Hello, I am running into a slight issue. I have created a workflow to make it easier for the sales team to create contacts on the go all at once when they create a new company. Store Owners Name and Email address as properties on the company are read more

Hi there, We are a national company that manufactures custom design elements. We are looking for a way to let a sales rep request cost estimates from the management team. We have a pipeline and custom object set up to track drafting for larger p read more

Hello! Our sales team is in the process of diving into the Leads tool as our pre-sales pipeline. One big issue we're finding is that any activities associated to the lead (notes, emails, calls, etc) do not automatically get associated to the deal wh read more

Hi there, I've noticed a strange issue over the past few days. When we have a user on live chat, a contact record is created in HubSpot. If that user also signs up for an account with us, a duplicate record is created. These records are then au read more

I have an email workflow that distributes asks people to click a link to access a content page. This content is unique to the recipient. If they'd prefer to receive the content via a one-time link, they can click on a CTA in that email. That contact read more

Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” read more

Hello! By mistake, I changed a workflow that enrolled many businesses and changed massively 2 business properties: "value" and a customer created property. As a consequence, the workflow restated all these businesses value to 0, due to my mi read more

Hello, Is there any way to do an uneven percentage split test within a HubSpot workflow? For example, I have a control treatment that I'd like 75% of contacts to receive and a test treatment that I'd like to send to the remaining 25%. Can this read more

We are trying to automate the movement between our deal stages. We sell through brokers (middle men) to their customers. Because of this, one broker could be associated with multiple deals in the system. As an example, John Smith is a bro read more

Hi, does anyone know what will the automation under Leads- Pipeline - Automate - Create a new lead do with the Lead Owner ? Will the automation copy the Contact Owner to the Lead Owner in Prospecting Workspace? Please help

Hi! I need to create a workflow that checks all the deals associated to a contact and based on that mark a few contact properties In contacts i have two custom field called A attending and B Attending (just for the example) and my deals have read more

I'm not hopeful but I have to ask! 🙄 Is there away to change a Product property with a Workflow?