Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
KRose8 on March 18, 2024
I'm wondering what report to run to find commonalities among our historic closed/won deals so I can improve our nascent lead scoring matrix?
0 upvote
1 Reply
Community Manager
March 18, 2024 18:08
Hey @KRose8 , thank you for posting in our Community! To identify commonalities among historic closed/won deals and enhance our lead scoring...read more
Solved
BikeRunner on February 14, 2024
Hi, For every deal that is created in our account, the deal will get 2 contacts. One is the customer, and the other one is the associated service provider. They can at the moment be identified with the custom contact field called "Type of customer read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 14, 2024 06:55
@BikeRunner you can find sample files for imports with association labels here: https://knowledge.hubspot.com/import-and-export/set-up-your-import...read more
CHaniger on January 31, 2024
Hello, I am trying to create a stale deal workflow to send an internal notification to the deal owner that their deal has not had any activity on it for the last 30 days. Is this the correct workflow. Step 2: I would like to create a workflow t read more
0 upvote
1 Reply
Hall of Famer | Partner
February 01, 2024 00:18
Hi @CHaniger , The "Last modified date" also includes updates made to properties using workflows, that's why it might not be the best choice (...read more
Solved
BGreen92 on January 29, 2024
I'm trying to create a formula to do the following: Invoice Date (01/01/2024) + Contract Length Months (12) = Contract Renewal Date (01/01/2025) I have the following properties set up on a deal which is: Invoice Date = Date Contract Len read more
0 upvote
1 Reply
Accepted Solution
Participant
January 29, 2024 11:40
This is now resolved
ZigaBerce on October 11, 2023
Hey, I got stuck a bit and can't seem to find a solution. So what I want to do is notify people who bought a specific SAAS solution that their solution is about to expire and at the same time in product show them a popup. For now, I've b read more
1 upvote
2 Replies
Participant
October 11, 2023 10:33
Hi @Lucila-Andimol , thanks for the feedback. I thought of that, and that would work if we'd be selling one type of product. Since we don't I have ...read more
Solved
ADenicoff on May 05, 2023
I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?
0 upvote
2 Replies
Accepted Solution
Key Advisor | Partner
May 06, 2023 06:20
Hey @ADenicoff this currently isn't possible within the default tasks view as the tasks view doesn't support multiple objects within it's filters (...read more
LGuillet on March 21, 2023
Hi, i need help here, i created a workflow to add a new line_item when a ceratin propertie is known and equal to a specific value. The line is create but not display in the deal used. I show you my code, workflow and some screen to describe my probl read more
0 upvote
3 Replies
Key Advisor
March 22, 2023 03:20
I'm +1 on @Jnix284 ... Wouldn't know where to begin with custom coded workflows... Sorry
InciteJoe on February 21, 2023
Hello, I have a project that is coming up and I thought it would be best to try and get some advice for a complicated workflow. It will basically involve a custom object which is "Reseller" and they will be reselling the products that wi read more
0 upvote
2 Replies
Top Contributor | Elite Partner
February 24, 2023 14:32
Hey @InciteJoe ! It sounds like you want to use a workflow to update the line item amount. Is that right? Workflows currently don't have this capab...read more
Solved
TManagement on February 14, 2023
Hi there, Does anyone have a similar issue? There seems to be a limitation to Workflows re-enrolling based on Email Activities. We have a situation where we want to automate a text every time a booking email goes it. For first "timers" it's fine read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
February 16, 2023 07:01
Hi @TManagement , That's correct – activities can't be used for re-enrollment. If you want to bypass this, you would have to create a li...read more
LMillán on November 24, 2022
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
0 upvote
3 Replies
Guide | Partner
November 24, 2022 23:52
Ideally your task owner and contact owner would be same.
VitorR on November 03, 2022
Good afternoon, I need to sync my database when a new pipeline, deal stage or an owner is created or added to a deal. I've tried using a webhook workflow, so whenever a new deal is created or any of that data changes, I send a request to an endpoin read more
0 upvote
1 Reply
Community Manager
November 04, 2022 06:18
Hi @VitorR Thank you for reaching out. I want to tag some of our experts here - @coldrickjack @LMeert @JBeatty do you have any t...read more
NicoPlinke on August 12, 2022
Hi, In our company we have to funnels, one for Sales and one for Customer Success. Once a deal enters the free trial stage in sales, a workflow triggers to create a deal in the Customer Success funnel to set up the environment. The sales team quick read more
0 upvote
3 Replies
Most Valuable Member | Diamond Partner
August 16, 2022 04:26
Hi @NicoPlinke Is there anything on the erollment tab of the workflow details for this specific deal?
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.