I need to change the Country/Region contact property from a single-line entry to a drop-down menu. What will be the best way to introduce this change when it will affect more than 2500 existing contacts?
Hi @Jkvet , As a continuation of @karstenkoehler great answer. Another option to map all of the Country/ Region values, you create a "Single Obj...read more
Please ask the CEO and CPO of HubSpot for the following super complex and complicated future: (it's super long so please keep attention) Simple toggle button that simply does this: NEVER EVER FOREVER FOR ANY FORM (regardless HS-form or non-HS-form) read more
Hi @GGuy ,
The email address is a unique identifier in HubSpot. No two contacts can exist with the same email address. Following this logic, H...read more
I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea read more
Hi @Sebastian_Lauk ,
You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...read more
I was trying to build a workflow that would, if certain requirements were met, associate a contact with a custom object that I created. I can see that there are some custom object related interactions in workflows, but I cant seem to figure out crea read more
Hello, We are currently using Hubspot Workflows' "is member of list" criteria to call a webhook on our side so that we know when a contact has been ADDED to the list. How can we detect, when a contact is REMOVED from a list. We've already tr read more
Hi @MSeidenglanz ,
Thanks for the screenshot, that's helpful. You're correct, currently your workflow would simply enroll contacts in your por...read more
Now, the different groups in a list are shown more clearly, but one more step is needed to speed up our tasks:
We usually clone groups to take advantage of the added properties or filters but... Sometimes we suddenly forget some more and we mu read more
Hi friends! I am looking to create a workflow that edits a contact property with a date picker field type. The current property that I have in our HubSpot is "Free Trial Enrollment Date," which autopopulates the date a contact began a free trial on read more
Hi @ARollman ,
HubSpot does not have a native feature for that. It would require third-party solutions (e.g. passing on property values into a...read more
How can I automatically add manually imported contacts into my welcome series without duplicates? For example; my company hosts webinars on webex. I take the registrant list and add it to my contacts database, if a person in that import has nev read more
Hi @tnpcatalyze ,
HubSpot automatically deduplicates contacts by email address . If you import contacts that already exist under the same ema...read more
Hey y'all: I want to create a list of folks whose create date is before 03/01/2021, whose email has hard bounced, and who DO NOT have any deals associated with their account. The first two are easy, but I'm having trouble figuring out how read more
Hi @tnpcatalyze ,
The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at leas...read more
I have a workflow that I would like to create a company based on a lead generated. So ideally the contact workflow can check a list of companies - to make sure it doesn't already exist before proceeding to create a company. I could use 'as read more
Our customer data is managed through Personify and we have an integration with HubSpot so that any changes that happen to a customer's record in Personify are synced with HubSpot. We are facing the problem that when a customer updates his/her email read more
Hi @khensel ,
Thank you so much for reaching out! When an e-mail address on the contact record has been updated the subscriptions preference...read more