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解決済み
esealpha 2月 26日, 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 いいね!
4 コメント
Accepted Solution
参加者
2月 27日, 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 run...続きを読む
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
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
RenateK 1月 31日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
メンバー
2月 01日, 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 prope...続きを読む
解決済み
CGiggy 1月 29日, 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 続きを読む
1 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 29日, 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 ...続きを読む
解決済み
akrus 1月 05日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
参加者
1月 16日, 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 . ...続きを読む
解決済み
KKoraca 1月 04日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 04日, 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...続きを読む
解決済み
AnnCS 1月 03日, 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 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 03日, 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...続きを読む
解決済み
AnnCS 1月 03日, 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 続きを読む
Accepted Solution
殿堂入り | Solutions Partner
1月 03日, 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...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
Infoseeker1 11月 08日, 2023
Hi everyone, I hope someone can help. We are trying to setup a system where we can send quote requests to filtered lists and then have the quote requests auto followed up if no response is received within 2 hours. For example, I want to send a qu 続きを読む
0 いいね!
5 コメント
Accepted Solution
キーアドバイザー
11月 08日, 2023 14:34
@Infoseeker1 wrote: How about setting the email lists up? Without having the automation? You can build the lists and send out a single ema...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
DSaucier 10月 12日, 2023
Hello, We recently purchased the SMS addon for Marketing Hub. I am looking to understand what happens when a recipient of a text replies to that text. Does it show up anywhere in HubSpot to either reply to or setup an internal notification? Thanks 続きを読む
7 いいね!
13 コメント
メンバー
3月 01日, 2024 14:50
Hi Antoinette - please let me know when we can see/manage/reply to sms messages that come in as replies to the sms messages we send through hubspot. ...続きを読む
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