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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
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 ( 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
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 more
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 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
Top Contributor | 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 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?
BEmery on July 22, 2022
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
July 22, 2022 08:08
Hi @BEmery , Lead status is certainly an option for bulk editing on the contact record: However, if you imported deals, you more
AAdkins24 on June 14, 2022
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 15, 2022 00:27
Hi @AAdkins24 , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. more
Funina on May 04, 2022
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
0 upvote
7 Replies
Accepted Solution
Hall of Famer | Partner
May 05, 2022 04:49
Hi @Funina , Gotcha, yes, I'm also following that request and it has been open for a while. Personally, I do not expect this to be delivered more
tnpcatalyze on March 08, 2022
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 08, 2022 14:53
Hi @tnpcatalyze , The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at more
MMDC on July 27, 2021
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?
1 upvote
3 Replies
Accepted Solution
Guide | Diamond Partner
July 28, 2021 00:23
Hi @MMDC , Unfortunately no. You cannot associate company to a deal on the basis of associated contact as there isn't any such action more
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.