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Solved
rjonesSolaria on May 13, 2022
companies aren't being re-enrolled into my workflow
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Reply Companies Deals Enterprise Professional Workflows
0 upvote
3 Replies
Accepted Solution
rjonesSolaria
Contributor
May 16, 2022 10:18
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated ...read more
Solved
MvanRooijen on May 03, 2022
Copying Company Date Property to Deal Property Workflow
Hi HubSpot, Hoping you can help me out here, we've setup a flow where we manually set a 'Trial End Date' in company properties. (Linked to Existing deals) This triggers a worfklow for various taks, which works fine. However I'd like to Copy read more
Reply Professional Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 03, 2022 02:09
Hi @MvanRooijen , Workflows, by default, copy from the object that the workflow is based on. For example, if you have a deal-based workflow, y...read more
nthatcher-airbr on April 18, 2022
Deals: Create Company property that Aggregates Deal Amount for deals with specific titles
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
Reply Companies Deals How-To Reports Sales Workflows
0 upvote
4 Replies
karstenkoehler
Hall of Famer | Partner
April 18, 2022 21:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and fi...read more
tobiasn on March 18, 2022
Use timestamps in emails, SMS and for workflows
Hi, We're trying to integrate Hubspot into our workflow, but I'm blocked by an inability to use timestamps (time of day) both as triggers for actions/workflows, as well as inability to insert timestamps in emails. The problem I'm trying to solve read more
Reply Marketing Email Professional Sales Workflows
0 upvote
2 Replies
tobiasn
Participant
March 22, 2022 07:21
Hi @kvonloesecke , thanks for bringing some experts into the discussion! I've now solved this temporarily by stringing together different trigg...read more
Solved
AHaider3 on February 03, 2022
Error in Workflows
Hi, Could someone please help me troubleshoot the following error occurring in almost all of the workflows I am creating, "The property couldn't be set because the company isn't associated with any target records."
Reply Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 04, 2022 00:40
Hi @AHaider3 , It looks like you're working a company-based workflow which has an action to update the property value of an associated record....read more
LHewitt on December 22, 2021
Email failed to send in workflows
Hi, I have a workflow set up with triggers for when a deal meets a specific set of criteria. Once it has met the criteria, an email notification gets sent to certain people within the company. However, one of those people are not receiving the emai read more
Reply Admin Sales Workflows
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
December 23, 2021 07:09
Hi @LHewitt , Very strange. I'd recommend to reach out to HubSpot support here via the in-app help widget. They might be able to access a more...read more
Solved
rodericks on December 21, 2021
Workflow Re-enrollment based on forms
Hey all, I'm looking for some help on the following: We have different lead forms on our website, all which can be used by a potential lead one or multiple times. There are three categories: 1. Brochures 2. Quote 3. Contact Forms We wou read more
Reply Forms Professional Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
December 21, 2021 02:20
Hi @rodericks , That's expected behavior. In your if/then branch, you're checking whether a contact submitted a specific form. Let's say, a co...read more
Solved
MGoldsmith on December 13, 2021
Ability to Copy from Contact Property Date Meeting Scheduled NOT from Meetings Tool
Currently you can only copy the contact propoerty "Date Meeting Scheduled from Meetings Tool", however I use an Outlook integration on meetings, and would like the ability to copy the field "Date Meeting Scheduled" from other sources.
Reply Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
December 13, 2021 21:52
Hi @MGoldsmith , With some external meeting tools this is already possible but it always requires an integration. I don't expect that HubSpot ...read more
Solved
dmattauch on October 29, 2021
setup specific date in workflows
Hi, I'm wanting to build a workflow that fill a date property. I have my workflow trigger and then i want the date property to be 60 days from now. In setting up a date i can only choose static date or date of step. Is there a workar read more
Reply Sales Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
October 29, 2021 01:44
Hi @dmattauch , This is not possible out of the box. It can however be achieved with custom code in workflows, requiring Operations Hub Profe...read more
Solved
hwagner on September 27, 2021
Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."
Hello, Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.." High-Level Example: I need to create a workflow that enrolls a contact based on if all read more
Reply Deals Professional Sales Workflows
0 upvote
5 Replies
Accepted Solution
MiguelGalvis
Contributor | Diamond Partner
September 28, 2021 16:59
hi hwagner and PamCotton , I hope you are very well! First, it is important to take into account the type of license you have to know what ...read more
Solved
dmattauch on August 16, 2021
calculate a date in a workflow
hi, So when my deal reaches closed won, i have a property "start date" and a property "end date" that i need filled. Start date is date of step so it's easy to fill with workflow. End date is 60 days after start date. But in the workflo read more
Reply Sales Workflows
1 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 16, 2021 00:17
Hi @dmattauch , There are a few ways to approach this. Out of the box, it's not possible to set a date property to 60 days in the future. ...read more
Solved
JDavison on July 01, 2021
Can you add attachments to Workflow emails?
Just trying to setup a workflow to send an email. Can you make this email include attachments that are associated with a deal?
Reply Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
July 01, 2021 07:19
Hi @JDavison , Marketing emails cannot be sent with attachments at this stage, unfortunately. This is probably not just a limitation of the pr...read more
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