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
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
@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
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
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
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
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
@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
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
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
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
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
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
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
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
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
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
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
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
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