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Tips, Tricks & Best Practices

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PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

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

Reply Announcement Best Practices Workflows

11 upvotes

26 Replies

EJack1

Member

December 02, 2024 09:04

"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more

Solved

CODonnell185 on December 04, 2024

Looking to update a lead in HubSpot that then triggers an email to the new lead owner

Hi all 🙂 I use HubSpot Marketing and Salesforce as my CRM. I have the integration setup and have the contact/lead owner as a two way sync between HS and Salesforce. I'm looking to set up an autoamtion or workflow, that, once I updat read more

Reply Enterprise Workaround Workflows

0 upvote

1 Reply

Accepted solution

TomM2

Thought Leader | Platinum Partner

December 04, 2024 10:57

Hey @CODonnell185 you just need a trigger workflow enrollment criteria, you can set the trigger to contact property > lead owner "is known". If ...read more

Solved

FMaida on December 01, 2024

Email definition in workflow: excluding people who already used a discount code

Hi! I created a workflow to send people a 2nd email after they purchased a product, with a discount code that it can be used only once. Normally, they receive this code for the first time in the post-purchase email when they buy the product. How read more

Reply Marketing Email Professional Workflows

0 upvote

1 Reply

Accepted solution

franksteiner79

Key Advisor

December 02, 2024 01:06

Hi @FMaida Where are customer completing these purchases? I assume it's outside of Hubspot, correct? If so, how is that purchase infor...read more

Solved

LFlanagan2 on November 25, 2024

Need Help Dynamically Tracking Course Library Page Views at a Contact Level

Hi everyone! I’m looking for the most efficient way to track and capture visits to individual pages within our course library, with each course URL having its own unique path (e.g., /course-library/how-to-ace-a-job-interview). Current Setup read more

Reply Contacts Marketing Workaround Workflows

0 upvote

3 Replies

Accepted solution

Brenner

Recognized Expert

December 04, 2024 07:02

Hello @LFlanagan2 !! Perfect, @danmoyle ! I'd like to complement with a practical solution that I've done here: > I set u...read more

Solved

oaguirre9 on November 22, 2024

How to create an Active list & Workflow to send Birthday Emails to Members

Hello, I hope someone can assist me with this. I'm trying to create an Active List to send Birthday Emails in HubSpot, but I'm having difficulty retrieving members' birthdays. HubSpot appears to only consider the current year (2024), meaning that n read more

Reply Contacts Lists Workflows

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 22, 2024 12:34

Hi @oaguirre9 , No need for an assisting list, you can do this directly in workflows 🙂 https://knowledge.hubspot.com/workflows/creat...read more

Solved

GPinder on November 08, 2024

Workflow automation after specific email sent and a property changes

Hello all I'm looking for a bit of help. I'm wanting to set up automation that recognises a property change after a specific marketing email has been sent, which will in turn create them into a deal. I know how to do the last part, just not read more

Reply Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 08, 2024 06:35

Hi @GPinder , You would have to set up a custom date property that is set to the current date by a workflow right when/after the email is sent...read more

Solved

jcoakley on October 30, 2024

Forms, Marketing Contacts, and Workflows

During HubSpot implementation I was directed by my consultant to not have individual Forms convert people to marketing contacts. Instead they directed us to use a Workflow that would gather all form submissions and mark people as marketing contacts. read more

Reply Forms Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 31, 2024 02:02

Hi @jcoakley , To me this mainly comes down to the question if you 'fear' that a sudden influx of submissions might push you over your marketi...read more

Solved

pinchvalve on October 30, 2024

Can you filter by a term in a workflow?

I have a request to route lead notifications based on keywords in a field. Currently, you can only use "Is Equal To" which works fine if the field has predefined options. We have a field where people describe their needs in a text box and we want to read more

Reply Professional Workflows

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 30, 2024 11:07

@pinchvalve if you choose a different branch type (and/or branch) instead, you'll see your regular filter options.

Solved

Tysonjohn on October 21, 2024

How to Create Effective Lead Nurturing Workflows?

I'm looking for tips on how to create effective lead nurturing workflows in HubSpot. I want to ensure that my leads are properly engaged throughout their buyer journey without overwhelming them. What are the best practices for segmentin read more

Reply Workflows

2 upvotes

1 Reply

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

October 21, 2024 10:44

Hey @Tysonjohn To create effective lead nurturing workflows in HubSpot, follow these best practices: Identify key criteria for segmenta...read more

Solved

bpz228 on October 18, 2024

Reply-to in Workflow Email

I have a workflow set up on form submission to send an "Internal Email Notification" to a few of our employees with a list of the property/values from the submission. I'd like to give them the ability to click reply and it will use the email address read more

Reply Forms Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 18, 2024 15:51

Hi @bpz228 , No, this is not possible. The sender / reply-address of a notification cannot be changed, but there are two potential workarounds...read more

Solved

jdv123 on October 03, 2024

How important is time zone sending when improving email engagement

Hi all, I'm looking to improve overall engagement for a client and they believe one of the problems is the large number of contacts missing their timezone, which is not allowing them to send based on localized time. They imported most of thier conta read more

Reply Contacts CRM Enterprise Marketing Email Workflows

0 upvote

1 Reply

Accepted solution

CSteinbach

Contributor

October 03, 2024 18:16

It has a level of importance, but is one of many factors when working to improve email engagement (like subject lines, content, sending domain health...read more

LVillalobos9 on September 17, 2024

How to send automatic email based on form submission?

Background: I created a (registration) form for events the company hosts. In the registration form, recipients can select a "Remote?" checkbox if they will be attending the event virtually. The form lives in several landing pages, as I create a ne read more

Reply Workflows

0 upvote

1 Reply

kennedyp

Community Manager

September 17, 2024 19:39

Hi @LVillalobos9 ! Welcome to the Community-- happy to have you here 😊 Given your set up with separate landing pages, it sounds like yo...read more

Solved

BrianPotter on September 06, 2024

How I'm using Landing pages, Forms, Zapier, ChatGPT, and Workflows to send hyper-personalized emails

Hey, HubSpot Community! 👋 I wanted to share an exciting automation I've been working on that has revolutionized our lead response process. By combining HubSpot, Zapier, and ChatGPT, we've created a system that automatically generates hi read more

Reply Marketing Marketing Email Workflows

7 upvotes

6 Replies

Accepted solution

BrianPotter

Contributor

September 09, 2024 09:39

You're welcome! Glad it helped!