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SKealy on July 27, 2022
Just as in the title. The HubSpot workflow is finding the right Google Sheets spreadsheet, and recognises the heading of the first column, so I'm able to map the right property, but it doesn't recognise the other headers. Screen shot here
0 upvote
2 Replies
Contributor
July 31, 2022 17:56
Hi PamCotton, I've read through the knowledge base article and my Sheets doc follows the guidelines (I own the doc, all headers are labelled, no gaps...read more
TCornRain on May 12, 2022
We want to leverage the workflow feature that populates content (original and updates) in a Google Sheet based on an Object's activity. Currently, there's a limit of 20 columns to a row that can be updated, but the KB article states up to 100 colu read more
Community Manager
May 13, 2022 07:47
Hi @TCornRain , Thank you for your feedback and for providing your use case! For now, this is a current limitation per this section i...read more
Solved
laurabren on February 08, 2022
Hello HS Community! We currently use team-based round robin lead assignments for SQLs based on where they are located (we run athletic clubs in the US and Canada). An issue we've encountered is that, when a rep is assigned a lead on their s read more
Accepted Solution
Hall of Famer | Partner
February 08, 2022 10:08
Hi @laurabren , When you edit the primary team, yes: (One thing to consider here are any team-related access permissions ...read more
angiep on December 15, 2021
Hello, We have a HubSpot and Mindbody integration. Our leads usually come through HubSpot and their information gets sent to MindBody automatically through the integration. We want HubSpot to change the client's lifecycle stage from "lead" to read more
0 upvote
2 Replies
Recognized Expert | Diamond Partner
December 16, 2021 02:12
Hi @angiep , If it is not possible to send this information to HubSpot from Mindbody, you might want to retrieve the information from HubSpot...read more
ClearMed on October 15, 2021
I created a worklfow to set the contact up as a 'marketing contact' and trigger an email. But somehow it's not setting up some of the contacts as a marketing contact and so the emails arent being sent. What's the solution to this? Can anything to b read more
0 upvote
1 Reply
Community Manager
October 18, 2021 07:14
Hi @ClearMed Thank you for reaching out. I'd be curious to see if you see any error message in the History tab of your workflow. I ...read more
PChalasani on October 11, 2021
Hi all: for HubSpot users with many thousands of prospects in their system, it can be hard to glean insights from all this data: Which leads to prioritize? Which campaigns and events are effective? Which prospects should I reach out to, before they read more
0 upvote
0 Reply
Solved
rsklar on May 19, 2021
Hi all, I'm a Hubspot (and CRM) newbie. Our company has recently implemented Hubspot, but we are still in the process of ironing out the integration between SFDC and Hubspot. Our Sales ops manager has set up lead assignment rules in SFDC for read more
Accepted Solution
Key Advisor
May 20, 2021 04:10
Thanks @sharonlicari Hi @rsklar First, you need to decide how do you want to utilize or segment the company size? If you're using a...read more
JulianQ on April 23, 2021
Hi all, Do you know if a feature on Hubspot (or on another tool) that can detect a link between a contact on HS and a connection on LinkedIn exist? We would like to add a score to contacts on Hubspot that are a connected to one of our accounts read more
2 upvotes
2 Replies
Guide
April 23, 2021 13:35
Hi @JulianQ , a good question. I am not aware of any fully automated solution but with a bit of work this would be possible. Option 1: - Download ...read more
Solved
UsamahJ on January 12, 2021
I have created a Test Account created a new Contact via API into the Test Account. The API integration is set to create new contact as non-marketing Contact, so I believe it's created as such now I want to manually set this Contact as a marke read more
0 upvote
3 Replies
Accepted Solution
Member
January 13, 2021 03:01
Thanks @TiphaineCuisset . I realized I perhaps posted in the wrong forum. But within the Dev Community, seems like this happens to other developer...read more
dougroberts on October 26, 2020
Hi All, I'm trying to create a workflow when a particular Activity occurs, but struggling to get the right enrollment trigger. Workflow Goal: As a Customer Service team I would like a Ticket to be automatically created when a customer leav read more
Contributor
November 23, 2020 14:13
Hi guys, Pretty awesome to see the variety of workflows being created with HubSpot! If you are open to exploring alternative solutions, chec...read more
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