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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

4 upvotes

4 Replies

MiaSrebrnjak

Community Manager

March 22, 2024 13:33

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...read more

nvawh on April 18, 2024

Seeing queued up workflow emails work around

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 read more

Reply Contacts Tasks Workflows

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 19, 2024 00:15

Hi @nvawh , This can unfortunately not be done with tasks, no, as workflow can currently not close tasks. In general, HubSpot does not h...read more

Solved

BButterfield on March 25, 2024

Automated email to lost deals

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 read more

Reply Knowledge Base Marketing Sales Workaround Workflows

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 26, 2024 01:05

Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more

Solved

SBlocq on March 19, 2024

Best practices for updating downloadables

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 read more

Reply best practices Forms Marketing Email Workflows

0 upvote

2 Replies

Accepted Solution

Whathcock

Top Contributor | Diamond Partner

March 19, 2024 08:40

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...read more

JLeyder on March 08, 2024

Recurring workflows branches based on email activity

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 read more

Reply Workflows

0 upvote

2 Replies

JLeyder

Member

March 08, 2024 07:15

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...read more

PamCotton on February 29, 2024

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

Reply Announcement best practices Workflows

4 upvotes

4 Replies

MiaSrebrnjak

Community Manager

March 22, 2024 13:33

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...read more

Solved

BdeBruyn on January 29, 2024

Workflow Leading Up To Event

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 read more

Reply Workflows

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 29, 2024 04:48

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: ...read more

Solved

KInnanmaa on January 15, 2024

If I use "Go to workflow" action, will the contact be removed from the current workflow?

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 read more

Reply Workflows

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 15, 2024 05:57

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...read more

Solved

DGilbert9 on January 03, 2024

Multiple contacts being created via an external email address - how can I separate them out?

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 read more

Reply Workflows

0 upvote

2 Replies

Accepted Solution

kvlschaefer

Community Manager

January 04, 2024 06:19

Hi @DGilbert9 , Thanks for reaching out to the Community! I wanted to share this knowledge base article about associations in HubSpot a...read more

Solved

DerekBallantyne on January 02, 2024

Recreating automations and journeys from Salesforce Marketing Cloud

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 read more

Reply Enterprise Getting Started How-To Quick Tutorial Workaround Workflows

0 upvote

4 Replies

Accepted Solution

vikassharma

Participant

January 16, 2024 01:33

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...read more

Solved

JPescini on December 05, 2023

Company name on form submission >> Company deal association

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 read more

Reply Workflows

0 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 06, 2023 00:08

Hi @JPescini , Some integrations like Associ8 let you define associations through workflows. Best regards!

Solved

zacbadgley on December 05, 2023

Events forms with drop down options

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 read more

Reply best practices Custom Objects Forms Integrations Workflows

0 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 05, 2023 14:14

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...read more

Solved

ATeall on October 05, 2023

Creating a workflow for one form fill to enroll in multiple Zoom webinars

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 read more

Reply Workflows

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 06, 2023 00:13

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...read more