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BikeRunner on April 01, 2024
I run a share economy work platform, where customers can order a "Runner" to come to their home and fix their bike. All orders (deals) are sent to Hubspot through API (and customers (with association label "customer") are also created and associated read more
0 upvote
6 Replies
Key Advisor | Partner
April 03, 2024 10:18
Hey @BikeRunner I'd imagine this is definitely possible. Honestly I haven't used mailchimp in a minute. But if memory serves you can send an more
PVanderMerwe on March 08, 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 read more
0 upvote
3 Replies
Accepted Solution
Key Advisor
March 08, 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 more
FRyde on March 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 read more
1 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
March 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, more
esealpha on February 26, 2024
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
0 upvote
4 Replies
Accepted Solution
Top Contributor | Gold Partner
February 27, 2024 03:35
Hi, unfortunately it won't work the way it is set up at the moment. The current branch branches on the outcome of the workflow action, meaning it more
LWohlman on February 02, 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 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 02, 2024 14:12
Hi @LWohlman , The default notifications themselves cannot be customized, no. And like you already suggested, yes, workflows could be more
RenateK on January 31, 2024
Hello! I am very new to HubSpot and I'm currently trying to create different views on the contact records based on our different teams need. Now, I am not quite sure what it is that I'm doing wrong, but when I click on "create team view" an read more
0 upvote
3 Replies
Accepted Solution
February 01, 2024 04:01
Hello Pam, Thank you for your response! I tested around yesterday and I identified my error. Our HubSpot account was set up with 14 more
CGiggy on January 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 read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 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 more
akrus on January 05, 2024
Hey We have this built-in HubSpot feature for detecting possible duplicates, and it works well. The problem is that it's closed from the rest of the system's environment, meaning there is only one way of using it - going through the list of all dupl read more
0 upvote
3 Replies
Accepted Solution
January 16, 2024 16:31
Hi @akrus , I work for Insycle, and wanted to pop in here and add a little more context. Thank you for sharing about us @karstenkoehler . more
KKoraca on January 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 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 more
AnnCS on January 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 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 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 more
AnnCS on January 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 read more
Accepted Solution
Hall of Famer | Partner
January 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 more
JClem on December 06, 2023
Our team would like to suggest the capability of commenting on scheduled posts for clear editing communication.
1 Reply
Accepted Solution
Hall of Famer | Partner
December 07, 2023 00:30
Hi @JClem , There is a beta for this 🙂 Campaigns | Social [Public Beta] Collaboration sidebar in the Social tool Oct 24, more
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