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Faslo on March 23, 2023
EDIT: For those following, please upvote this Idea in the Idea forums: Hi Community, Hi Hubspot Team, I want to bring your attention to an issue th read more
Participant | Platinum Partner
November 29, 2023 09:40
Hi @Faslo , I have good news: in October HubSpot implemented the changes we all have waited for. Now you can update a contact's WhatsApp more
rothnic on November 15, 2022
We are in the process of final setup of our Marketing Hub after transition from Sailthru. One thing we have to do is keep our backend synced with the status of key newsletter suscriptions while we transition. I thought surely this would be a simple read more
Community Manager
November 16, 2022 17:27
Hello @rothnic thank you for providing detailed information. To our top experts, @SMertens @Jnix284 @ConnorSlivensky any recommendations more
AJacob on October 26, 2022
Hi all. I am trying to create a workflow to create a task for a team member the day before a meeting happens. We are using Calendly and have set up the Calendly integration so this information is being tracked on the contact and deal activity. read more
0 upvote
4 Replies
Accepted Solution
Top Contributor | Gold Partner
October 26, 2022 17:37
@AJacob I did this the other day for a client. You can use the Next Activity Date property to use in your automation. Then filter the automation more
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
July 31, 2022 20:56
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 more
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 13:08
Hi @laurabren , When you edit the primary team, yes: (One thing to consider here are any team-related access permissions 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 05:12
Hi @angiep , If it is not possible to send this information to HubSpot from Mindbody, you might want to retrieve the information from 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 10:14
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 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
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 07:10
Thanks @sharonlicari Hi @rsklar First, you need to decide how do you want to utilize or segment the company size? If you're using 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 Replies
April 23, 2021 16:35
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 more
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
January 13, 2021 06:01
Thanks @TiphaineCuisset . I realized I perhaps posted in the wrong forum. But within the Dev Community, seems like this happens to other 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
November 23, 2020 17:13
Hi guys, Pretty awesome to see the variety of workflows being created with HubSpot! If you are open to exploring alternative solutions, more
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