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 @thesamuelcheong ! I manage a quarterly webinar and have for the past 5 years. This webinar has the same topic, purpose and setup every quarte...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
Olá, @VRodrigues4 ,
Obrigado por entrar em contato com a comunidade! O HubSpot não é meu idioma nativo, portanto, desculpe quaisquer erros ou ...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!
Hi @nychd ,
Correct, you'll need an assisting property. Alternatively this would be easily achieved via export/import. Export the records, rem...read more
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
Hi @HDang9 ,
Custom code actions are not available in Marketing Hub Professional. You need to purchase Operations Hub Professional to make cus...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
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 h...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
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 possib...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 @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. Un...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 @InciteJoe ,
I agree with @danmoyle , the email frequency safeguard feature and the option to remove contacts from workflows are great too...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