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CRM & Sales Hub

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Workflow - Send email to External email from custom object
- Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
Best Practice for populating Contacts and Companies "name"?
- Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
"Network" linked to company profiles
- I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
Changing deal stage after customer reply
- Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

dmattauch on April 24, 2024

Edit activity property in workflow

Hi, I can't create an "activity" workflow. And i can't have 'activity" in the list of object to edit when selecting "set property value" Even in zapier, i can't select activity as an object to find associations and edit. How can i a read more

Reply Discussion Professional Sales Workflows

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @dmattauch , This is unfortunately not possible. Neither does HubSpot offer activity-based workflows, nor is it possible to use the "Set pr...read more

Fergee01 on April 24, 2024

I would like to add resource to a deal.

We are interested to allocate resource to each deal, so at quote stage we can add in generic resource e.g. Engineer 12 days, Analyst 6 days etc. Then when won we can allocate named resource. This should allow us to forecast resource required and als read more

Reply Discussion Deals

0 upvote

0 Reply

OBetzalel on April 24, 2024

Change a property value automatically based on date

Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now read more

Reply Discussion Professional

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

@OBetzalel "Expiration date is more than 0 days ago" should work. That would enroll deals where the expiration date is in the past.

JMOT on April 24, 2024

Pre-filled forms for onboarding

Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t read more

Reply Discussion best practices

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @JMOT , I recognize those colors from an earlier reply of mine haha. Yes, HubSpot uses the email address as unique identifier. As lon...read more

RPG on April 24, 2024

Periodically create task for contacts with no activity

Hey Guys, I want to create a workflow, that nudges sales people, if there is no activity for a contact. What I did is → contact enrollment trigger → Last activity date is 30 days ago" and then create a task. This works well, but I've noticed read more

Reply Discussion SNA

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @RPG , Add a "AND Last activity date is known" and enable reenrollment (check the box) for that trigger. That should do the trick 🙂 ...read more

M0nna on April 24, 2024

Deleting Meeting Logs for Unknows Contacts

Hi, Is it possible to delete meeting logs were record ID become Unknown Contacts? We are syncing HubSpot with HR system to manage countacts. When we testing for meeting log, system sync failed and contacts with meeting logs were deleted, but read more

Reply Discussion Contacts Meetings

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