Hi everyone, Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner a read more

Hi! I have 16 course registration forms, each should receive a thank you for your enrollment email. I want to save time by making the same email using smart rules to adjust the title of the course on the subject, and the body of the email. Ques read more

Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t read more

Hi all, Currently, our design team is in charge of creating mailing templates and uploading them to HubSpot, as well of publishing the corresponding marketing emails. The next step, for the CRM team, is to manually insert those marketing emails read more

Does anyone else find it confusing when generating lists or workflows which "type" to choose? The selection dashboard should include examples of each to help determine which type best applies to your scenario. I find it particularly confusing when t read more

Hi there, We have a number of forms in our ecosystem, and they live on different service pages. So one form might live on a dozen pages. I've tried setting up workflows that trigger off of the submission URL, so that depending on the URL, a form su read more

Hi, Currently have a Non-Hubspot form for a download on a WordPress site. The form has two options: one for occasional mailing and one for just new revisions of the download. When people are submitting, they are being entered into HubSpot f read more

It would be helpful to allow scheduled (but not yet sent) emails to be used when building lists and workflows. Use case: I have an email scheduled to send on Monday at 9 AM EST. I want to set up a workflow so that if someone clicks on a link i read more

Hello, I just created a new private Slack channel to receive notifications from HubSpot whenever a member of this channel is assigned a task in a HubSpot workflow. However, when I try to set up the workflow and select the new Slack channel, it do read more

Hey all! Trying to wrap my head around how i would action this and while im not 100% certain i wanted to put the call out for input. Context - i am trying to figure out a workflow entry based on a property/value change which would dictate/gu read more

Hi, I set up a workflow with 6 main emails. When a contact does not click an email, they get a forward version of that email (so there are 12 total emails used in the workflow), and then go to the path of the next 'main' email. The forwards are set read more

Hello! Does anybody know if there's a way to post on a LinkedIn Group via HubSpot workflows? Of course, this is for time-saving purposes. In the HubSpot workflows settings there's no such an option, but has anyone tried using an additional read more