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Solved
IFarafonov on February 17, 2025
My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi read more
Accepted solution
Most Valuable Member | Diamond Partner
February 18, 2025 11:49
Thank you @BérangèreL for the tag to help @IFarafonov . Ivan, I've not made the connection between MD365 F&SCM with HubSpot. So I don't have a...read more
fuzzmartin on February 10, 2025
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, read more
0 upvote
1 Reply
Community Manager
February 11, 2025 05:41
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...read more
Solved
porkmonkey on December 04, 2024
We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
December 05, 2024 00:17
Hi @porkmonkey , For up to what looks like 25ish branches, I would honestly just swallow the bitter pill. Unless you have employee changes mul...read more
Solved
dthomp43 on November 14, 2024
Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
November 14, 2024 15:30
Hi @dthomp43 , Instead of reordering, you can also simply clear the value - them set it again. In workflows, you would use the 'Edit record' w...read more
Solved
ASmet on October 29, 2024
Hi, I have a question about Marketing contacts with specific roles. In Salesforce we have the object Account Contact Relationship (ACR). This is an object where we define the relation a contact has to an account. In our case this would be a read more
Accepted solution
Hall of Famer | Partner
October 29, 2024 05:18
Hi @ASmet , In HubSpot, this would be done through association labels 🙂 https://knowledge.hubspot.com/object-settings/create-and-use-assoc...read more
Solved
CRusso on October 08, 2024
Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more
Accepted solution
Hall of Famer | Partner
October 09, 2024 00:28
Hi @CRusso , The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...read more
Solved
theDMM on August 08, 2024
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
Accepted solution
Hall of Famer
August 17, 2024 11:12
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more
Solved
NoTechSupport on July 24, 2024
No matter how many emails subscribe to my newsletter form my Contacts page only shows 3 records, literally every single day it's a new unbearably and unbelievably insufferable issue with this platform, just genuinely absolutely f***ing unbelievable read more
Accepted solution
Recognized Expert
July 25, 2024 00:58
Hi @NoTechSupport This is indeed a simple form setting called "Always create contact for new email address" which you need to activate in yo...read more
Solved
AKhakimova on June 25, 2024
Hi all, When I create a contact-based list with filters on associated companies and custom object (and associated labels), any chance I can edit columns in the way to display the company properties used, and association labels (in my case on con read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 25, 2024 11:38
Hi @AKhakimova , That's correct, regular lists only support columns based on the object the list is based on. If you want to display inf...read more
Solved
CPECORARI on May 29, 2024
Hello, I created a property "Last contact type" (object company) with the following values : Inbound Call Outbound Call Inbound Email Outbound Email Then, I wanted to create 4 workflows to populate this property: 1 workflow trigger eac read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 29, 2024 12:34
Hi @CPECORARI , The best workaround currently is creating a list with the same enrollment criteria as the workflow, the also adding the filter...read more
Solved
RHendricks on May 11, 2024
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Accepted solution
Recognized Expert
May 11, 2024 07:16
Hi @RHendricks Personally I have never seen lists being used to set a lifecycle stage, but rather to show which contacts have which lifecycl...read more
Solved
JOnwah on March 21, 2024
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Diamond Partner
March 25, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...read more
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