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enorberg on March 17, 2023
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more
0 upvote
2 Replies
March 22, 2023 08:28
That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That more
arieldj on February 17, 2023
Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert read more
February 21, 2023 11:30
Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes) more
CKuoni on February 16, 2023
Hi There, Due to shipping perishable items I'm looking to create an automated workflow that would trigger by day of the week. If a deal completes Thursday through Saturday the customer will receive an email explaining that they've missed this we read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 16, 2023 21:58
Hi @CKuoni , This can be achieved with workflow working hours: This workflow would only execute during these times. Here are a more
CSic on February 07, 2023
I'm in a workflow that was created in "workflows" and when clicking into an if/then branch to make an edit, I am now receiving the following message: This action can only be edited in workflows. This action is too large to display in workf read more
0 upvote
2 Replies
Hall of Famer | Partner
February 07, 2023 21:40
Hi @CSic , If you're in the workflows tool ( Menu > Automation > Workflows ), then this sounds like a bug and I'd recommend more
Binek on January 11, 2023
Hi, I want to create workflow that would send Slack notification if there is exactly 90 or 30 days away from close date of the deal. Tried to do this with property calculation where it would calculate days from now to close day and if it is 90 or read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 11, 2023 02:39
Hi @Binek , Enrollment could be simpler than that: If you follow this by a branch for 90 / 30 days, you can then add a Slack more
JPhillips0 on September 05, 2022
We are looking to ensure that a sequence excludes contacts we have previously enrolled into another sequence. Essentially we are trying to prevent contacts that may overlap on lists being sent duplicate email. What is the best way to set up a rule read more
Accepted Solution
Hall of Famer | Partner
September 06, 2022 21:52
Hi @JPhillips0 , I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and more
Bwillyrich on August 04, 2022
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
0 upvote
6 Replies
Accepted Solution
Top Contributor
August 05, 2022 06:07
Ok, thanks for the additional context! So I've mocked this up in my own test portal and I believe it meets the requirements of what you are looking more
McBainKD on July 25, 2022
Hey all, So I'm looking to build out a workflow that helps automate our Closed: Won deals and moves them into our "Won" column, but I've run into a bit of an issue. A few of things of note: We have two pipelines to track the two streams of read more
0 upvote
3 Replies
Thought Leader | Elite Partner
July 25, 2022 12:58
What property change triggers changing the pipeline stage? The pipeline stage is simply a Deal property. So whatever criteria you want to set up, more
pauldaum on July 21, 2022
Hi all, I am wondering about a discrepancy I have found while testing a workflow. We have set up a simple workflow, that copies each contacts 'Recent Deal Close Date' into the associated contacts deals. Now the strange part: read more
Community Manager
July 22, 2022 03:52
Hi @pauldaum Thank you for reaching out! I'm not sure to which property you're copying this? a custom property? a default one? more
hwagner on July 09, 2022
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
Accepted Solution
July 12, 2022 17:45
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
rjonesSolaria on May 13, 2022
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
Accepted Solution
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 more
MvanRooijen on May 03, 2022
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
0 upvote
2 Replies
Accepted Solution
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, more
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