CRM

Hey All, Slightly niche issue. To give a small bit of context we have end users in Zendesk. We charge them via Stripe, and we want that invoice to go on the customers contact record (the customers contact record is not the end user its a referre...

Hi, I recently created a Workflow to automate a secuence of emails to nurture my leads. I want to measure the interaction with lead scoring. For example, I'd like to sum 10 points if they read a white paper, 5 points if they read an article and...

Hey all, I'm not sure if this is possible, and I'm trying to think of a solution to trigger what I'm looking for, but is there a way to automate a trigger that looks at a Deal Pipeline, and if "X" amount of Deals get created in a month, it sends...

Hi All, Looking for a bit of advice on Lifecycle Stage changes. So ideally I am looking for a situation that when a deal is closed lost. All the contacts associated to the deal go to 'Subscriber' (for nurture), All Contacts that are not associat...

S.O.S.!!! @ my fellow HubSpot community members… So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s...

So we have this workflow run at a specific time period of the day let's say 9am to 12 pm. Any aactions that were not completed by 12PM will be rescheduled to next day 9 AM. How to stop this rescheduling? We want to drop any enrolled contacts in...

Good afternoon, I'm trying to automate our deal follow-up process based on deal creation date. We want to drop contacts into a sales follow-up process using a contact based workflow that then uses a sequence. I want to drop contacts into ...

I have a property "A" of type Text Field that can receive text in two formats: either 14-digit numbers or 18-digit strings containing numbers, dots, dashes, and slashes. perationally, I cannot change how this property is populated. I...

  Hi everyone, I’m trying to set a property that I created in HubSpot to the earliest date when a contact completes any of a list of activities. The activities include: • Meetings (with ‘Completed’ outcome) • Calls (with ‘Co...

Unsure how to best describe my situation but I am a little bit confused with Hubspot meeting configurations... I want to set up a workflow that captures and send a task to company owners if Internal Notes/Team Notes are missing in meetings crea...

How do I set up a form submission workflow to create a new contact besides the contact that submitted the form?

Hello, I’m facing an issue with lead distribution in HubSpot workflows. Currently, HubSpot assigns leads randomly between multiple sales reps based on probability (e.g., 50% chance for one, 50% for the other). The problem is that this method do...