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?

Is it possible to establish a workflow for auto-populating line items in a deal? For instance, we send an inventory form via HubSpot where each inventory item corresponds to a line item. Upon form submission, a deal is automatically generated with a read more

We are looking to report on the Extra Team the Deal Owner is assigned to. For this we want to update the Extra Team value on the Deal. In the Workflow under Enumeration Properties, we can see Hubspot Team. How do we get the Extra Team field to show read more

Hi there. I am looking for a way to make HubSpot send me a notification when the "Amount" value on a Deal changes. The change can be any increase or decrease to the value. I cannot figure out how to do this in Workflows. The closest I could get read more

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