Is there a way to create a workflow to trigger a calendar invitation? We are using a Hubspot form for event registration and want someone who fills out the form to have the event added to their calendar. I'm thinking a workflow is the best option, read more

Our company uses Hubspot as our CRM, and the marketing emails and CS ticket system works quite well for us. One thing that we are struggling with is sequences and workflows. We send out automated updates via email to all our clients on a w read more

Is there a way to make the contact in a workflow not move forward unless the call outcome of a logged call 02 has been completed? I know you can do initial call, and the most recent updated. However, technically the workflow could make the enrol read more

Hello, I am struggeling in finding a way to have a list of contacts with 4 deals closed won after 1/07/2023, do you know how to help me? Thanks, Martina

Hi All, I've been working with the new Workflow UI that HubSpot has recently started using and I already notice a few issues with it. 1. You can no longer press "Show More" to enlarge your filter criteria Problem: Because of this, when handling read more

Every year, we create a renewal deal for our customers. As an audit, I need to create a list of the following. Have at least one deal that was Closed Won Do not have any deals that were Closed Lost Do not have any deals that are Open Since read more

😖 Struggling to keep your lead scoring models up to date every time new marketing campaigns or product features are launched? Is that Google lead really worth 5 points or 15? Who knows. 🌟 Well, breathe easy, because there's a new read more

Hi HubSpot, I am trying to create a workflow to update Email Sent Day based on 'Sent Date' metric available. I have created a custom field property (Email Sent Day) & a custom code to extract Day email was sent & update value (Email Sen read more

Hello, Is it possible to add a dealy on the same day of a date property hours before a date / time? Reason: people book appointments with us at a certain date and time. We want to send them an email 2 hours before the appointment takes plac read more

Hey all, we intend to employ Workflows for triggering Webhooks to send data to our system. For instance, we aim to track email and website clicks and determine which website or email initiated the Workflow. Currently, we have only found a read more

Hello, I'm trying to build a workflow that will set a timestamp on the contact record based on updates to deal stage. My understanding is that the workflow will not re-enroll contacts based on changes to an associated deal. Any thoughts on read more

I'm creating a specific list for all our primary contacts at customers. I'm following the steps in this article: https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels. The "Actions" drop-down I need to define the relations read more