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  • MOPerations Weekly: Thursday, June 20th, 2024

MOPerations Weekly: Thursday, June 20th, 2024

#1 - A little about my week

Hi, and welcome to the third edition of MOPerations Weekly! Last week there was no digest due to the holiday of Shavuot, but I am excited for this one! Wanted to say thank you for all the feedback up until this point, it has been a blast creating these so far. On a personal note, it’s my baby’s 1st birthday today!

In This Week's Newsletter

A Weekly Tip

Credit to the amazing Danielle Vigoda for teaching me this one: Currently on HubSpot, there is no Last Form Submission Property, meaning that it is impossible to filter a Workflow or List based on last form fill. So according to out-of-the-box features, there is no way to easily set up one Workflow to send out an automatic email after a form submission (sure, there is a way to do it on each form itself, but that is much harder to manage). And also, if you want to easily add people who filled out a form to a Salesforce Campaign for example, there isn’t really a way to do it based on recency, meaning the if/then logic would always go to the first one.

The trick is to create a Last Form Filled Property, which has the list of the forms you want Leads to fill out. Put it on the Form, and it will overwrite the existing Property if it is there. This means you can use it in a regular logic branch, enabling you to filter truly on the “last form filled”.

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