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Solved
MPedraza3 on November 27, 2024
Hello there! How can I visualize in the list of customers the ones that are repeated?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 27, 2024 09:44
Hi @MPedraza3 , That depends on how exactly you document purchases – but assuming that it's won deals, you could approach it with a custom cal...read more
Solved
EVatsev on November 27, 2024
Hello, I am creating a deal based workflow that will add deals to a list when a deal contains a specific line item. I created a static list, tested the workflow and it does what it's purpose is. However, it created a list automatically. Thes read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 03:33
Hi @EVatsev , Workflows don't create lists on their own. What you're experiencing are likely the lists that you can create as a preview of rec...read more
Solved
dthomp43 on November 11, 2024
Hello! I need a bit of help creating a workflow. I have a deal stage titled "Will Churn" and I would like to setup a workflow that automatically updates the deal stage to "Closed Lost" on the deal's contract end date. e.g. A customer gives chu read more
Accepted solution
Hall of Famer | Partner
November 12, 2024 00:05
Hi @dthomp43 , You would add that condition in the enrollment criteria, not in the 'Edit record' action. In the enrollment criteria, add...read more
Solved
kieranknock on September 13, 2024
Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.
Accepted solution
Hall of Famer | Partner
September 13, 2024 11:05
Hi @kieranknock , Yes, this is best done by creating a calculation property, in this case a deal property of the type calculation which I woul...read more
Solved
CMartin20 on July 08, 2024
My custom deal views keep resetting when I leave or refresh the page. I create a new view, updated the columns to what I want and change all the filters to create the view I am looking for. As soon as I leave and return to the page or refresh the pa read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 08, 2024 15:34
Hi @CMartin20 , You need to save the view for it to persist: https://knowledge.hubspot.com/records/filter-records-and-save-views#filter-recor...read more
Solved
MPenfold on June 24, 2024
We use a lot of workflows for email campaigns and the automatic switch-off feature has been a godsend. However, it would be great if we could filter the workflows on the list page by whether they're set to automatically switch off or not, or even b read more
1 upvote
3 Replies
Accepted solution
Guide | Platinum Partner
June 29, 2024 10:48
Not from the UI. but you can get around this with code (a programmer). Maybe event get a nice list in a spreadsheet. Cheers.
Solved
EStevanovic on May 22, 2024
Is it possible to change the 'close date' to 'created date' in the Deals columns?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 22, 2024 10:41
Hi @EStevanovic , Yes, you can find a step by step instruction here: https://knowledge.hubspot.com/object-settings/select-properties-to-show-...read more
Solved
rulpats on January 27, 2024
Hi team, I am trying to get a list of names where I could find the number of webinars attended equals 2 after a particular date (Nov 1). So I am using AND filter to combine both. The issue is the Zoom webinar occurred date filter only allows/says read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 27, 2024 12:05
Hi @rulpats , This is not possible via list filters, as far as I know, due to the fact that Zoom events don't behave like an object in HubSpot. ...read more
Solved
JGibbs4 on January 11, 2024
Hi there, I am pretty sure there isn't a way to get this done, but I wanted to confirm. Background: We have created a "Contract" custom object and a "Project" custom object. Projects are associated with the Contract, and a company could ha read more
Accepted solution
Hall of Famer | Partner
June 19, 2024 02:38
Hi @JGibbs4 , Good news, this is now possible! New Workflow Actions for Associations June 18, 2024 What is it? Admin...read more
Solved
BrettloweAUS on October 17, 2023
Hello, What I'm looking to do is to have a field contact attempt that updates each time we call customers and we are not able to connect with them. The call type is called NA. (note this is not the outcome) The process for the account mana read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 18, 2023 00:06
Hi @BrettloweAUS , You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was ...read more
hubmetropolis on March 17, 2023
I know that I can make certain fields searchable , but I'm looking for the syntax to be able to search only within that specific property in the global search bar. Example: I want to search within Companies within the field named "company_se read more
1 upvote
1 Reply
Community Manager
March 20, 2023 04:27
Hi @hubmetropolis , Thank you for reaching out to the Community! I wanted to invite our subject matter experts to see if they have any ...read more
Solved
RSiddula on January 20, 2022
Hello Community, I am trying to remove the not useful data (all objects i.e. contacts, companies etc) on Hubspot by checking some filters like, Company URL is unknown AND Company Website is unknown AND My_Org ID is known (This is auto g read more
1 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 21, 2022 08:21
Hi @RSiddula , If you want to reduce the number of contacts, here are a few ways you could approach this: Email is unknown: These contac...read more
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