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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
PMenkar1 on November 07, 2024
Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called "Events" I have created association between custom object "Events" and contacts. I am able to associate contacts to custom object "Events". Now I wo read more
Accepted solution
Hall of Famer | Partner
November 07, 2024 14:41
Hi @PMenkar1 , If you have figured out the calculation property for the number of associated contacts (a roll up property) then your other pro...read more
Solved
DSarti on November 07, 2024
Goodmorning everyone, My company collaborates with many external operators, who rotate doing different activities in different dates. We have an excel file with their names, surnames, emails, date and type of activity they have to perform. Is ther read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 07, 2024 09:23
Hi @DSarti , Yes, you can import tasks into HubSpot, see here: https://knowledge.hubspot.com/import-and-export/import-objects ...read more
DParisi on November 07, 2024
Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to cre read more
Community Manager
November 07, 2024 16:49
Hey @DParisi , thank you for your post. You could try reviewing the way you extract and handle the phone number property in the event. Check...read more
Solved
Anupa_Dayaratne on November 07, 2024
Dear Contributors, We are currently in the implementation phase of HubSpot and leveraging workflows to automate key aspects of our operations. As we integrate workflows extensively, we have several questions and would appreciate your insights to read more
2 upvotes
4 Replies
Accepted solution
Hall of Famer | Partner
November 07, 2024 03:23
Hi @Anupa_Dayaratne , Happy to help here. This depends a lot on the exact use cases and requirements. My general recommendation is to appr...read more
Solved
Anupa_Dayaratne on November 05, 2024
In HubSpot currently, we can only enroll in a workflow by using an association label. We can't re-enroll to a workflow using association labels. This is my first concern. My second concern is when we configure the workflow enrollment, we can't c read more
3 upvotes
8 Replies
Accepted solution
Hall of Famer | Partner
November 06, 2024 07:34
@Anupa_Dayaratne you would have to create a custom calculation property (type rollup) on the deal object that counts how many associated companies ...read more
ZDev on November 01, 2024
Flow: - Hubspot Companies to Netsuite Customer - Hubspot Opportunity to Netsuite Opportunity Question: Does the connector store Netsuite Internal IDs in Hubspot when synced? I'm assuming yes because it's able to handle updates - but on which p read more
0 upvote
3 Replies
Member
November 04, 2024 11:55
Hello, Netsuite Internal ID is the unique identifier of the record. If in Hubspot say a company, https://app.hubspot.com/contacts/46126923/record/...read more
Solved
RRezvanian on November 01, 2024
I created a workflow with custom code to fix misspelled gmail domains, so for example jane@gmai.com would update to jane@gmail.com . I put the code into the workflow, tested a contact, and the test says it was a success, but the contact's email n read more
0 upvote
1 Reply
Accepted solution
Community Manager
November 01, 2024 17:31
Hey @RRezvanian , happy Friday! It sounds like you’ve set up the workflow correctly, but the email field might not be updating due to permi...read more
NigeMc on October 31, 2024
I seem to have issues using the ScanBizCard App to load new contacts. Any thoughts?
0 upvote
1 Reply
Hall of Famer | Partner
November 01, 2024 09:14
Hi @NigeMc , Could you be a bit more specific? What exactly are you experiencing, what are you doing – step by step – and what is the current ...read more
Solved
justinlu on October 28, 2024
Hello Everyone! I have a very specific problem that I need help solving for within HubSpot contact properties/workflows. Situation: We have a form that collects users' age with 3 separate properties - DOB Day (dropdown select) - DOB Mont read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 29, 2024 01:03
Hi @justinlu , Is there a reason why you're not simply using a regular custom date property? https://knowledge.hubspot.com/properties/propert...read more
Solved
00000 on October 28, 2024
How can we reference the account's timezone in the timezone field when formating date and time through workflows? Organization wants the time a property is changed to be stamped into a text property string so this information is visible for user read more
Accepted solution
Top Contributor
October 30, 2024 10:53
Issue with screenshots solved- cannot see in Firefox browser and need to update my settings.
Solved
WhitneyLM on October 24, 2024
Hey there—I am fairly new to a team that had an existing Hubspot account that was set up before I started. Our Hubspot is huge, and we have lots of employees adding, updating, and generally managing our account. To say things are a mess is an unders read more
0 upvote
9 Replies
Accepted solution
Key Advisor | Gold Partner
October 24, 2024 14:57
Hi @WhitneyLM As a HubSpot Partner we've found most organizations – to put it politely – have a mess in HubSpot. So, as @karstenkoehl...read more
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