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Felipe-CS
Contributor | Platinum Partner
Contributor | Platinum Partner
Member since ‎Oct 18, 2021
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  • Upvotes Given
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Felipe-CS on December 30, 2022
Auto Global Opt-Out
How we can automatically apply a global opt-out to contacts that request it? I see I have a step for "manage subscription status", but this won't allow us to apply a global opt-out. Even if we unsubscribe from all of the "communication subscription read more
Reply Discussion
0 upvote
6 Replies
Felipe-CS
Contributor | Platinum Partner
January 04, 2023
Hi Karsten, thanks for replying. So yes, I meant workflows by "automatically" but if there is another way, like using Hubspot API, Third-party tools,...read more
Solved
Felipe-CS on December 30, 2022
Auto Global Opt-Out
How we can automatically apply a global opt-out to contacts that request it? I see I have a step for "manage subscription status", but this won't allow us to apply a global opt-out. Even if we unsubscribe from all of the "communication subscription read more
Reply Discussion
0 upvote
6 Replies
Felipe-CS
Contributor | Platinum Partner
January 04, 2023
Hi Karsten, thanks for replying. So yes, I meant workflows by "automatically" but if there is another way, like using Hubspot API, Third-party tools,...read more
Solved
Felipe-CS on December 30, 2022
Auto Global Opt-Out
How we can automatically apply a global opt-out to contacts that request it? I see I have a step for "manage subscription status", but this won't allow us to apply a global opt-out. Even if we unsubscribe from all of the "communication subscription read more
Reply Discussion
0 upvote
6 Replies
Felipe-CS
Contributor | Platinum Partner
January 04, 2023
Hi Karsten, thanks for replying. So yes, I meant workflows by "automatically" but if there is another way, like using Hubspot API, Third-party tools,...read more
Solved
Felipe-CS on September 23, 2022
Copy Deal Stage to a Contact Property
Hello, My marketing team has suggested having a contact property that receives the Deal Stage, so they can export and analyze data without having to worry about associating deals and contacts. They would rather just export the contact database a read more
Reply Discussion Marketing Workaround Workflows
0 upvote
3 Replies
Felipe-CS on July 26, 2022
Store Historical Values of a Date Property
Hello, Our team currently measures lead conversions by counting contacts that received a date stamp in a property called Recent Lead Conversion. This stamp is set when the contact has filled the relevant forms which are triggers in a workflow. read more
Reply Discussion Contacts CRM Marketing Reports
1 upvote
5 Replies
Felipe-CS
Contributor | Platinum Partner
August 30, 2022
Hello, would you be able to know if a solution that covers issue exists or if a workaround has been implemented by other users in a similar situation...read more
Solved
Felipe-CS on July 05, 2022
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, le read more
Reply Discussion Contacts CRM Marketing Sales Workflows
0 upvote
5 Replies
Felipe-CS
Contributor | Platinum Partner
August 30, 2022
In my case, we needed a 48h delay always. In the situation you mentioned, the contact is going through the weekday delay on Friday, then stops for 48...read more
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