Hi! I just created a new Slack channel to receive lead notificaitons from HubSpot. However, when creating the workflow on HubSpot and selecting the new Slack channel, it's not showing up on the dropdown menu, in fact its even picking up channels we' read more

Hello, I need help creating a workflow that branches based on the selections made in a dropdown field within a form. Which branch property should I select to achieve this? Thank you!

I think I am overthinking this!!! I have a form to capture leads on our a landing page. This form will subscribe them to our mailing lists and provide them with a free PDF download. For each person who submits this form, I created a welcome work read more

Hello, I am looking for ideas, solutions, or suggestions. I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico. I am thinking of creating a read more

Hello everyone, I'm struggling with an activity I have to do... I created a form on the website using the Gravity Form Plugin of WordPress that is connected with HubSpot. I have a field with a dropdown (Job Title) and based on the selection I w read more

I have set up a workflow on Hubspot and want to analyse it. Can you tell me how to do it?

Hello All, I'm hoping to get some insights regarding an automation I’m trying to set up in our CRM. I’m relatively new to the system and exploring the functionalities related to file management and automation. Here’s a rundown of the scenar read more

Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that read more

We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and read more

Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. read more

I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi read more

We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i read more