Hi HubSpot Community, Is it possible to set up calculations or workflows in HubSpot that are based on user permissions or roles? For example, can I trigger specific actions or calculations that vary depending on a user's access level, using custo read more

I am rolling out a global instance of HubSpot with 10 different marketing regions who will be working in HubSpot. I have a set of operational workflow folders that I would like to hide and only be visible to our operations team. I know you set p read more

I am trying to set up a generic workflow. creating a task or sending our marketing team a reminder to check the results after sending out an marketing email I am beeing told I should finde the following trigger but it is not avalible for me f read more

I searched for this in the community and I didn't see a comment to upvote so I thought I'd add one. There currently isn't the ability to add Goals in the settings for deal-based workflows, only contact-based workflows. However we have a read more

We are trying out the brand new beta program for lead scoring. It's impressive but it seems like there's no way to use any sort of contact property in a behavior score? Is there an intended way that you are supposed to do that? We have one sco read more

Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more

Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales read more

I have been attempting to create a combination of a list and/or workflow that sends a retargeting email to any marketing contact that has visited a specific product page 2 or more times in the last 30 days. It appears that you cannot create a single read more

I'm having trouble with successfully triggering a workflow. We want to send an initial email to a list of contacts, which will then be used as a trigger to insert them into a workflow. Then send a series of 3 other follow-up emails if they do not c read more

I'm trying to create a list of Companies based on Deals won. I can only do this via total deals which doesn't provide the information I need. Is there a way to do this that I'm missing?

Hi All, I'm building a workflow that filters inbound contacts to specific sales reps. This creates tasks for the rep to reach out to the new contact. In our business, we do recieve inbound communications that we want to turn down, and I want to read more

Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more