Dear HubSpot Support Team, We are HubSpot partners and have completed testing complex workflows in the Sandbox environment featuring many custom codes. We are now ready to deploy it to the Production environment. Could you please confirm if the read more
Hi everyone, We have the " Assign company owner to contact by default " setting turned on in our account, but I've been told that it does not send notifications when the automation is triggered. Is there a setting I can configure to notify read more
Quiero automatizar el proceso de copiar la información del campo "servicio" de un contacto al formulario de negocios. ¿Cómo puedo hacer esto usando workflows?
Hola @Iscrisvesu
dependiendo de si vas a necesitar esa información o solo visualizarla
tienes diferentes opciones como las sync properties, ...read more
How do you create a workflow to make sure any old contact owners are removed and replaced with the company's current company owner? For example I am the company owner of ABC Company. Bill, who is on the support team, reaches out to a new cont read more
@NCannefax you could decide, when turning on this workflow, whether to apply this to existing records or only to records that meet the criteria aft...read more
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Hi @BButterfield when you build a Custom Report, you can select additional data sources, if you include Companies then you can pull the company nam...read more
Hi, I hav just setup my Hubspot account and want to integrate with my Fathoms app account. I went on and found it and successfully went through installation. I want to use the DataSync option now to transfer already existing calls that I did with p read more
I am looking for a way to push a contact through a workflow that it is always checking for when the call outcome is connected . When connected it goes one way but if within 5 days it does not become connected it goes another way. I don't want to put read more