CRM

The use case that I'm experiencing is that I have a sales team who instead of following a round-robin lead assignment process, assign leads to their reps based on what rep is available that day. For example, on Mondays and Wednesdays, leads coming i...

Hi, I am wanting to compare two properties on the same object to set another property on the same object. The three properties are on the Deal object: 1. Deal owner 2. Company owner 3. Is a match This is the scenario: Deal owner = Ja...

Hi All! I have a lot of Workflows that creates tasks and I'm thinking some might be repetitive but I don't have full memory of the exact workflows that creates tasks, is there any way I can apply a filter to have better visibility of those? ...

Hi there, We've recently had a customer reporting an issue where their messages containing Greek characters are not being formatted correctly. As an example, the text input in the workflow action setup looks like this: Γεια σου κόσμο! δοκι...

I want to send a email when a property in my custom object (last login date) crosses 45 days and the email should be sent to the custom objects email itself. Any ideas?

How to Create a contact-based workflow that triggers when a contact fills out the meeting form that will automatically create a deal in the lead-in stage

Hello, I can't seem to find a way to exclude contacts if the value in one property is equal to another property's value (in this case, if the company name is equal to the contact last name). Is there any way to do this action?

Hi All, Have tried creating Subscriptions that push the ARR for that Subscription in to the ARR field on the Deal Object. For Multi Year Deals with discount I have realised creating 2 subscriptions (1 for the discount and 1 for the rest) is ...

Hi Team, I have successfully set up the custom workflow actions for our app. One of the fields, called Template ID , is currently a text field. During workflow configuration, I need this field to dynamically populate with values that vary from ...

Hi All, Slightly niche one here as Ihave started using Subscriptions so my company can track multi year deals in revenue i.e. 1 year discounted then 2 full price and I have created a couple of Custom fields for ARR and Forecast ARR. They are b...

We have just signed up to hubspot's beta to automatically associate objects using workflows and I am trying to do a 3-way association. I have a deal that is associated to a custom object (called Introducer), and the Introducer custom object has ...

Hi All, Got an issue where I create Leads when they are a certain criteria i.e. over certain company size and from a particular lead source. When they become a lead, once they book a meeting a deal is created. However.... I have now realis...