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PamCotton on February 29, 2024
Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more
Thought Leader
May 03, 2024 05:11
Love it! An example I've "developed" a while ago: The honeypot What is it? Technically speaking a honeypot is a extra layer of spam ...read more
Solved
SGoenka on April 26, 2024
I have an Intake Workflow set up to help parse leads to relevant groups (sales, ops, real estate, etc.). I'm looking for keywords that signal which group should get the lead. However, my workflow is failing on the word "lease". Anytime a lead uses t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 27, 2024 00:36
Hi @SGoenka , The filter "has ever contained exactly" also refers to previous messages / values. Previous tests might thus affect the latest o...read more
Adriane on April 23, 2024
We frequently partner with clients who offer a diverse range of informational brochures for download on their websites, catering to educational providers showcasing details about their various study programs or similar offerings. Typically, read more
Most Valuable Member | Elite Partner
April 24, 2024 20:07
Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...read more
Solved
nvawh on April 18, 2024
Hello I am looking for a work around for being able to see what queued up emails are waiting to be sent from a workflow in the contact screen. I want to be able to see that there is an email waiting while I am looking in a specific person's cont read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 19, 2024 00:15
Hi @nvawh , This can unfortunately not be done with tasks, no, as workflow can currently not close tasks. In general, HubSpot does not h...read more
Solved
BButterfield on March 25, 2024
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more
Accepted Solution
Hall of Famer | Partner
March 26, 2024 01:05
Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more
Solved
SBlocq on March 19, 2024
Hello, I'm seeking insights from our community regarding our approach to updating our promotional materials. Periodically, we refresh our whitepapers, brochures, and catalogs to align with emerging trends and introduce new products. As a result, th read more
Accepted Solution
Top Contributor | Diamond Partner
March 19, 2024 08:40
Hi @SBlocq , If we're making small updates (i.e. a pricing change, refreshing some stats, or the name of a service changed), we'll replace th...read more
JLeyder on March 08, 2024
I made a workflow where I send out a weekly email to all my B2B clients. Based on their behaviour in this email (clicked on a link), I have made a branch to send an internal email or not. Now I'm not sure if the branch will activate based on their read more
0 upvote
2 Replies
Member
March 08, 2024 07:15
Sure: here's what you see: the workflow automatically starts every Monday at 10 am (to one of my contact lists filled with b2b customers) 1) e...read more
PamCotton on February 29, 2024
Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more
Thought Leader
May 03, 2024 05:11
Love it! An example I've "developed" a while ago: The honeypot What is it? Technically speaking a honeypot is a extra layer of spam ...read more
Solved
BdeBruyn on January 29, 2024
Hi There, I want to create a workflow for sending reminder emails leading up to an event based on a form submission. The emails say five weeks to go, four weeks to go, three weeks to go, and so on... I'm aware that some people might join three w read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 29, 2024 04:48
Hi @BdeBruyn , Using the action options I shared in my earlier reply ("Yes, add a branch"), this is what such a workflow could look like: ...read more
Solved
KInnanmaa on January 15, 2024
If I use "Go to workflow" action in a workflow, will the contact be removed from the current workflow? I want to send a set of contacts to a welcome automation from a separate automation. I would also still like to keep them in this separate automa read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 15, 2024 05:57
Hi @KInnanmaa , No, they will not be removed. They will enroll in the second workflow in parallel but remain in the first one and complete rem...read more
Solved
DGilbert9 on January 03, 2024
Hi We use an external business to take messages and they then send the message to us via email. As the current system is then set up to create contacts and deals from the connected inbox, we are now getting multiple messages within one contact read more
0 upvote
2 Replies
Accepted Solution
Community Manager
January 04, 2024 06:19
Hi @DGilbert9 , Thanks for reaching out to the Community! I wanted to share this knowledge base article about associations in HubSpot a...read more
Solved
DerekBallantyne on January 02, 2024
Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need read more
Accepted Solution
Participant
January 16, 2024 01:33
Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...read more
Solved
JPescini on December 05, 2023
I've created a workflow that creates a deal from a form submisison. From the form submission, am I able to populate the company association (not the company name) for the deal through the workflow? Or do I need to link the contact to the compan read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 06, 2023 00:08
Hi @JPescini , Some integrations like Associ8 let you define associations through workflows. Best regards!
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