Hello! We use a custom field for Lead Source with the sales peoples names in our deals. I am wondering if I can associate the lead source drop down names with the sales teams emails/contacts? I would like to create a workflow that notifies the lead read more
Hi @ALintner ,
This would be most easily achieved if your lead source field had the property type 'HubSpot user'. It might be an additional fi...read more
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t 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
We have an issue that a lead is created based on the lifecycle stage: sales qualified lead. I can see the Lead under associations in the right side column. The lead also has a known contact owner. But when I check the prospecting tool the lead is no read more
Yes, it’s on. I see that the lead owner field is empty. So I copied this property to a contact property and checked it with the contact owner property...read more
Hello, Darren from SDG Group! We're ramping up our prospecting machine and looking to add lots of data into CRM in 2025, ultimately looking for accurate mobile numbers! To do this we're currently and looking into various solutions including Apol read more
Hi. My customer is primarily working in the B2C environment, so it would be necessary to see the (primary) contact name as a column in the deal tab of the sales workspace.
Any idea how we can achieve this?
Hi, We are running a Christmas holiday campaign and our sales team wants to turn off mandatory fields only for the deals they create for the holiday campaign. They use line items (products) and we created a separate product just for the campaign read more
@EVatsev assuming that your campaign deals have a specific value in some property, here's what you would do:
Enroll deals based on that value A...read more
I'm new to Sequences. I'm used to Keap where you can delay the start of a sequence or the emails in a sequence by a certain number of days AND select the day of the week it will go - simply and easily. I'm told that feature isn't available in SH read more
Hi @DSBrown ,
So, I haven't personally used KEAP, but it sounds like a really handy feature to have. In HubSpot, what people are referring to...read more
We have our sales@ Outlook inbox set up to forward all mail to our HubSpot fallback email address, so we can manage messages in the HubSpot inbox. I'd like to automate what is currently a manual process of sorting through the junk to find legiti read more
Thanks Kennedy. I thought I'd submitted as an idea but thanks to you I realized both my placement and wording were sloppy. I've created an idea! ...read more
The "latest time" spent in a lifecycle stage properties are not capturing actual time spent correctly. This is especially apparent in the `customer` lifecycle stage where the value is null. I've tested this on multiple contacts (progressing to ` read more
I am having a problem with a sequence - I already used in past sequences without any problem , what changed now? Delivery has failed to these recipients or groups: example@xxxx.com ognized as a valid sender. The most common reason for this read more
Happened with 450 emails I sent a few hours ago. All of them had the same error and message. All of the emails I sent were to people who I am in co...read more