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norismat on April 16, 2024
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works read more
0 upvote
2 Replies
April 17, 2024 07:59
Hi, I am working on Hubspot and no external tools. So far, I have learnt of no options to use Labels in Workflow beyond filtering.
Lucas_Maciel on April 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number read more
April 15, 2024 08:22
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a more
MRoberts19 on March 26, 2024
Hi there, Can anyone suggest a way to use personalization tokens in an email so different recipients get a different URL (for a document) in the body of the email? E.g. sending one email but multiple customers will see a different URL depending read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
March 26, 2024 07:58
@MRoberts19 you would create 7 smart rules and adjust the text of the module that you're making smart accordingly. In that text, you would place more
Kirbs on February 27, 2024
I have a workflow that sends Contact property data to Google Sheets when ANY form is submitted. It uses the Hubspot Google Sheets app which can only send a Contact property ( read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 13:40
Hi @Kirbs , HubSpot has a default contact property for this, "Recent conversion" 🙂 " the last form the contact submitted. This is more
WVine on February 16, 2024
Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 16, 2024 08:01
Hi @WVine , You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and more
davelopez on February 02, 2024
In Contacts, I created seven custom Views. In each View, I made a separate Advanced Filter to parse my contacts. Example, View #1: All Contacts (HubSpot created view), no Advanced Filter View #2: US Team (my custom view), with Advanced Filter read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2024 09:57
Hi @davelopez , To rule out the obvious: Have you made sure to save the views by clicking on the save icon? Best regards
CDeBondt on January 31, 2024
Dear HubSpot Community Support, We're encountering a problem where contacts not supposed to become leads are being categorized as leads in our automated lifecycle stages flow. Despite reviewing workflows and forms, we can't identify any errors o read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 31, 2024 09:08
Hi @CDeBondt , When you navigate to an affected contact, click "View all properties" in the left sidebar, search for "Lifecycle stage", then more
EAzuz on January 31, 2024
Hi guys, I am looking for a solution where I want to consider all the previous changes in a numeric field (such as Currency Field) in a workflow. Here is the case, we want to track our customer's payments in a field (Let's call it "Pay amount" read more
0 upvote
2 Replies
January 31, 2024 04:32
Hi @TomM2 , Thanks for the answer, but ironically, my goal is to keep a record (static) for the "original pay amount" in a different field. That' more
ELam03 on January 29, 2024
Hi there experts. I have a 20-email lead nurture workflow created for marketing contacts. After the completion of the workflow, if a contact hasn't converted to become a customer within 30 days, we want to set their status to become a non-market read more
Accepted Solution
Hall of Famer | Partner
January 29, 2024 01:03
Hi @ELam03 , I like to do this by creating a "Nurturing exited date" and use the "Set property value" action to log this date at the end of more
SWeissmann on January 24, 2024
So long story short - we host events and I want every time someone attends an event their score to go up by 1. So let's say these 3 contacts exist and have currently attended this many events: Max - 0 Mary - 6 Mohammad - 3 They attended a read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
January 24, 2024 08:37
Yes it is possible. The field could just be a number field and you could build a workflow with a step to increase or decrease a property value as more
THalfast on January 12, 2024
Hi there! I am not sure if this is the correct place to ask this question goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th read more
Accepted Solution
Most Valuable Member | Elite Partner
January 15, 2024 10:45
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks? Custom report: more
zacbadgley on January 10, 2024
We use the out-of-the-box lifecycle stages in HubSpot. I've noticed our sales team will often mark a single lead as "sales qualified lead" or "opportunity", but not all the leads. I would like to create a process that marks all leads an opportu read more
Accepted Solution
Hall of Famer | Partner
January 11, 2024 00:26
Hi @zacbadgley , You should be able to achieve this behavior with two steps: Make sure that under Settings > Objects > more
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