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解決済み
KStAngel 5月 17日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
キーアドバイザー
5月 20日, 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...続きを読む
norismat 4月 16日, 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 続きを読む
0 いいね!
2 コメント
参加者
4月 17日, 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.
解決済み
KRose8 3月 18日, 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?
0 いいね!
3 コメント
Accepted Solution
最優秀メンバー | Elite Partner
3月 20日, 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...続きを読む
解決済み
BikeRunner 2月 14日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 14日, 2024 06:55
@BikeRunner you can find sample files for imports with association labels here: https://knowledge.hubspot.com/import-and-export/set-up-your-import...続きを読む
解決済み
CHaniger 1月 31日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 01日, 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 (...続きを読む
解決済み
BGreen92 1月 29日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
参加者
1月 29日, 2024 11:40
This is now resolved
解決済み
ZigaBerce 10月 11日, 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 続きを読む
1 いいね!
2 コメント
Accepted Solution
ソートリーダー | Platinum Partner
10月 11日, 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...続きを読む
解決済み
ADenicoff 5月 05日, 2023
I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?
0 いいね!
4 コメント
Accepted Solution
キーアドバイザー | Solutions Partner
5月 06日, 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 (...続きを読む
LGuillet 3月 21日, 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 続きを読む
0 いいね!
3 コメント
キーアドバイザー
3月 22日, 2023 03:20
I'm +1 on @Jnix284 ... Wouldn't know where to begin with custom coded workflows... Sorry
InciteJoe 2月 21日, 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 続きを読む
0 いいね!
2 コメント
トップ投稿者 | Elite Partner
2月 24日, 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...続きを読む
解決済み
TManagement 2月 14日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 16日, 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...続きを読む
LMillán 11月 24日, 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 続きを読む
0 いいね!
3 コメント
ガイド役 | Solutions Partner
11月 24日, 2022 23:52
Ideally your task owner and contact owner would be same.
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