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bbullington on September 20, 2023
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more
Hall of Famer | Partner
September 21, 2023 00:26
Hi @bbullington , It sounds like you're looking to build a report across two objects? (A workflow would not be quite suitable here and the Goo...read more
Solved
BOleksyn on August 16, 2023
We conduct sales calls daily. Up until now our stats (call booked, applied, approved, no showed, call taken) have been reported based on most recent meeting date. Our pipelines are set up to move a single deal across our sales pipelines and the sta read more
0 upvote
3 Replies
Accepted Solution
Thought Leader | Diamond Partner
September 15, 2023 17:43
Thanks for the tag @kvlschaefer , sorry for the delayed reply. Were you able to work out a solution @BOleksyn ? If not, I would reco...read more
DStone1 on July 19, 2023
For context: We are a school and use HubSpot forms for our applications. On the applications we ask for 2 contacts - usually mum and dad - and use a workflow to create the 2nd contact based on the form submission. We then associate the 2nd contact w read more
0 upvote
1 Reply
Key Advisor | Partner
July 19, 2023 06:13
Hey @DStone1 one way to filter this could be to set an if/then branch in your workflow. If you say something like contact enrolls in workflow every...read more
Solved
fierceweek on July 11, 2023
I'm planning a clean up of old workflows that haven't had enrollments in over a year. I'm thinking that this can be accomplished by using a filter on "LAST ACTION ON". Is this the best way or are there other ways? I'd also like to build a repo read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 11, 2023 13:09
Hi @fierceweek , I think this is a great starting point for reviewing your workflows, yes. Keep in mind that this will only return workf...read more
Solved
CBilan on May 08, 2023
We would like to be able to track goal conversion rates for workflows we have put under a campaign easily. Currently, we have to check each workflow individually to see the goal conversion rate. We also would like to be able to filter this data by m read more
Accepted Solution
Recognized Expert
May 08, 2023 13:10
Hey @CBilan , thanks for reaching out! There are definitely some limitations with HubSpot reporting around workflows and goals. As of right no...read more
CAusten on March 20, 2023
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more
0 upvote
3 Replies
Community Manager
March 23, 2023 17:02
Hi @CAusten , yes I can. To our top experts @Bruno_Teixeira @Josh @johnelmer any suggestions on building these reports to @CAusten ? ...read more
Solved
ZChurney3 on January 04, 2023
Hello everyone! I am working a lot with historical data and we are looking to update the Lead Status property via workflows based on various lead scoring criteria. For example, we would like to have all contacts who have opened at least two marketin read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 04, 2023 05:28
Hi @ZChurney3 , Correct, but of those two opens, one might have happened before the date you're filtering for. You'd have a person who has ope...read more
Solved
DCowan on June 23, 2022
Hi HubSpot, I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes. I read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 24, 2022 00:34
Hi @DCowan , This is already being reviewed and worked on by the product team. Other users have pointed out inconsistencies in filters across ...read more
Solved
1stClaas on January 04, 2022
From our backend and other tools we push values like MRR, subscription plan, branches and many more to Hubspot. Now, taking MRR as an example, it would be nice to be able using the development of these kind of values in dashboards. For example, we s read more
Accepted Solution
Hall of Famer | Partner
January 04, 2022 04:40
Hi @1stClaas , This is already a much requested feature in the HubSpot Ideas section: Reporting based on History of a property It's cu...read more
Jamesbbradley on August 12, 2021
Hi All, I have created a workflow to export some information about stalled deals to a google worksheet triggered by a custom objections field. One of the columns I wish to export is the pipleine stage but this is exporting as a number. In our cas read more
0 upvote
3 Replies
Community Manager
August 24, 2022 17:02
Hi @TWright3 hope you are doing well. Got it, understood, great question! Thanks as well for the added context. In this scenario, ...read more
Solved
FrederikLindum on July 08, 2021
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom read more
Accepted Solution
Key Advisor | Gold Partner
September 03, 2021 17:15
Hi @FrederikLindum This is more fun than I thought (yes, I need to get out more). What if you used Calculated Properties (available ...read more
Solved
Kw360 on April 13, 2021
hi there Please can someone help me to create a workflow that basically sets a date stamp when the deal is moved to the next stage in the pipeline. This needs to capture historical such actions as well. Hope this makes sense. Thanks in adva read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
April 13, 2021 07:05
Sure, happy to help @Kw360 . If you want to create one workflow instead of multiple smaller ones (which less prone to error), the if/then bran...read more
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