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PamCotton on February 29, 2024
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
Thought Leader
May 03, 2024 05:11
Love it! An example I've "developed" a while ago: The honeypot What is it? Technically speaking a honeypot is a extra layer of spam ...read more
Solved
Lyna on March 28, 2024
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
1 upvote
3 Replies
Accepted Solution
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
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
0 upvote
4 Replies
Accepted Solution
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
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
0 upvote
6 Replies
Accepted Solution
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
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
0 upvote
1 Reply
Accepted Solution
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
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