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Solved
EJones81 on April 25, 2025
Hi - we have a workflow set up with a couple email touchpoints. The send days are only allowed as Tuesday-Thursday. Currently, our delay between each email send is set at 7 days, but we would like to shorten this so a prospect would get 2 emails a w read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 25, 2025 11:19
@EJones81 the second one is correct. If you have each email spaced out by delays, no two emails will ever be sent at the same time. Delays only sta...read more
Solved
ParkerO on April 24, 2025
Hey guys, is there a way to restrict certain workflows from being edited? We'd love to lock a few crucial ones from being updated, but still have the team be able to create / edit other ones. Thanks! Parker
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 25, 2025 00:05
Hi @ParkerO , Yes, this is possible, see here: https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets#how-to-limi...read more
Solved
JFox-Haines on April 23, 2025
Is there a way to assign specific leads to a specific Salesforce lead page layout? We have a form that has a lot of information on it, so to keep our general lead page clean in salesforce, we created another page layout just for these leads. I am t read more
0 upvote
1 Reply
Accepted solution
Key Advisor
April 24, 2025 08:32
Layouts are tied to permissions and owners. There's easily many ways to do this in Salesforce including syncing record types ( https://knowledge.hub...read more
Solved
Jens_DE on April 23, 2025
Hi all, we’re trying to increment a counter every time a specific contact property is set — even if the value stays the same. The property is called “Lead Source Reason” and is populated through a small number of HubSpot forms and a Zapie read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 23, 2025 12:07
Hi @Jens_DE , If the value stays the same, HubSpot won't recognize the change. This can however be bypassed with a an additional field: Cr...read more
HNorsworthy on April 23, 2025
Is it possible to use a payment link being submitted as a workflow trigger??? I am not able to get my workflows to trigger properly with the payment links. I want to be able to send some automated emails amongst other things once a payment link is s read more
0 upvote
2 Replies
Participant
April 23, 2025 21:47
Yes but for some reason when I set that up, the payment link being submitted does not trigger the workflow.. does that exact setup work for you..? Wh...read more
Solved
PNeill7 on April 22, 2025
Hi I'm trying to bulk upload c.100 new contacts into my CRM. I've mapped the fields from the CSV to what I want them in Hubspot CRM. Despite completing this and removing all the empty columns from requiring mapping, the "next" button remains g read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 22, 2025 08:35
Hi @PNeill7 , In the previous step, when selecting the data sources you're importing, apparently you also chose deals and notes: ...read more
Solved
CCastilla9 on April 21, 2025
Hi all, When importing contacts into Hubspot I am receiving the following error, missing the Marketing Information susbcription. Apparently subscription information is being included when donde the import. Could a property be created to differe read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 21, 2025 07:26
Hi @CCastilla9 , Subscription opt-ins or status are not set during the import. There is no such setting. After importing, you would have t...read more
Solved
MColomboITF on April 17, 2025
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
0 upvote
2 Replies
Accepted solution
Recognized Expert | Platinum Partner
April 17, 2025 05:23
Hi @MColomboITF - I would create a "Trigger Property" on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. On...read more
ktfritchen on April 15, 2025
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of read more
5 upvotes
2 Replies
Most Valuable Member | Diamond Partner
April 24, 2025 11:24
This is a great experience-share, @ktfritchen . When I initially started playing around with it, I didn't give much thought to pro vs. ent tiers as ...read more
Solved
VBlevins on April 14, 2025
Hello! I am attempting to create a list of customers divided by country. For example, some of our customers, only have their country's area code for their phone number, country's email domain, or maybe they only have a city, state, or province of th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 14, 2025 14:25
Hi @VBlevins , This depends on which fields in your CRM you trust the most. For example, a Germany list could filter for: Country/Region i...read more
Solved
VRequesens1 on April 11, 2025
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
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 11, 2025 13:03
Hi @VRequesens1 , I am convinced that it doesn't matter and mostly comes down to personal preference. You'll spend the same time creating 16 l...read more
marketinglcm on April 11, 2025
I would like to improve the analysis of my Google Ads campaign performance for the month of March by filtering specific transactions in the "Transactions" tab. My goal is to isolate the active deals that were created as a result of an interaction wi read more
0 upvote
3 Replies
Community Manager
April 17, 2025 16:26
Thanks for that additional context, @marketinglcm ! Have you tried creating a Deals list and using Contact based properties to filter that? Then y...read more
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