I want to create a workflow for a specific type of automatic email reply. So, I get intro'd to a client from another individual, let's call him John. I want to automatically reply to the client with an email template I've created. How do I do that? read more

Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than read more

Hallo zusammen, ich stehe in meiner HubSpot Automatisierung vor der nächsten Herausforderung, komme allerdings leider gerade nicht weiter. Wir haben folgenden Ablauf: - Unternehmen (Lead) händisch erstellen - Workflow erstellt automatisch read more

Hi, I'm seeking assistance in setting up a workflow on HubSpot to monitor the effectiveness of our sales team. It's outlined in our employment contracts that our sales representatives are required to call new contacts added to the CRM within 30 min read more

We are currently on Sales Hub Professional - not sure what I want to do is available within that subscription. We use unbounce for a lead forms on the site. The data from unbounce is sent to hubspot via Zapier. So, when a contact fills out a fo read more

Hello, I am looking for advice on the workflow I've attached. The goal of this workflow is to assign ownership of a contact, create a deal, and assign a deal stage based on a meeting booked. The stage of the deal is determined based on the meeting read more

We'd really benefit from some functionality that would cover off being able to send an email a day to colleagues when the number of contacts in a list has changed - currently you can only trigger a workflow when an individual contact gets added to a read more

Hi, I'm having trouble creating a workflow where the Slack notification is sent to a Rep, after the call is done. Right now I have one set up that triggers after 15 minutes the call has been started but because the idea is to send a reminder for read more

I'm trying to create a custom version of Hubspot's Lead Score system where a lead can continue to have their score improve if they close multiple deals. Specifically, whenever a deal obtains the "Closed Won" deal stage, increase all associated read more

Hello, I want to create a sequence that sends an email with a meeting scheduling link to a contact. If the contact doesn't reply or schedule a meeting within 7 days, I want a task to be created for another HubSpot User to follow up with the contact read more

I have two pipelines that need the information for some properties to be the same even after deals are created. How can we automate this in workflows? I need the information to be synchronized, please!!

We use a third party business development rep. When he adds a new contact/company in hubspot, is there a way to setup a workflow for that new contact/company to be automatically assigned to the next team member (salesman) in line? For example, w read more