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Tips, Tricks & Best Practices

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PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more

Reply Announcement best practices Workflows

4 upvotes

4 Replies

MiaSrebrnjak

Community Manager

March 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...read more

Solved

Lyna on March 28, 2024

09 month applied research project about Hubspot

I’m exploring a 9-month research project at my university, investigating how businesses leverage marketing automation tools like HubSpot to attract and retain profitable customers. This study will involve an in-depth study of the integration of Hu read more

Reply Companies Marketing

1 upvote

3 Replies

Accepted Solution

PamCotton

Community Manager

March 28, 2024 17:54

Hey @Lyna , thank you for reaching out!! Your proposed 9-month research project focusing on investigating how businesses utilize marketing a...read more

Solved

elisestieren on June 09, 2023

Automation - Associating Contacts with Companies

Hi there, We have the automation setting that associate contacts with companies turned off. Our CRM is salesforce and at present we do not want Hubspot to create new account records. The only contacts asscociating with companies are salesforce read more

Reply Companies Contacts Enterprise

0 upvote

4 Replies

Accepted Solution

LaurenRyan

Top Contributor | Diamond Partner

June 14, 2023 13:57

You can do this using Operations Hub if you have the technical capabilities to create a custom-coded Workflow action. BUT there's a super easy ...read more

Solved

MvanBruggen on July 04, 2022

Error log after importing csv

Hi, when importing an excel sheet with contact , I get a message that some errors occurred. It seems to me that the csv file containing error messages is not properly formatted. Any tips how to handle this csv file with error messages? It seems colu read more

Reply Companies

0 upvote

6 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

July 05, 2022 02:31

Hi @MvanBruggen , If the original issue was opening the error file in Excel, then I'd recommend this: https://webhelp.optimizely.com/latest/e...read more

Solved

MM-SPONSORs on January 20, 2021

Creating a task as a workflow

Hi all, Case: Contact changes the company/employer, update of adress data and associated company neccesary. I want to create a workflow that creates a task if the associated company (or its adress data, e.g. city, post code of the company) of a read more

Reply Companies Contacts Workflows

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 20, 2021 06:58

Hi @MM-SPONSORs , It's not possible to compare two records in HubSpot workflows but luckily, you might not even need that here. The goal...read more