Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach rem read more
Hi @MariannaC ,
Correct – recurring tasks cannot be created in workflows, this option does not exist (yet). To create tasks on a recurring bas...read more
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task.
You could create a ...read more
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments.
What read more
Hi @LizCoralli ,
Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...read more
I'm creating a workflow that will automatically trigger a task based on a customer meeting the parameters. When I tried to create a customer that suited these parameters to test, I got the error message: " [CONTACT] would not enroll because the work read more
Hi @paigeleslie ,
The field is empy (see "Close date" right under "Deal information"), that's why HubSpot is returning an error. If there isn'...read more
My main Task tab is not showing at all, and when I go into a contact's information, all it lets me do is create a note. I can not assign a task or activity or call, etc... only a note. So I can't make ANY tasks whatsoever!! Anyone know why? What am read more
OK. I figured it out... I guess. I had to click "create a deal" in the side bar of my contact. THEN it applied the CRM features so I could create tas...read more