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
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
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
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
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
@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
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
Hi @SmartListGhost ,
Could you please share a screenshot of your workflow settings and where your contacts are currently showing as in action?...read more
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Hi @SharanBansal1 ,
It was such an informative and well-structured session along with the stats backing strong data throughout. Thank you to...read more
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
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
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
@ADoherty5 yes. If someone registers shortly before the webinar, they would still have their confirmation email – not necessarily requiring a separ...read more
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
Hi @SmartListGhost ,
One option would be enriching contacts through this new beta: https://knowledge.hubspot.com/records/enrich-your-contact-...read more
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
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
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
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