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Solved
KS90 on June 03, 2025
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
0 upvote
2 Replies
Accepted solution
Member
June 03, 2025 14:14
Thanks Frank, Actually gave me an idea. So I did your suggestion with a Branch for if the email is know vs unknown. Then created a seperate work...read more
Solved
AHand on May 21, 2025
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
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
May 21, 2025 14:48
Hi @AHand , We set this up for a global manufacturer in a similar direction to what you're doing here, with some variables. In their sce...read more
thetallbillyb on March 24, 2025
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
1 upvote
2 Replies
Community Manager
June 11, 2025 04:40
Hi @thetallbillyb , I know you posted this question a little while back, and I wanted to check in to see if you've found a solution. If you ...read more
Solved
K_Foster on March 03, 2025
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
0 upvote
5 Replies
Accepted solution
Top Contributor
March 04, 2025 11:39
Thanks for the heads-up @Mike_Eastwood 🙏 I am afraid you can't delay this automatic merge or avoid that the records are unenrolled from the work...read more
Solved
DFriedman6 on February 21, 2025
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
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Diamond Partner
February 25, 2025 08:33
I appreciate you thinking of me @BérangèreL - but I'm not sure I entirely understand the use case here, @DFriedman6 . I feel like this would be be...read more
Solved
Szymon_Rogozik on February 12, 2025
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
0 upvote
10 Replies
Accepted solution
Hall of Famer | Partner
February 12, 2025 12:37
@Szymon_Rogozik you should be able to work around this with two workflows that are identical to except for two aspects: Workflow one sets a cus...read more
Solved
MVallhonesta on October 30, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 30, 2024 04:36
Hi @MVallhonesta , The best approach would still be this tutorial here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting...read more
Solved
SDay29 on October 03, 2024
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
2 upvotes
5 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 15:19
Hi @SDay29 , If you're okay with manually running the test analysis and comparing results, you can create a branch in your workflow based on a...read more
Solved
JKirmess on August 13, 2024
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
3 upvotes
5 Replies
Accepted solution
Most Valuable Member | Platinum Partner
August 15, 2024 11:37
Operations Hub Pro let's you create programmable automations and this way you get to code/program the workflow action with all the information av...read more
Solved
Xiawanbai on August 02, 2024
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
0 upvote
4 Replies
Accepted solution
Recognized Expert
August 02, 2024 09:33
Ahh got you @Xiawanbai , in that case use a normal workflow to set your assignment rules. If you don't activate the copy contact owner to lead ow...read more
Solved
MVirginiaBarr on July 29, 2024
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
0 upvote
2 Replies
Accepted solution
Recognized Expert
July 30, 2024 03:57
Hi @MVirginiaBarr One key question, what infos are you copying over from the deal to the contact? Are these the same fields and values on ...read more
Solved
YoelBA-GDS on July 19, 2024
I'm not hopeful but I have to ask! 🙄 Is there away to change a Product property with a Workflow?
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Platinum Partner
July 19, 2024 09:16
Hey @YoelBA-GDS this can be donde via Workflows but with a Custom code action (not the standard way). What 'd be your use case exactly? i...read more
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