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Solved
pahy96 on May 21, 2025
My organization has a number of tools available for free download. With each tool is a unique workflow that sends a series of nurture emails relevant to the tool's topic/content. I just realized that if someone downloads a bunch of tools in one go, read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 21, 2025 16:08
Hi @pahy96 , The best way to go about this, in my opinion, is to create a property, e.g. 'Currently in nurturing' which you set at the beginni...read more
Solved
MNeustadtl on May 14, 2025
Hi everyone, I’m setting up a training registration flow in HubSpot and would love some insight on how to properly trigger the creation of a custom object record from a form submission. Here’s what I’m trying to accomplish: ✅ What I’ve Bui read more
Accepted solution
Participant
May 15, 2025 09:09
Hi there, thanks for the tip! I was actually able to resolve my first problem (new record/custom object) by eliminating alltogether the "create recor...read more
Solved
KWalton7 on May 12, 2025
Hey! I'm pretty new to HubSpot and inherited it from an ex-colleague, so bear with me... We run a customer satisfaction survey through the platform, using a Form for the survey itself, emails and lists synced to SFDC. We have an established work read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
May 12, 2025 11:54
@KWalton7 thank you for the clarification — that definitely helps! Given that the issue happens when all 5 survey scores are identical within a s...read more
SmartListGhost on March 17, 2025
Hi all, I have an active workflow set up that I updated the timing on from Tuesdays, to Thursdays. (Specifically because there's an email that would have sent tomorrow, but needs updates that aren't ready.) However, when I click the 'contacts in act read more
Hall of Famer | Partner
March 18, 2025 00:43
Hi @SmartListGhost , Could you please share a screenshot of your workflow settings and where your contacts are currently showing as in action?...read more
Solved
STanaka on March 01, 2025
ワークフローで設定した自動送信メールの送信対象者で条件に除外した人は終了するようにしています。 終了後、ある一定の期間を設けて再度ワークフローを最初から再開するような設定にしたいのですが、どうすればいいでしょうか? 前提:最初のトリガーはダイナミックリストにしています。
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 01, 2025 15:13
こんにちは、 こちらでお答えしたと思います: https://community.hubspot.com/t5/Email-Deliverability/how-to-create-workflow/m-p/1116480#M3453 よろしくお願いします。
SharanBansal1 on February 18, 2025
Ready to turn your marketing automation from basic to brilliant? Join us on February 26th to master HubSpot's advanced automation and transform your 2025 strategy. Learn to build sophisticated nurture sequences, implement dynamic l read more
Recognized Expert | Diamond Partner
April 07, 2025 13:10
Hi @SharanBansal1 , It was such an informative and well-structured session along with the stats backing strong data throughout. Thank you to...read more
Solved
KHannahCX on February 12, 2025
Hi all, We are new to using HubSpot SMS and need to create an Inbound SMS Autoresponder workflow. We want to be able to send a canned SMS response to anyone who replies to an SMS, e.g., "I need help with," Your product has caused a problem," etc. read more
0 upvote
2 Replies
Accepted solution
Community Manager
February 12, 2025 18:56
Hey @KHannahCX ! Glad to hear you are trying out the SMS tool. @karstenkoehler shared a public beta for using the SMS action across workflow ...read more
Solved
ADoherty5 on February 07, 2025
Hello, I have set up workflows for our members who sign up to our webinars throughout the year, they receive a webinar link 24hrs before and a reminder on the day. However, we often get last minute sign ups who will not go into the normal enrolment read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
February 07, 2025 10:57
@ADoherty5 yes. If someone registers shortly before the webinar, they would still have their confirmation email – not necessarily requiring a separ...read more
Solved
SmartListGhost on January 13, 2025
What would be the best course of action for assigning new leads a state/region if I don't include that as a field on the form I'll be using? I know there's IP state/region but that it can be iffy, so just curious if anyone has attempted this and cre read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 00:17
Hi @SmartListGhost , One option would be enriching contacts through this new beta: https://knowledge.hubspot.com/records/enrich-your-contact-...read more
Solved
CODonnell185 on December 04, 2024
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
Accepted solution
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
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
Accepted solution
Recognized Expert
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
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
Accepted solution
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
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