Hi Team, We have multiple deals per contact, but would only like to set a follow up journey if its the newest deal for that contact. (So they are not getting spamed with the same marketing per deal) I made a property "Send marketing read more
Hi @NathanAza
so the best and easiest way to do this is with Operations Hub.
But if you do not have Ops Hub and you are trying to solve this w...read more
Hello, I'm trying to create a report to compare contacts who have attended an event vs those who registered for the same event. Because I want to track this live (the event is not until March 2), I can’t use HubSpot's marketing event tool, but i read more
@Linah4 I like creating custom objects for event interactions (each record corresponding to an entity that tracks whether someone is registered/att...read more
When setting up the capture of UTM campaign names using the "First Page Seen" property and storing the values in the PPC Campaign Name field, we are encountering an issue where all the First Page Seen URLs are the same. What recommendations should I read more
I have set up a workflow designed to automatically update a Google Sheet when a contact visits or converts on our website. The problem is, when I initially exported the data, the "Time last seen" and "Recent conversion date" were in recognisable for read more
@KTLawrence wrote:
I have set up a workflow designed to automatically update a Google Sheet when a contact visits or converts on our website. Th...read more
Hey everyone, I know that there is no particular solution to create performance reports on workflows. There's a beta version of analyzing the workflows that HubSpot has introduced but it does not suffice my use case. Are there any new work around read more
Hi, I would like to see the number of enrollments in a workflow for each quarter of the year. Is it possible to create a list and filter by enrollment date? Or to export the enrollment history? Thank you!
Hi @Mégane ,
Unintuitively, that's not possible. Other users have however requested this before: https://community.hubspot.com/t5/HubSpot-Ide...read more
Whenever we get a lead through our website by filling out a form, the latest drill down source 2 is Zapier. But, when we use this as a branch and say, if drill down source 2 is 'Zapier' do this, if not, don't do anything. Could anyone help wit read more
Hi @nvawh ,
Typically when people have this issue they are trying to use the name of the source instead of the internal id. Go to a contact re...read more
Hello! One main question and a couple of related ones below... 1. I would like to create an email/CRM hygiene dashboard that includes a report (table) showing contacts that have been sent email that wasn't delivered, either because they unsubsc read more
Hi @amsteiner , I hope that you are well! Great questions, thanks for asking the Community! 1. Once you are on the marketing email itself, have ...read more
Hi All, For context; we're an online platform that offers discounts to cultural outings like museums and theatre. One of the cultural partners want to distribute a single use code per online user. So when someone is interested in that acti read more
I am pretty sure you'd need the Zapier integration to work this like you want without having to do your own coding.
I was playing a little with...read more
Hi, I'm trying to create a list of contacts that filled out 2 forms on our site, BUT did it at least 24 hours apart. The aim is to use this list in a workflow and notify our SDR team if and when a contact has returned to the site and filled out read more
I'm looking for a way to report on automated marketing emails that have been sent, and are scheduled to be sent. Is there a way to generate a report that pulls data from active workflows to see when emails are scheduled to be sent based on the w read more
Hi @RKaufman7 ,
It's not possible to report on automated emails that may be sent in the future. Automated emails aren't so much scheduled for ...read more
What ways have folks used to classify leads as Inbound or Outbound, and in turn, have you built any workflows to attribute deals to Inbound or Outbound activity? Is there a way to do this out of the box, or has anyone built anything that accomplishe read more
Hi @EMcGrath ,
That depends a bit on which requirements exactly you have for lead attribution. Generally, HubSpot tracks source informations a...read more