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

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

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

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

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!

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

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

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

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

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

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

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