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  • Most Upvoted
  • jenniferlim on April 27, 2020
    14 upvotes
    3 Replies
    A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...
    Reply
    Participant
    December 30, 2020 03:55
    Hi @mbinmasoud , Yes, it is the HS Object ID. It is sometimes easier to work with the technical names in Zapier. If you open the field prope...
  • Solved
    MMDC on July 27, 2021
    0 upvotes
    3 Replies
    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?
    Reply
    Top Contributor | Diamond Partner
    July 27, 2021 21:23
    Hi @MMDC , Unfortunately no. You cannot associate company to a deal on the basis of associated contact as there isn't any such action available...
  • Solved
    MMDC on July 21, 2021
    0 upvotes
    3 Replies
    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,...
    Reply
    Contributor
    July 27, 2021 10:52
    Thanks, I was hoping to handle multiple companies at the same time. But it looks like it's too many steps removed from what Hubspot can handle at the...
  • Solved
    GFER on July 13, 2021
    0 upvotes
    3 Replies
    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...
    Reply
    Most Valuable Member
    July 15, 2021 06:05
    Hi @GFER , Feel free to share more details about the workflow you're trying to create – completely disregarding any HubSpot functionalities. W...
  • LizCoralli on June 09, 2021
    4 upvotes
    1 Replies
    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 ...
    Reply
    Top Contributor | Diamond Partner
    June 21, 2021 02:46
    Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...
  • Solved
    EbarakHossain on May 31, 2021
    0 upvotes
    2 Replies
    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...
    Reply
    Top Contributor | Gold Partner
    June 11, 2021 07:12
    Hi Ebarak, This is simple to do using PandaDoc + Zapier. You can customise the PandaDoc from HubSpot as much as you want using Zapier, then send ...
  • LizCoralli on May 13, 2021
    4 upvotes
    5 Replies
    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...
    Reply
    HubSpot Customer Trainer
    July 12, 2021 09:16
    Hi @sk0827 ! You could create an active list - like Josh mentioned- that has all Contacts > Lifecycle Stage = SQL and Tiers = unknown to id...
  • Solved
    RombauerEvans on May 06, 2021
    0 upvotes
    4 Replies
    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!
    Reply
    Member
    May 10, 2021 09:26
    Thanks Karsten! That is indeed more complicated than I had hoped. Appreciate the answer (and the screenshot!)
  • Solved
    paigeleslie on April 19, 2021
    0 upvotes
    3 Replies
    Hello, I'm creating Pipelines + associated workflows. We are an education provider where our students often attend trial periods, and are assigned to various teachers. I would like the teachers to automatically receive an email with details I've sav...
    Reply
    Most Valuable Member
    May 04, 2021 04:32
    Nice, glad to hear @paigeleslie 🙂
  • Solved
    toricook on January 29, 2021
    0 upvotes
    2 Replies
    Hi everyone, I work for a SaaS company that sells to accounts. I'm in a contact-based workflow that is triggered from a behavioral event "Customer Upgraded Account" which indicates to us that a user has moved from their free trial account to...
    Reply
    Top Contributor
    January 30, 2021 07:52
    Thanks! That certainly seems like the best solution. Of course, it would be even cleaner if HubSpot allowed behavioral events to be used as triggers ...
  • voke on October 16, 2020
    0 upvotes
    1 Replies
    I created a workflow where any contact that receives a "Confirmation Date" in their associated deal will have a task created 30 days before the assigned confirmation date. For example, Customer A has a confirmation date of December 21st, 2020. So 3...
    Reply
    Community Manager
    October 19, 2020 02:31
    Hi @voke Thank you for reaching out, and for the explanation & screenshots. Do you have the filter "Confirmation Date is known" in your ...
  • Bigstone on April 09, 2019
    0 upvotes
    2 Replies
    I'm wondering if there is a way to set up workflows to create a property that represents what deal stage the deal was just moved from. Occassionally we have deals that skip a deal stage or that go backwards due to an error. Is there a way to 'easi...
    Reply
    Thought Leader
    May 05, 2019 01:40
    As Jenny indicated, you could use custom deal properties to copy the deal stage whenever changes occur. However, don't know of a way to reliably trig...
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