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
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
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 @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
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
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
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
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
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
@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
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
Hi @MVallhonesta ,
The best approach would still be this tutorial here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting...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
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
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
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
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
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
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