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ShellyL
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Member since ‎Mar 4, 2020
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Shelly Lundahl

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Solved
mwilliams on April 09, 2018
Two unrelated records merged
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
Reply Discussion
9 upvotes
21 Replies
ShellyL
Participant
August 30, 2022
Thank you for replying to my question quickly. I'm tying to bind the best way to prevent this from happening in the first place. Often the mismatch is...read more
Solved
mwilliams on April 09, 2018
Two unrelated records merged
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
Reply Discussion
9 upvotes
21 Replies
ShellyL
Participant
August 30, 2022
Thank you for replying to my question quickly. I'm tying to bind the best way to prevent this from happening in the first place. Often the mismatch is...read more
wredek on August 10, 2018
Chat properties for workflow triggers
It would be great if there was an option to use conversation properties for workflow triggers. Specifically, if we could have "chat agent" as an option so we could create workflows to assign tasks or send emails to the internal team managing liv read more
Reply Idea Workflows
57 upvotes
19 Replies
ShellyL
Participant
August 11, 2021
Glad you added Chatflow triggers to Workflows. I'm looking for a way to trigger an internal notification based on the visitor's text content. We ar...read more
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