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Solved
MColombo on April 10, 2025
Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t read more
Accepted solution
Top Contributor | Platinum Partner
April 10, 2025 09:13
Right now, HubSpot doesn’t let you automatically associate a lead with a deal via workflows , even if they share the same company. Unfortunately, th...read more
Solved
porkmonkey on December 04, 2024
We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
December 05, 2024 00:17
Hi @porkmonkey , For up to what looks like 25ish branches, I would honestly just swallow the bitter pill. Unless you have employee changes mul...read more
Solved
BalintSipos on December 02, 2024
Hey, I've added an approval process for deals. I would like to send a notification and create a task based on the deal getting through that approval process (so the 2 approver approved the document in the process). Pending Approval -> A read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 02, 2024 06:23
Hi @BalintSipos , I'm not aware of there being any properties that would document specifically the approval status of a deal, unfortunately. T...read more
Solved
Caroline_Pretty on October 09, 2024
I searched for this in the community and I didn't see a comment to upvote so I thought I'd add one. There currently isn't the ability to add Goals in the settings for deal-based workflows, only contact-based workflows. However we have a read more
5 upvotes
1 Reply
Accepted solution
Hall of Famer | Partner
October 09, 2024 23:53
Hi @Caroline_Pretty , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hu...read more
Solved
monetm on August 07, 2024
I have an active list of current partners where company type = partner and I need to create a pick list property that reflects these values. Specifically, I want a way to have the picklist options be the names of the companies from this list and hav read more
Accepted solution
Hall of Famer | Partner
August 08, 2024 00:02
Hi @monetm , This is unfortunately not possible. There isn't any property type in HubSpot which would support this out of the box – to accompl...read more
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
Recognized Expert
May 18, 2024 08:20
Hi @KStAngel That is definitely possible, and almost got there. Simply add all the criterias you need: has a deal that = closed won ...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
Contributor
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
Hall of Famer
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
Most Valuable Member | 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
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