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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 02:28
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
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 23, 2022 21:34
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
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 01:40
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 11, 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 14:02
Hi @TWright3 hope you are doing well. Got it, understood, great question! Thanks as well for the added context. In this scenario, ...read more
FrederikLindum on July 07, 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 14:15
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
Kw360 on April 12, 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
5 Replies
Accepted Solution
Hall of Famer | Partner
April 13, 2021 04:05
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
donrua on April 12, 2021
I really like the Funnel report for lifecycle stages, and how for the "all" setting, it will give you the running conversion percentage for each stage. However, we have many situations where sales doesn't always go through every stage. If they make read more
9 Replies
Accepted Solution
Hall of Famer | Partner
April 15, 2021 21:22
Hi @donrua , You can switch off this automatic update to "Opportunity" when a deal is created, see here: https://knowledge.hubspot.com/crm-se...read more
Justis on April 12, 2021
Heya all Hoping you can help me, looking for a nice way of showing my lifecycle email communications, the stats and graphs. Running my nursery program (soon more programs) in workflows and these range from 3-8 emails with 16+ steps in some. I read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2021 11:08
Hi @Justis , Workflow and email reporting are, unfortunately, very limited at the moment. As far as I know, there aren't currently any c...read more
rikkilear on February 23, 2021
Hey community, I have a client (Sales Director) who is looking to be notified when a team member (Sales Rep) doesn't do a specific task. In this instance, the sales team is asked to add X number of new companies per day to the CRM each. Is th read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 23, 2021 10:09
Hi @rikkilear , This can be partly achieved with a custom single object company report. This would be the chart configuration: ...read more
John-Wick on February 11, 2021
Hi people, Is it possible to recieve ”Line Item”-information throughout a deal in workflow? We would like that, for example the productionline would like an e-mail to be sent when it hits a certain dealstage. It's a saleorganization so preferabl read more
0 upvote
2 Replies
February 12, 2021 06:33
Thanks for sharing! I would think that someone knows if this is possible or not? Best regards, John Wiksten
Jenniekari on October 20, 2020
Hi! I'm very new with workflows in hubspot. I have used UiPath before so I have some knowledge about rpa, but hubspot is quite different to UiPath. I need to send email with workflow, but when I try to sent it, it doesn't find my email. I alread read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Diamond Partner
October 22, 2020 16:30
you are right @Jenniekari - most of the time HubSpot will gray out things that are not available to you under your plan, but other times they do sh...read more
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