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ABhatt3 on March 20, 2024
I want to create a workflow for a specific type of automatic email reply. So, I get intro'd to a client from another individual, let's call him John. I want to automatically reply to the client with an email template I've created. How do I do that? read more
0 upvote
4 Replies
March 22, 2024 12:21
@karstenkoehler How would I rigger a contact based workflow off an associated conversation? I need help with doing that. Would I have to create a more
DCrinnion on March 19, 2024
Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 19, 2024 15:48
Thanks @DCrinnion - when you set up conditional logic, you can also specify whether the field should be required, see below: more
NGralla on March 13, 2024
Hallo zusammen, ich stehe in meiner HubSpot Automatisierung vor der nächsten Herausforderung, komme allerdings leider gerade nicht weiter. Wir haben folgenden Ablauf: - Unternehmen (Lead) händisch erstellen - Workflow erstellt automatisch read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 13, 2024 07:48
@NGralla nein, HubSpot sagt generell keine Release-Dates zu - es ist lediglich angekündigt, dass dieses Feature in Entwicklung ist. Viele Grü more
RandyPat on March 07, 2024
Hi, I'm seeking assistance in setting up a workflow on HubSpot to monitor the effectiveness of our sales team. It's outlined in our employment contracts that our sales representatives are required to call new contacts added to the CRM within 30 min read more
1 upvote
3 Replies
Top Contributor | Partner
March 07, 2024 09:44
If the workflow is set so that it is only active during working hours I would have thought that this would work as expected. If you have Ops hub more
KSaleh9 on February 01, 2024
We are currently on Sales Hub Professional - not sure what I want to do is available within that subscription. We use unbounce for a lead forms on the site. The data from unbounce is sent to hubspot via Zapier. So, when a contact fills out a fo read more
Recognized Expert | Platinum Partner
February 01, 2024 11:13
Hi @KSaleh9 , Some of what you're looking to do should be possible with Sales Pro. Assuming this is an external email to the lead who more
Casady54 on January 30, 2024
Hello, I am looking for advice on the workflow I've attached. The goal of this workflow is to assign ownership of a contact, create a deal, and assign a deal stage based on a meeting booked. The stage of the deal is determined based on the meeting read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Diamond Partner
January 30, 2024 11:46
Hi @Casady54 , Try using Activity Assigned To = HubSpot User for that branch.
RoystonJ on January 11, 2024
We'd really benefit from some functionality that would cover off being able to send an email a day to colleagues when the number of contacts in a list has changed - currently you can only trigger a workflow when an individual contact gets added to a read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 11, 2024 14:37
Hi @RoystonJ , I have a suggestion that, while not exactly what you're looking for, probably comes very close. Open your list Click more
JElgula on November 22, 2023
Hi, I'm having trouble creating a workflow where the Slack notification is sent to a Rep, after the call is done. Right now I have one set up that triggers after 15 minutes the call has been started but because the idea is to send a reminder for read more
0 upvote
2 Replies
Accepted Solution
November 24, 2023 06:24
I found out that there is a "Call Ended" trigger that can be used for just that case, but I appreciate your input! Thank you!
mwilhelm on November 03, 2023
I'm trying to create a custom version of Hubspot's Lead Score system where a lead can continue to have their score improve if they close multiple deals. Specifically, whenever a deal obtains the "Closed Won" deal stage, increase all associated read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 03, 2023 12:57
Hi @mwilhelm , Instead of using a value on the deal object, have you considered using on of these contact properties for reenrollment? ( more
Jenny26 on October 24, 2023
Hello, I want to create a sequence that sends an email with a meeting scheduling link to a contact. If the contact doesn't reply or schedule a meeting within 7 days, I want a task to be created for another HubSpot User to follow up with the contact read more
1 upvote
5 Replies
Accepted Solution
Community Manager
October 24, 2023 17:39
Hello @Jenny26 thank you for posting in our Community. Currently, the sequences only have tasks. I would recommend creating a workflow that more
NRomaneli on October 23, 2023
I have two pipelines that need the information for some properties to be the same even after deals are created. How can we automate this in workflows? I need the information to be synchronized, please!!
0 upvote
2 Replies
October 25, 2023 07:29
Hi @franksteiner79 So I'm talking about deals properties. The values ​​- information present in deals properties could be changed simultaneously more
DPettus on October 19, 2023
We use a third party business development rep. When he adds a new contact/company in hubspot, is there a way to setup a workflow for that new contact/company to be automatically assigned to the next team member (salesman) in line? For example, w read more
0 upvote
3 Replies
Accepted Solution
Key Advisor
October 29, 2023 07:24
Hi @DPettus If you have access to the Workflows tool, you can easily set up an automation for this. As you mentioned, you are using a more
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