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  • jenniferlim on April 27, 2020
    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’...
    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
    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?
    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
    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,...
    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
    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...
    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
    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 ...
    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
    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...
    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
    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...
    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
    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!
    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
    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...
    Most Valuable Member
    May 04, 2021 04:32
    Nice, glad to hear @paigeleslie 🙂
  • Solved
    toricook on January 29, 2021
    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...
    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
    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...
    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
    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...
    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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