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A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...Reply
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SolvedWe discovered that a lot of deals do not have a contact's company associated with the deal. Given the number of deals, is there a workflow setup that could associate a company to a deal based on the contact already associated with the deal?Reply
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SolvedIs there a way to create a list of contacts associated with another contact who are at the same company and has a particular deal? The use case: We're primarly a B2B, but we offer a B2C training course. If a person purchases the training course,...Reply
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SolvedHi! I'm setting up a workflow to let a team know when a deal is won/lost and I realized my workflow is only working if the selected product is only one. If I have two or more , it doesn't go to any option and it finishes the workflow. I'm using th...Reply
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In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What ...Reply
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SolvedHey Folks, I need to send a HelloSign template (contract) automatically when a deal reaches a specific stage. For example, a deal reaches the "Contract Sent" stage and the client (deal contact) gets the automated HelloSign template to sign on. And...Reply
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Calling out to all our workflow lovers - what is your favourite workflow you've created that has really helped the way you work? We'll start - reminders to update deals when the close date is in the past but the deal is still open. SO help...Reply
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SolvedI'm trying to create a list based on Products in closed deals to send a retargeting email. I'm sure this must be possible but I am new to Hubspot and can't figure it out for the life of me. Thanks in advance!Reply
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SolvedHello, I'm creating Pipelines + associated workflows. We are an education provider where our students often attend trial periods, and are assigned to various teachers. I would like the teachers to automatically receive an email with details I've sav...Reply
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SolvedClose win only OPEN deals automatically from a contact-based workflow with behavioral events triggerHi everyone, I work for a SaaS company that sells to accounts. I'm in a contact-based workflow that is triggered from a behavioral event "Customer Upgraded Account" which indicates to us that a user has moved from their free trial account to...Reply
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I created a workflow where any contact that receives a "Confirmation Date" in their associated deal will have a task created 30 days before the assigned confirmation date. For example, Customer A has a confirmation date of December 21st, 2020. So 3...Reply
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I'm wondering if there is a way to set up workflows to create a property that represents what deal stage the deal was just moved from. Occassionally we have deals that skip a deal stage or that go backwards due to an error. Is there a way to 'easi...Reply
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