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
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
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
@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
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
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
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
Hi @Lucila-Andimol , thanks for the feedback. I thought of that, and that would work if we'd be selling one type of product. Since we don't I have ...続きを読む
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
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
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
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
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
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
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 続きを読む