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KStAngel en May 17, 2024
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 Leer más
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4 Respuestas
Solución Aceptada
Asesor destacado
May 20, 2024 12:15
I see @KStAngel Have you tried the following: Create a list of deals that meet your criteria: Closed won and associated with product...Leer más
norismat en Abril 16, 2024
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 Leer más
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2 Respuestas
Abril 17, 2024 07:59
Hi, I am working on Hubspot and no external tools. So far, I have learnt of no options to use Labels in Workflow beyond filtering.
KRose8 en Marzo 18, 2024
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?
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3 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Marzo 20, 2024 21:47
Thanks for the tag @PamCotton , in addition to lead source as @RatulRahman mentioned, @KRose8 you might also consider building a report based on...Leer más
BikeRunner en Febrero 14, 2024
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 Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 14, 2024 06:55
@BikeRunner you can find sample files for imports with association labels here: más
CHaniger en Enero 31, 2024
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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 01, 2024 00:18
Hi @CHaniger , The "Last modified date" also includes updates made to properties using workflows, that's why it might not be the best choice (...Leer más
BGreen92 en Enero 29, 2024
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 Leer más
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1 Respuestas
Solución Aceptada
Enero 29, 2024 11:40
This is now resolved
ZigaBerce en Octubre 11, 2023
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 Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Octubre 11, 2023 08:23
Hey @ZigaBerce hope you are doing great. So, one way o doing this is creating an active list (so that it can be always updating) based on conta...Leer más
ADenicoff en May 05, 2023
I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?
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4 Respuestas
Solución Aceptada
Asesor destacado | Partner
May 06, 2023 06:20
Hey @ADenicoff this currently isn't possible within the default tasks view as the tasks view doesn't support multiple objects within it's filters (...Leer más
LGuillet en Marzo 21, 2023
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 Leer más
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3 Respuestas
Asesor destacado
Marzo 22, 2023 03:20
I'm +1 on @Jnix284 ... Wouldn't know where to begin with custom coded workflows... Sorry
InciteJoe en Febrero 21, 2023
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 Leer más
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2 Respuestas
Colaborador líder | Partner nivel Elite
Febrero 24, 2023 14:32
Hey @InciteJoe ! It sounds like you want to use a workflow to update the line item amount. Is that right? Workflows currently don't have this capab...Leer más
TManagement en Febrero 14, 2023
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 Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 16, 2023 07:01
Hi @TManagement , That's correct – activities can't be used for re-enrollment. If you want to bypass this, you would have to create a li...Leer más
LMillán en Noviembre 24, 2022
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 Leer más
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3 Respuestas
Guía | Partner
Noviembre 24, 2022 23:52
Ideally your task owner and contact owner would be same.
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