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...

Hello, I'm wondering if there's a way to create a round robin task assignment within a workflow? For example, we have an onboarding workflow and would like call tasks to be generated and assigned to our sales reps equally - is there a way to do thi...

Hello, I've spent an hour or so trying to research and solve this issue myself, without success. The problem is that the task we set up as part of a sequence is marked as 'set to repeat.' This is not an option when setting up the task, nor is it...

Olá, todos. Tudo bem? Gostaria de saber, pensando em soluções que façam integração do WhatsApp com a HubSpot, quais recomendam? Testamos a API nativa por aqui, mas tivemos muitos problemas com relação a associação de um contato já existente na Hub...

Hey Folks, I tried to use enrollment triggers to connect 2 workflows with each other. I thought I set up the trigger to start when the other workflow ends and activated re-enrollment, but it didn't work. My idea is that the workflow types a...

Hi I spotted unexpected behaviour using Hubspot API today. The automation that we created recieved data for processing, the expected result is a create or update of Contact in HS, depends if exists or not. We are using an email as an idProperty in t...

Hey Folks, I would like to work with task-notes in HubSpot workflows. In particular I would like to copy the whole string of a task-note into a customfield using the "edit record" function in a workflow. I attached a screenshot of my attempt but am...

I run a multilingual WordPress website offering services in several languages. I want to integrate my website with HubSpot to improve customer interactions across different countries and languages. What are the best ways to integrate HubSpot tool...

Hi everyone, I’m looking to integrate WhatsApp Plus with HubSpot to improve communication with my customers. Specifically, I want to know if there are any native integrations or third-party apps that can help sync WhatsApp messages with HubSpot. H...

Hi, Kindly let me know if this understanding scenario is correct or not- Consider a Company A created by Owner/user X. Another Company B created by Owner/user Y. User X belongs to Team ABC User Y belongs to Team XYZ Owner X will ...

Hi, I was checking Roles API to get role names and assigned permissions to it. On testing, I found that it is not working. Url- https://api.hubapi.com/settings/v3/roles Is there any way to get what permissions are assigned to the ...