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 all,
I'm a product manager at HubSpot and I'm excited to share that we're working on a new Enterprise feature that will help customers with multiple HubSpot accounts.
Customers can select the Marketing Emails they want to copy from read more
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
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 email...read more
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
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
@FRyde if we're talking about three dates, I'd strongly recommend simply creating separate workflows.
If you insist on it being one workflow,...read more
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.
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 run...read more
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
Hi @LWohlman ,
The default notifications themselves cannot be customized, no. And like you already suggested, yes, workflows could be workarou...read more
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
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
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
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
Hi @KKoraca ,
This should be pretty straight forward if you create contact-based workflows. Enroll contacts when they enter the list, then use...read more
Hi @AnnCS ,
No, this is currently not possible, unfortunately. HubSpot doesn't have any activity-based workflows, meaning that it's not possib...read more