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
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
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
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
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.
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
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
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
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
Hi @EStevanovic ,
Yes, you can find a step by step instruction here: https://knowledge.hubspot.com/object-settings/select-properties-to-show-...read more
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
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
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
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
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
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
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