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Solved
LPedretti on January 27, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 27, 2025 09:03
Hi @LPedretti , Unfortunately not, no, it's one way to the sandbox, not back. Other users have requested this before: https://community...read more
Solved
peytondonnell on January 02, 2025
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
Accepted solution
Hall of Famer | Partner
January 02, 2025 11:55
Hi @peytondonnell , I am not aware of a dedicated setting for this, unfortunately. A workflow is likely the fastest route to a solution. ...read more
Solved
Iscrisvesu on August 01, 2024
Quiero automatizar el proceso de copiar la información del campo "servicio" de un contacto al formulario de negocios. ¿Cómo puedo hacer esto usando workflows?
1 upvote
1 Reply
Accepted solution
Most Valuable Member | Platinum Partner
August 01, 2024 12:55
Hola @Iscrisvesu dependiendo de si vas a necesitar esa información o solo visualizarla tienes diferentes opciones como las sync properties, ...read more
Solved
NCannefax on May 14, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2024 09:14
@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
Solved
BButterfield on March 01, 2024
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
Accepted solution
Hall of Famer
March 02, 2024 09:38
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
Solved
TTodorov on February 13, 2024
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
0 upvote
1 Reply
Accepted solution
Key Advisor | Diamond Partner
February 13, 2024 10:52
Hey @TTodorov Kindly go through this article here this can be helpful in your case: https://help.fathom.video/en/articles/448832 ...read more
CJohnson38 on June 02, 2023
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
0 upvote
3 Replies
Community Manager
June 05, 2023 14:07
Got it, thank you for the update @CJohnson38 !
Solved
MWee8 on February 27, 2022
Hi all, I want to create a workflow to update a Google Spreadsheet, but I am unable to find the spreadsheet to update. How can I troubleshoot this?
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
February 28, 2022 01:31
Hi @MWee8 , Unfortunately not, but you can ask HubSpot support, they can let you know who installed the Google Sheets integration. Best ...read more
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