Productivity Tools

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
Mlho on July 10, 2024
Hi - I was wondering if anyone knows how to do contacts merge/deduplication? (i.e. merging contacts with the same name but with different email addresses).
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 10, 2024 16:35
Hi @Mlho , To merge contacts you can follow these steps: https://knowledge.hubspot.com/records/merge-records If you want HubSpot to fl...read more
Solved
mkarsten on June 27, 2024
We have integrations from multiple apps to HubSpot, and one of them has a field for a personal email address. It was easy enough to add that property in HubSpot, but when when creating the workflow to add the personal email to the HubSpot Email prop read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 28, 2024 00:07
Hi @mkarsten , This is unfortunately not possible at this stage, correct. The best place for these kinds of suggestions is the HubSpot Ideas s...read more
emmanuelkatto23 on June 21, 2024
Hi everyone, I'm Emmanuel Katto from Uganda, I'm looking to configure a workflow that is triggered by dropdown selections in a form. Could you please share your suggestions or experiences on how to set this up? Any advice or tips would be greatly read more
0 upvote
1 Reply
Hall of Famer | Partner
June 21, 2024 01:37
Hi @emmanuelkatto23 , For this, you would create a contact-based workflow: https://knowledge.hubspot.com/workflows/create-workflows On...read more
BikeRunner on April 01, 2024
I run a share economy work platform, where customers can order a "Runner" to come to their home and fix their bike. All orders (deals) are sent to Hubspot through API (and customers (with association label "customer") are also created and associated read more
0 upvote
6 Replies
Key Advisor | Partner
April 03, 2024 10:18
Hey @BikeRunner I'd imagine this is definitely possible. Honestly I haven't used mailchimp in a minute. But if memory serves you can send an email...read more
Solved
PVanderMerwe on March 08, 2024
Hi, we have a workflow that enrols users based on a contact property condition, emails that user, delays for 1 day, has a random split step, and then emails the user one of two emails, depending on which branch they went down. When previewing th read more
0 upvote
3 Replies
Accepted solution
Key Advisor
March 08, 2024 11:29
Hi @PVanderMerwe Seeing that you have a Pro Subscription I would flag this with HubSpot Support. My best guess is that this is either a bu...read more
Solved
FRyde on March 06, 2024
Hi, I have a form where the the user can sign upp for different training sessions at different dates like: Beginner training - January Beginner training - Februrary Advanced training - January Advanced training - Februrary Since it's read more
1 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
March 08, 2024 06:48
@FRyde if we're talking about three dates, I'd strongly recommend simply creating separate workflows. If you insist on it being one workflow,...read more
Solved
esealpha on February 26, 2024
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
0 upvote
4 Replies
Accepted solution
Top Contributor | Gold Partner
February 27, 2024 03:35
Hi, unfortunately it won't work the way it is set up at the moment. The current branch branches on the outcome of the workflow action, meaning it run...read more
Solved
LWohlman on February 02, 2024
When a form is submitted, i get a direct notification email with the form attached. Problem is - the form itself it cut off. I want to see everything to skip a click into hubspot to see info. Also so i can forward it. Is there a setting I read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 02, 2024 14:12
Hi @LWohlman , The default notifications themselves cannot be customized, no. And like you already suggested, yes, workflows could be workarou...read more
Solved
RenateK on January 31, 2024
Hello! I am very new to HubSpot and I'm currently trying to create different views on the contact records based on our different teams need. Now, I am not quite sure what it is that I'm doing wrong, but when I click on "create team view" an read more
0 upvote
3 Replies
Accepted solution
Member
February 01, 2024 04:01
Hello Pam, Thank you for your response! I tested around yesterday and I identified my error. Our HubSpot account was set up with 14 prope...read more
Solved
CGiggy on January 29, 2024
I have created a workflow that has a branch based on filter critera so that when a recipient of an email has clicked on a specific link, it is structured to send internal email notification to the contact owner alerting them that a customer has clic read more
1 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 29, 2024 23:47
Hi @CGiggy , I an confirm what @Jnix284 said, that's the exact reason why your notifications aren't being sent. You would either have ...read more
Solved
akrus on January 05, 2024
Hey We have this built-in HubSpot feature for detecting possible duplicates, and it works well. The problem is that it's closed from the rest of the system's environment, meaning there is only one way of using it - going through the list of all dupl read more
0 upvote
3 Replies
Accepted solution
Participant
January 16, 2024 16:31
Hi @akrus , I work for Insycle, and wanted to pop in here and add a little more context. Thank you for sharing about us @karstenkoehler . ...read more
Solved
KKoraca on January 04, 2024
I need to automate updating the deal stages on one of your pipelines based on the associated contact's static list membership. For example: Sales Rep opens Deal and sets as stage = trial link sent Associated contact activates free trial and g read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 04, 2024 12:25
Hi @KKoraca , This should be pretty straight forward if you create contact-based workflows. Enroll contacts when they enter the list, then use...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.