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
Hello - New to HubSpot, but trying to import or bulk assign an imported list to Lead Status: prospect - how is it done? So far, see Deal IDs referred to, but is a Lead Status a Deal ID? What is the exact deal ID for Prospect, just the text 'Prospe read more
We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. We have it set up s read more
Hi, we have Companies connected to Deals, however we need Deal information on Contacts to create contact-based lists through filters. Any idea on how I can make WF to, when deal is closed, to create deal on all associated contacts through co 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
We 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?
Is 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, read more
Hi! 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 read more
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 read more
Hey 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 read more
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 read more
I'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!