Profile

jrtbv
Contributor
Member since ‎Feb 2, 2023
Message
  • solutions
    0
  • Replies
    18
  • Upvotes Given
    13
  • Upvotes Received
    8
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Olaf Moczydłowski

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
jrtbv on July 04, 2024
Workflow that pings when contract is up for Renewal.
Hi, Can You please help me build a workflow that would ping owner of the company of the upcoming contract renewal based on the property "Contract renewal date"? I'd like a workflow to ping owner 1 year, 6 months and 3 months before the renewal.
Reply Discussion Professional
0 upvote
3 Replies
jrtbv
Contributor
July 04, 2024
Thanks Karsten! One question: what if the renewal date is more than 365 days? Sometimes its 2 or 3 years.
Solved
jrtbv on July 04, 2024
Workflow that pings when contract is up for Renewal.
Hi, Can You please help me build a workflow that would ping owner of the company of the upcoming contract renewal based on the property "Contract renewal date"? I'd like a workflow to ping owner 1 year, 6 months and 3 months before the renewal.
Reply Discussion Professional
0 upvote
3 Replies
jrtbv
Contributor
July 04, 2024
Thanks Karsten! One question: what if the renewal date is more than 365 days? Sometimes its 2 or 3 years.
Solved
jrtbv on May 10, 2024
Pipeline + Prospecting monthly raport.
Hi, I'd like to create a monthly report that sends a snapshot or a summary of the current pipeline and the second report that would send the same info but containing "Prospecting" summary. Is it currently doable?
Reply Discussion Professional
0 upvote
2 Replies
Solved
jrtbv on April 03, 2024
Automatic leads creation based on activity.
Hey, I'd like to add some sort of lead-gen automation to my Hubspot. Is there a way to create a workflow or other solution for Hubspot to automatically add Leads to prospecting (or create contact/company list) via workflow based on company/contact read more
Reply Discussion Professional
0 upvote
3 Replies
jrtbv
Contributor
April 03, 2024
That sounds good, but can the workflow add contacts/companies directly to the "Prospecting" as "Leads"?
Solved
jrtbv on April 03, 2024
Automatic leads creation based on activity.
Hey, I'd like to add some sort of lead-gen automation to my Hubspot. Is there a way to create a workflow or other solution for Hubspot to automatically add Leads to prospecting (or create contact/company list) via workflow based on company/contact read more
Reply Discussion Professional
0 upvote
3 Replies
jrtbv
Contributor
April 03, 2024
That sounds good, but can the workflow add contacts/companies directly to the "Prospecting" as "Leads"?
Solved
jrtbv on February 06, 2024
Workflow question.
Hey, I got two questions regarding my workflow: 1. If a company enrols in the workflow and it stays in the "Delay" action, can I manually force it to go to the next step? 2. If Email is sent to contacts with this particular label, it will onl read more
Reply Discussion Professional
0 upvote
2 Replies
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.