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

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

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

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

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

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

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

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

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?