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thesamuelcheong on September 08, 2023
I'm looking to consolidate and make this process easier. Context: Webinar runs every month Assets created: Form - unique to the webinar and embedded on non-HubSpot cms landing page Invitation Email that is manually sent Date-based work read more
Accepted Solution
Key Advisor
September 08, 2023 17:12
Hello @thesamuelcheong ! I manage a quarterly webinar and have for the past 5 years. This webinar has the same topic, purpose and setup every more
SClara on August 28, 2023
Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more
Accepted Solution
Thought Leader | Elite Partner
August 29, 2023 08:49
@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that more
AGüell on July 07, 2023
Hi! We have agents in a call center that work at different time schedules. We are having trouble assigning them leads. We have a workflow for creating and assigning deals to our call center. The procedure is very simple: (i) every time a lead read more
Accepted Solution
Hall of Famer | Partner
July 07, 2023 04:53
Hi @AGüell , @AGüell wrote: We've tried different approaches like creating different workflows that are only active in some times of the more
VRodrigues4 on July 04, 2023
Olá pessoal, tudo bem? Tenho uma dúvida sobre a criação de uma jornada para a base de leads. Já trabalhei em empresas B2C e B2B e sempre fico em dúvida se estou criando as jornadas da melhor maneira possível para minha base. A partir daí surgira read more
Accepted Solution
Hall of Famer | Partner
July 05, 2023 00:34
Olá, @VRodrigues4 , Obrigado por entrar em contato com a comunidade! O HubSpot não é meu idioma nativo, portanto, desculpe quaisquer erros ou more
nychd on June 29, 2023
Hi Folks, I need to switch the value in two properties using a workflow. Do I need to create a extra property value to hold one value while copying, or is there a way to hold one in a variables when working with workflows? Thanks!
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 29, 2023 11:59
Hi @nychd , Correct, you'll need an assisting property. Alternatively this would be easily achieved via export/import. Export the records, more
HDang9 on June 26, 2023
I want to set up a workflow revolving around a contact date property - the customer's date of birth. Whose birthdays from May, 26th to August 30th will be enrolled into the workflow. How can I do that? (Now, I have to choose the year of the birthda read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
June 26, 2023 03:23
Hi @HDang9 , Custom code actions are not available in Marketing Hub Professional. You need to purchase Operations Hub Professional to make more
alexagatiss on March 24, 2023
I am hoping to create a workflow that bridges the gap between Sales and Marketing. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. The email w read more
0 upvote
2 Replies
March 31, 2023 18:08
Is there a different number that you would suggest to use as significant perhaps? I am asking because in the industry in general, email sends often more
AB_Provide on March 14, 2023
Has anyone found a way to send an email note to a personalized field? Or found a successful way to override contact owners being people IN HubSpot? (As in, is there a way to override that field and make it an email versus a person from a dropdown li read more
Top Contributor
March 24, 2023 09:55
Hey @AB_Provide ! As @MiaSrebrnjak mentioned it would be nice if you can share a clear example. Looking to your message it seems that it's more
xemesrobian on March 02, 2023
You can set a work flow to look at tasks, but you cannot select due date as a selection criteria. As an exmaple, I want to send an email to a contact 3 days prior to the due date of the task. In our case, we use tasks to identify a customer has read more
2 Replies
Top Contributor
March 08, 2023 09:35
`Due Date` is stored in`activity date` if your using Activities object type in workflows or lists. fyi
KaKaRoT on December 30, 2022
Hi there, I have a few emails which had old website redirection links and are associated with old nurturing workflows and landing pages. I do not want those emails and their respective associates to be used for future use. So should I mark tho read more
Accepted Solution
Hall of Famer | Partner
December 30, 2022 00:59
Hi @KaKaRoT , I would not archive the email as that means that you cannot easily access the analytics of that email, use it in filters etc. more
InciteJoe on November 23, 2022
Hi all, Background I have around 10 different workflows for when someone requests different guides on my website, the form fill triggers a copy of the guide to be sent via email too. Change to current process I am now thinking of read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 00:07
Hi @InciteJoe , I agree with @danmoyle , the email frequency safeguard feature and the option to remove contacts from workflows are great more
DJohnson4 on October 26, 2022
Hi all, I have a workflow which feeds data into a Google Sheets document, once the data is in the Google Sheets doc I want to delay until 8:45 the following morning and send an internal email to a member of my team to notify them that the docume read more
Accepted Solution
Hall of Famer | Partner
October 26, 2022 11:01
Hi @DJohnson4 , As a workflow step, yes, this would trigger an email for every single contact. If you want to send an email every more
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