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

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

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

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

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

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

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

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

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

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

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

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