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Solved
zhikai93 on June 24, 2024
Hi, I exported my contact list to XLS file in order to update and remove duplicate contacts and fake email addresses. Now I want to import the updated XLS file into Hubspot. How do I go about this? 1. Do I just import the file into Hubspot and the read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 24, 2024 03:29
Hi @zhikai93 , HubSpot imports cannot remove records, they will only create new records and update records. By importing, you wouldn't be able...read more
Solved
DMacdonald14 on June 03, 2024
I currently have a workflow running that is copying a contact property over to a company property. It is working as designed, however, I'm struggling with backfilling historical information on companies where multiple contacts associated. Here's t read more
Accepted solution
Hall of Famer | Partner
June 04, 2024 00:12
Hi @DMacdonald14 , If you create a company based workflow and copy from contact to company, you can specify to copy the value from the conta...read more
Solved
HJ00 on May 24, 2024
I want to make the person who created contact to be that contact's contact owner, especially for contacts which were created by mobile iOS or Android. I tried to set this in workflow but there only appears to set contact owner as a specific user. read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 24, 2024 01:39
Hi @HJ00 , When manually creating a contact in the iOS app, I just double checked, HubSpot defaults the contact owner to the person who is cre...read more
Solved
nvawh on May 09, 2024
We use workflows to send emails to our customers throughout their program with us which is usually 20 weeks long and they get around 4 check in emails throughout that time. The sales team would like to be able to go into a contact and see whic read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 09, 2024 11:14
Hi @nvawh , If tasks are acceptable, then yes, this would be a smart approach. I would however not create the task before each email action in...read more
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
Participant
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.
Solved
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
Accepted solution
Top Contributor
April 21, 2024 16:13
@Lucas_Maciel - I don't know if you will be able to get exactly what you are trying to achieve here out of the box, as you've already figured out, ...read more
Solved
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 th...read more
Solved
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 ( https://app-eu1.hubspot.com/ecosystem/25901100/marketplace/apps/marketing/ 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 format...read more
Solved
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 t...read more
Solved
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
3 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
Solved
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 h...read 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
Member
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's...read more
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