Tips, Tricks & Best Practices

Ishan9
Participant

Notify user on the basis of Zip Code

SOLVE

Hi @All 
I've created a workflow where I have assigned zip codes ranging from 1 to 40,000. I want to notify 70 sales reps by sending them internal notifications based on the submitted form and the selected zip code corresponding to each sales rep. But on submission of form using different zip code i'm not getting notified. Please provide a quick solution for this.
Below are the screenshot attached.portal.png2.png3.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Notify user on the basis of Zip Code

SOLVE

Hi @Ishan9,

 

How exactly are you testing this? Have you been using the same email address for testing?

 

If you're testing within the 5 minute delay, a contact will not re-enroll – a contact cannot be enrolled twice at the same time in a workflow.

 

Have you reviewed the actions log for your test contact? Can you share a full screenshot of the actions log for the test contact? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

 

What happens when you test the branch criteria (click on the branch) against your test contact? Can you please share a screenshot of that test?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Notify user on the basis of Zip Code

SOLVE

Hi @Ishan9,

 

How exactly are you testing this? Have you been using the same email address for testing?

 

If you're testing within the 5 minute delay, a contact will not re-enroll – a contact cannot be enrolled twice at the same time in a workflow.

 

Have you reviewed the actions log for your test contact? Can you share a full screenshot of the actions log for the test contact? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

 

What happens when you test the branch criteria (click on the branch) against your test contact? Can you please share a screenshot of that test?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Ishan9
Participant

Notify user on the basis of Zip Code

SOLVE

Hi @karstenkoehler 
PFA
Ishan9_0-1719382093103.pngIshan9_1-1719382152849.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Notify user on the basis of Zip Code

SOLVE

@Ishan9 what does "PFA" mean?

 

Could you please provide the screenshots that I mentioned in my previous reply? (actions log of the test contact + test contact evaluated against branch criteria)

 

In any case, it looks like you pasted a list of postal codes which are not read as separate values by HubSpot but as one long string. No contact has the postal code "43001 43002 43003 43005 [...]".

 

You need to make sure that these are added as separate postal codes, see here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Ishan9
Participant

Notify user on the basis of Zip Code

SOLVE

Hi @karstenkoehler 
Below are the shared screenshot

Ishan9_0-1719383953296.pngIshan9_1-1719383973384.pngIshan9_2-1719384002486.png

User is not notified and test contact is moving directly to none met branch

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Ishan9
Participant

Notify user on the basis of Zip Code

SOLVE

Hi @karstenkoehler 
Can you please help me out

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Notify user on the basis of Zip Code

SOLVE

@Ishan9 have you reviewed the second part of my reply?

 

In any case, it looks like you pasted a list of postal codes which are not read as separate values by HubSpot but as one long string. No contact has the postal code "43001 43002 43003 43005 [...]".

 

You need to make sure that these are added as separate postal codes, see here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes