Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more
Is there any way to merge contacts using workflows based on certian criteria? Since the only way to bulk upload multiple email addresses on a single contact is with a custom field. I have a "email 2" and "email 3" field on my contacts. If a cont read more
Hi @nychd ,
Out of the box, this is not possible via workflow. In workflows it would require custom code actions , the help of a developer an...read more
One of my clients recently started using landing pages for their marketing and we're having an issue where the font is being ignored when I have a link in a regular paragraph. Is there a way to force the paragraph to use a certain font, when yo read more
Hello, I have imported and opted out a huge number of users to Hubspot. Since this is for a tempoary basis (to exclude them from our emails), I am looking for a way to opt-in them back. Is it possible to bulk opt-in a huge number of users? read more
Has anyone found a way to send an email note to a personalized field? Or found a successful way to override contact owners being people IN HubSpot? (As in, is there a way to override that field and make it an email versus a person from a dropdown li read more
Hey @AB_Provide ! As @MiaSrebrnjak mentioned it would be nice if you can share a clear example. Looking to your message it seems that it's possib...read more
Hi, Is it possible to convert a single-line text field into a date picker property? We are a travel company that has a chatbot live on our website as another channel for people to request a quote. One of the queries in this chatbot is "W read more
Hi @DJohnson4 ,
I'm not aware of any default workflow actions which would help with this. This can however be achieved with custom code action...read more
Hi there, We have one Hubspot account where we only use the Marketing hub, and another Hubspot account that is mainly used as a CRM. We are trying to find the most optimal way to "merge" them, however at the moment it looks like we will loose d read more
@SashaLibina Recognizing that this is an older thread, there is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Portal Migra...read more
How are you tracking interactions/events that HubSpot can't track automatically (trade show interactions, partner webinar registrations, etc.)?
I have some go-to methods but wanted to see if there are any others out there. Ideally, the solutio read more
Hi @tsprunk ,
For this you can capture the values by either custom objects or by native integration with the Webinar tools as that will create th...read more
Hello together, I want to find a solution for the following case in terms of trade fair registrations from customers that we get. We want to assign a code for a free ticket to everyone who signs up through our form on the landing page. The p read more
Hola guys, Michaela from Make here, hope everyone's having an exquisite Thursday! 👋 Looking at what @KTimmer1 is looking to do, I would defi...read more
Hi i am wanting some help with my companty records in HubSpot. I want to be able to click into a compant record and see all communication that has been made with the associating contact in the company activity. Currently if i have 30 associated c read more
Hi @TWalsh6 ,
HubSpot will associate some activities automatically accross associated records, see here . Anything else you'd have to associa...read more
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
Hi @ARivero1 ,
Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...read more