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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 | Elite Partner
August 16, 2022 01:26
Hi @NicoPlinke Is there anything on the erollment tab of the workflow details for this specific deal?
Solved
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 05:08
Hi @BEmery , Lead status is certainly an option for bulk editing on the contact record: However, if you imported deals, you ...read more
Solved
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 14, 2022 21:27
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. Fur...read more
Solved
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 01:49
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 a...read more
Solved
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 11:53
Hi @tnpcatalyze , The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at leas...read more
Solved
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?
0 upvote
3 Replies
Accepted Solution
Guide | 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...read more
Solved
MMDC on July 21, 2021
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
0 upvote
3 Replies
Accepted Solution
Guide | Diamond Partner
July 22, 2021 03:30
Hi @MMDC , In HubSpot, when we create a contact name with an email id, HubSpot itself creates the company name with the domain name used in the em...read more
Solved
GFER on July 13, 2021
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
July 13, 2021 11:30
Hi @GFER , Yes, HubSpot will read these branches from left to right and execute the first one that is found correct/true. Unless you jump to a...read more
LizCoralli on June 09, 2021
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
Guide | 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...read more
Solved
EbarakHossain on May 31, 2021
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
Accepted Solution
Guide | Diamond Partner
June 01, 2021 01:22
Hi @EbarakHossain , You cannot automatically send the quotes to your clients when your deal recahes to a specific stage coz there is no way to sen...read more
LizCoralli on May 13, 2021
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
6 upvotes
13 Replies
Top Contributor
May 06, 2022 15:19
Would love to see that mapped out if you have a ppt deck or something showing the pieces and steps in the journey.
Solved
RombauerEvans on May 06, 2021
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!
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
May 06, 2021 21:23
Hi @RombauerEvans , This is unfortunately a bit more complicated than it should be. In HubSpot lists, you can only filter for contacts and the...read more
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