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Solved
KStAngel on May 17, 2024
Hubspot has all the information it needs to create contact lists of our customers that own a particular product, but currently it is not possible to create a contact list with just these customers. I can create a contact list with customers that read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
May 20, 2024 12:15
I see @KStAngel Have you tried the following: Create a list of deals that meet your criteria: Closed won and associated with product...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
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
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
March 20, 2024 21:47
Thanks for the tag @PamCotton , in addition to lead source as @RatulRahman mentioned, @KRose8 you might also consider building a report based on...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
Solved
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
Accepted Solution
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
Solved
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
Accepted Solution
Thought Leader | Platinum Partner
October 11, 2023 08:23
Hey @ZigaBerce hope you are doing great. So, one way o doing this is creating an active list (so that it can be always updating) based on conta...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
3 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.
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