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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
Contributor
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
Thought Leader | 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
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
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
Key Advisor | 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
Key Advisor | 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
SWienert on July 01, 2023
I am in the process of setting up the automations for my pipelines and a part of that is sending automated follow up emails to customers in certain stages with links to their quotes in the email. I've looked at the deal tokens that can be pla read more
1 upvote
1 Reply
Key Advisor | Partner
July 03, 2023 07:25
Hey @SWienert I'm not seeing this "most recent quote link" as a deal personalization token in my portal. I'm also not seeing it within the default...read more
Solved
EbarakHossain on October 26, 2022
Hi Friends, I read this blog post ( https://www.smartbugmedia.com/blog/hubspot-workflows-how-to-build-them ) and was trying to create a workflow to get notifications on email opens for Sales emails, but could find the "Most Recent Sales Email read more
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 26, 2022 16:42
Hi @EbarakHossain , The properties you're probably looking for have slightly different naming: Recent sales email clicked date ( Sa...read more
Solved
GSylvester on June 09, 2022
Is there a way to create a workflow notification if an email has not been replied to within x number of days? There is an assumption that the email address (contact) already exists in Hubspot. This is for one on one emails not marketing emails. Than read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 10, 2022 01:16
Hi @GSylvester , You could enroll contacts in your workflow when Recent sales email replied date is after Last contacted . This has to happ...read more
Solved
AEdge on April 11, 2022
Hello, I need help building a workflow that is based on a static list. The list contains prospects that will be sent 3 clustered sequences with 3-4 actions in each. The problem I am having is that the first sequence fires through the activities fin read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 11, 2022 14:59
Hi @AEdge , You could adjust the delay in the workflow to match the length of your sequence. That would be the easiest fix. However, I w...read more
Solved
AGandoy on March 07, 2022
Hello, We are creating a workflow that does the following: -Sending mail to contacts who visit a web page of a site -Send mail once a month -Sending emails every month Does anyone have an example of how we can do it? Thanks
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 08, 2022 00:48
Hi @AGandoy , There's a great tutorial on this already: HOW TO: Create recurring workflows for any period of time If you want to add...read more
Solved
ChrisChiha on December 30, 2021
Hello, Si i want to use sequences to create tasks to my internal team with respect to certain deal criteria. So far i am using a workflow to enroll contacts in my sequence, but when i need to enroll in the sequence, i need to specify enroled as read more
0 upvote
1 Reply
Accepted Solution
Community Manager
December 30, 2021 08:02
Hi @ChrisChiha , Thank you for reaching out! If I'm understanding properly, you would like to know if it would be possible to enroll a ...read more
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