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Solved
JBracken8 on February 20, 2025
We have outlook integration, and we want to automate based on emails sent directly to customers and prospects from outlook but tracked through the Hubspot Sales extension. Here’s the Hubspot Workflow we want to create. Email Sent to Cont read more
Accepted solution
Hall of Famer | Partner
February 20, 2025 23:57
Hi @JBracken8 , HubSpot has a dedicated tool for this, sequences: https://knowledge.hubspot.com/sequences/create-and-edit-sequences In...read more
Solved
Emmanuele1 on December 10, 2024
Hi. I have a ticketing workflow that send an email. The mail sends fine and everything works as expected, but when I look in the "Emails" section or in a ticket thread, there's no email there. It does show up under the contact, just not the ticket. read more
0 upvote
2 Replies
Accepted solution
Guide | Platinum Partner
December 10, 2024 14:14
@Emmanuele1 Yeah, I can see why this would be valuable to you, but by desing, marketing emails only appear in the contact. A workaround we've...read more
JMarketing4 on November 22, 2024
Hello, I could use some help with custom event triggers for unenrollment within a workflow. I know you can create enrollment triggers based on custom events, but is this possible for unenrolling contacts within a workflow? Any help is appreciate read more
1 upvote
1 Reply
Community Manager
November 25, 2024 03:12
Hi @JMarketing4 and welcome, we are so glad to have you here! Thanks for asking the Community! I'd like to share these articles that might be o...read more
Solved
CEvents on October 18, 2024
Hello, I'm trying to create a workflow that automatically sends an email to each enrolled contact after event sign-in. Because we sometimes have multiple events on one day, I want to make sure the workflow will only "fire" once the day after read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
October 20, 2024 04:54
Hi @CEvents , That totally makes sense, if someone attends two events on the same day, you don’t want them receiving multiple emails. Here’s ...read more
Solved
RBabar on September 09, 2024
How to generate email reminders to Deal owners to update deals status based on their last activity date?
0 upvote
10 Replies
Accepted solution
Hall of Famer | Partner
September 11, 2024 00:59
@RBabar I would recommend that you do not set this up in pipeline automation, this will not work as expected. Please follow the exact steps of my f...read more
Solved
CNollet on September 06, 2024
Hi, I am a sales pro user of Hubspot and I am attempting to create a workflow which does the following : Move the deal to the next step in the pipeline when a reply is received. Currently, we send out Outbound emails to prospective clients and c read more
0 upvote
3 Replies
Accepted solution
Recognized Expert
September 06, 2024 11:05
Hi @CNollet I might be wrong but I am 99% sure the "replied to email" trigger is for replies to marketing emails and not sales emails, I rec...read more
Solved
bjwendroff on July 28, 2024
Hi HS Pros, I hope you are well. I wanted to see if there is a way to create a workflow that triggers a sequence based on an email not being replied to. We send a questions email with a specific subject line. Is there a way to trigger the workflow l read more
0 upvote
1 Reply
Accepted solution
Community Manager
July 29, 2024 09:29
Hi @bjwendroff , Thanks for reaching out to the Community! Based on what you've mentioned, that option is not currently available as a t...read more
Solved
CH3041 on March 15, 2024
Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbo read more
Accepted solution
Top Contributor | Gold Partner
March 18, 2024 14:37
Hi @CH3041 , Thank you for the detailed message. Is your team completely against using the conversations inbox? That will give you much better v...read more
Solved
JKim88 on February 09, 2024
We have a workflow that creates a task (assigned to the contact owner) every time we receive an email reply. Is there any way to exclude service-related emails from this automation? Every time a customer is associated with a ticket, and repl read more
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 09, 2024 05:43
Hey @JKim88 you can set this up in the settings both for task and for tickets Each user can configure this separately Hope this hel...read more
Solved
SColemanRTR on November 30, 2023
We are a real estate company looking for a way to notify clients on a certain subscription list when a new property becomes available. For example, our sales team often talks to clients who want a very specific property type. We will then add them read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Partner
December 01, 2023 05:39
Hey @SColemanRTR As I understand, you have a custom Object "Properties", and when a new Record, for example "House 1" appears there, you want th...read more
Solved
PJas on September 27, 2023
Hi, I am asking for support, I have prepared a workflow for sending marketing emails. The first email is sent after a 1-minute delay, the second after 3 minutes and the third after 5 minutes. The logs show that the entire workflow is going throu read more
Accepted solution
Thought Leader | Platinum Partner
September 27, 2023 06:37
Hey @PJas there could be a number of reasons behind this. Have you checked any of the contact records who have not received the emails? There shoul...read more
Solved
Khalidz on July 25, 2023
Hello there HubSpot community. As the title suggests, I'd like to build email/workflow that packs multiple Deals together and send an Order Confirmation Email to the customer. The Deals that are contained with the same Order have the same "Transac read more
Accepted solution
Thought Leader | Platinum Partner
July 26, 2023 06:08
Oh nice! I didn't even think of that! @Khalidz you could do this via a workflow. Just set your email as the enrollment criteria on a contact wor...read more
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