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
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
Hi! I am trying to implement A/B testings in automatic workflows but I can't find the option. So I created multiple workflows with different variables but it takes time and there is a possibility of errors in the workflows. Thanks for the help! read more
Hello! From working with customers on various email automation campaigns and working through deliverability questions that naturally come up, I wanted to compile a post that includes best practices on email automation (specifically marketing email read more
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al read more
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At HubSpot, when we look at t read more
Hello, I was trying to copy a picklist property to a multi-line text field property via a workflow. But it seems to be weird as the value does not change in Hubspot. I tried testing it with various contacts. Any advice on this please?
we want to set up a flow with nurturing emails BEFORE a webinar.
Once a participant is registered, we want to send a series of nurturing emails.
In principle this can be done nicely with the date-based trigger.
Date is the webina read more