiggy on Janeiro 29, 2024
I have created a workflow that has a branch based on filter critera so that when a recipient of an email has clicked on a specific link, it is structured to send internal email notification to the contact owner alerting them that a customer has clic Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 29, 2024 23:47
Hi @CGiggy , I an confirm what @Jnix284 said, that's the exact reason why your notifications aren't being sent. You would either have ...Leia mais
Solucionado
KKoraca on Janeiro 04, 2024
I need to automate updating the deal stages on one of your pipelines based on the associated contact's static list membership. For example: Sales Rep opens Deal and sets as stage = trial link sent Associated contact activates free trial and g Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 04, 2024 12:25
Hi @KKoraca , This should be pretty straight forward if you create contact-based workflows. Enroll contacts when they enter the list, then use...Leia mais
Solucionado
AnnCS on Janeiro 03, 2024
Hello, Is there a way to set a workflow that automatically tags/notifies a HS user in every single note created in every single contact file? Thanks!
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 03, 2024 11:04
Hi @AnnCS , No, this is currently not possible, unfortunately. HubSpot doesn't have any activity-based workflows, meaning that it's not possib...Leia mais
Solucionado
AnnCS on Janeiro 03, 2024
Hello there, My organization has multiple accounts due to legal restrictions that prohibit sharing data from within one singular CRM. All of the accounts are under the same domain. For one account, we utilize the Marketing Hub Enterprise. Are we a Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 03, 2024 10:25
Hi @AnnCS , This is not possible, no. Features are only available within one portal. If you need them in other portals, you would have to purc...Leia mais
Solucionado
Ktamir on Março 13, 2023
Hi all, I've been trying to find a solution for this issue for a while now and would appreciate your help. We are updating the marketing contact status on one of our customer's portals based on a list we are getting daily. This list is deriv Leia mais
0 avaliações positivas
6 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Março 13, 2023 14:39
Hi @Ktamir , When you say marketing / non-marketing, are you referring to HubSpot's billing feature or are you talking about consent (subscrip...Leia mais
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