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 Beitrag ansehen
Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏
Is there something that's costing you a lot of tim...Beitrag ansehen
Hello I am looking for a work around for being able to see what queued up emails are waiting to be sent from a workflow in the contact screen. I want to be able to see that there is an email waiting while I am looking in a specific person's cont Beitrag ansehen
Hi @nvawh ,
This can unfortunately not be done with tasks, no, as workflow can currently not close tasks.
In general, HubSpot does not h...Beitrag ansehen
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then Beitrag ansehen
Hi @BButterfield ,
This should be pretty straight forward 🙂
First, you would create a company-based list of contacts that are associa...Beitrag ansehen
Hello, I'm seeking insights from our community regarding our approach to updating our promotional materials. Periodically, we refresh our whitepapers, brochures, and catalogs to align with emerging trends and introduce new products. As a result, th Beitrag ansehen
Hi @SBlocq ,
If we're making small updates (i.e. a pricing change, refreshing some stats, or the name of a service changed), we'll replace th...Beitrag ansehen
I made a workflow where I send out a weekly email to all my B2B clients. Based on their behaviour in this email (clicked on a link), I have made a branch to send an internal email or not. Now I'm not sure if the branch will activate based on their Beitrag ansehen
Sure: here's what you see: the workflow automatically starts every Monday at 10 am (to one of my contact lists filled with b2b customers) 1) e...Beitrag ansehen
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 Beitrag ansehen
Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏
Is there something that's costing you a lot of tim...Beitrag ansehen
Hi There, I want to create a workflow for sending reminder emails leading up to an event based on a form submission. The emails say five weeks to go, four weeks to go, three weeks to go, and so on... I'm aware that some people might join three w Beitrag ansehen
Hi @BdeBruyn ,
Using the action options I shared in my earlier reply ("Yes, add a branch"), this is what such a workflow could look like:
...Beitrag ansehen
If I use "Go to workflow" action in a workflow, will the contact be removed from the current workflow? I want to send a set of contacts to a welcome automation from a separate automation. I would also still like to keep them in this separate automa Beitrag ansehen
Hi @KInnanmaa ,
No, they will not be removed. They will enroll in the second workflow in parallel but remain in the first one and complete rem...Beitrag ansehen
Hi
We use an external business to take messages and they then send the message to us via email. As the current system is then set up to create contacts and deals from the connected inbox, we are now getting multiple messages within one contact Beitrag ansehen
Hi @DGilbert9 ,
Thanks for reaching out to the Community!
I wanted to share this knowledge base article about associations in HubSpot a...Beitrag ansehen
Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need Beitrag ansehen
Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...Beitrag ansehen
I've created a workflow that creates a deal from a form submisison. From the form submission, am I able to populate the company association (not the company name) for the deal through the workflow? Or do I need to link the contact to the compan Beitrag ansehen
Hello! I am spinning up a technical webinar series and looking for ideas of how best to streamline the process. Ideally, I'd like to have a single landing page with a short description of the upcoming events (3-5 at a time). I would l Beitrag ansehen
Hi @zacbadgley ,
When you create a form field, that would be the same as a contact property. In the enrollment criteria of a workflow, you wou...Beitrag ansehen
We have a series of related courses for new users - 5 webinars over 2 days. We want to use one HubSpot form to enroll people in all 5 Zoom webinars. I created a workflow that is triggered by the form fill, but people are not being added to all 5 Zoo Beitrag ansehen
Hi @ATeall ,
Yes, this is possible, by chaining the "Add to Zoom webinar" action 5 times in your workflow.
Can you share a screenshot of...Beitrag ansehen