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

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

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

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?

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

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

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

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

I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?

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

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

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