Shocked by how difficult I am finding this CRM to configure really standard practice automated flows that I’ve manaaged effortlessly in 5 or 6 other platforms. I know exactly what I want to do but it feels like the criteria is goobledygook and I don’t trust it.
1. I want a Cart Abandon flow for orders that are not completed within an hour (I assume this is state Abandoned). I used the existing template ‘Send abondoned cart emails’ but can’t see a way of only selecting specific products – I do not want it to run for certain product lines. And I can’t find clarity on the timeframe for the Abandoned state.
2. I want a Browse Abandon flow for product pages that contain a certain piece of url. I want to wait an hour after they’ve viewed at least two pages, and I only want this to go to people that have not made a purchase in the last 30 days and also aren’t in the above Cart Abandon flow.
Am I trying to do something unreasonable? Are these genuine limitation of Hubspots? Cause my list of ‘issues’ is getting long enough it might be easier to put a business case together to move away from what I’ve inherited.