CRM

I'm trying to create a workflow that creates deals associated with a company. The full scenario is, I have a deal associated with several companies, those companies are labelled as "Bidders", they exist in a deal pipeline called "Sales Pipeline", w...

I want to create a workflow whose trigger depends on the association label between a deal and a company, howeve I can't seem to find this as an option. Any work arounds?

Hi all, Question for the Hubspot world: Is there a way to block filed updates if the field has a value. So the idea is to allow things like the Breeze enrichment to happen on fields where the field value is empty, but if there is an existing val...

There are currently two spaces within hubspot to view leads; sales workspace and leads (beta). In the sales workspace, our team CANNOT view all leads, even if we add a filter specifically wanting to view leads created by other users/teams. Because o...

We have somes products that we don't want to be discounted, it's human error if it happens but we'd like to be able to make it so there is no chance a discount can be appled to them. We can't see how we can set this up? As a work around we have...

Hi there. This is 100% a hail mary, but I'll try anything rather than what I'm looking at.... So, we now have Country neatly created as a dropdown field in our records, and we have the same for country code. I'm looking for a way to "pair" t...

I can't find groups dedicated for calculated properties and I'd like to connect with people here who have vowed not to use workflows but go mental with calculated properties. I have some questions and I want to learn best practices. I'm starting to...

I have a workflow that copies a calculation property (called "payout calculation") to another property ("payout"), but in certain cases I will manually need to edit the "payout" property. In cases where I have manually input the property, I don'...

We have an issue where Account information syncing from Salesforce is overwriting existing Hubspot Company information. Scenario: 1. New Contact comes into Hubspot (eg testcontact@disney.com ), Company is auto-created from the Contact's email ...

Hi all, I was at a HubSpot tech event, and community member Justin Givens helped me with the signature. It's pretty straightforward. You must add style formatting to your signature. 1. Goto Settings->General->Email-> Manage email sign...

Hey all, The background of the problem I am struggling with: We have 10+ HubSpot user accounts used only for having objects assigned to them. There is no real person behind these accounts; we assign records from different countries to them s...

Hi, For context, we have specific rules we follow in attributing our contacts and deals. We base our deal attribution based on the outcome of a stamped value on the first associated contact on a deal. To keep it short we have a contact calculated p...