CRM

It seems like a breaking change has been silently made to the behavior of the 'copy property' logic in HubSpot. Historically, and per the published documentation (last update June 2024), if an enumerated property is copied to a text property in, fo...

Hey All, I have a Lead Source issue. I have created a few Lead Source assignment workflows based on the different sources our leads can come from i.e. an event/webinar etc. When they get originally created I want the source to fill out Lead Sour...

Is there a way to send a deal owner and manager an internal email when a new deal is created (regardlessof stage). That way when sales support enters the deal, the rep knows it is ready automatically

Hi everyone, can anyone walk me through how to set up a workflow that enhances data using already existing data in HubSpot? For example, a lot of our accounts are missing state info, but have a zip code on file. Can I set up a workflow that automati...

I am implementing a system where we would mainly work inside Parent companies. All activities would be logged on the parent rather than any of the child. Because of this it would be great to have all the contacts from child accounts in the Pare...

I have a lot of workflows that are triggered based on date properties. I want to know the best way to format the triggers for the following scenarios: - (date property) is yesterday - (date property) is today - (date property) is tomorrow So I...

Hi, I am currently sending all my Hubspot Contacts to Google Sheets using the Automation Workflows. The issue I currently have is that if I delete a Hubspot Contact, the contact is not deleted in Google Sheets. I understand there is curr...

How do I set up a workflow to automatically change the meeting type of the very first meeting added to a record? I have tried the trigger of when a meeting is created, but cannot figure out how to set it up so that the filtering only changes the mee...

Hi All, Big thanks to @karstenkoehler for showing me the new Custom Associations in Hubspot Workflows! I am now running in to an issue, where they may not be an answer but thought I'd ask. Has anybody found a way to associate contacts with...

I am planning a new Deal process that would involve using an Approval stage. I've been testing it and realised something critical. And please tell me if this is somehow wrong and I botched it up somehow. So if a Deal is sent for Approval the ...

In a workflow, when rotating a record and using the Team option - does it rotate between users on that team? So it behaves the same as rotating to specific users, just that the specifics users are members of the team?

Hi community! I am currently looking on a process to maintain a date property which store currenty date, at deal level. I have tried to setup the workflow described here: https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-dat...