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Solved
RGasparetto on June 11, 2025
Good evening everyone, I’m looking for guidance on how to manage a contact’s marketing status based on their subscription activity using HubSpot workflows. Specifically: If a contact has at least one active subscription, they should be set as read more
Accepted solution
Recognized Expert
June 11, 2025 11:43
Hi @RGasparetto I have done this for s few customer's. You essentially need a list or two, one for when they should and shouldn't be marke...read more
Solved
OJohnson777 on June 10, 2025
I'm working with hubspot native marketing SMS, and there has to be a better way for our sales reps to create and send one off messages instead of creating new "templates" every single time?
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
June 10, 2025 11:19
Hi @OJohnson777 , At this time, the SMS function native to HubSpot is more geared around marketing vs 1:1 sales SMS messages, which is why one...read more
Solved
RGoldstein1 on February 19, 2025
Is it possible to have a knowledge base item restricted to hubspot users only? It looks like I can only restrict to contacts. I want to make an internal knowledge base for my team.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 20, 2025 00:15
Hi @RGoldstein1 , There is no dedicated feature for internal users, no, but you can leverage private content settings in Service Hub Professio...read more
Solved
SmartListGhost on January 13, 2025
What would be the best course of action for assigning new leads a state/region if I don't include that as a field on the form I'll be using? I know there's IP state/region but that it can be iffy, so just curious if anyone has attempted this and cre read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 00:17
Hi @SmartListGhost , One option would be enriching contacts through this new beta: https://knowledge.hubspot.com/records/enrich-your-contact-...read more
Solved
CODonnell185 on December 04, 2024
Hi all 🙂 I use HubSpot Marketing and Salesforce as my CRM. I have the integration setup and have the contact/lead owner as a two way sync between HS and Salesforce. I'm looking to set up an autoamtion or workflow, that, once I updat read more
Accepted solution
Thought Leader | Platinum Partner
December 04, 2024 10:57
Hey @CODonnell185 you just need a trigger workflow enrollment criteria, you can set the trigger to contact property > lead owner "is known". If ...read more
Solved
LFlanagan2 on November 25, 2024
Hi everyone! I’m looking for the most efficient way to track and capture visits to individual pages within our course library, with each course URL having its own unique path (e.g., /course-library/how-to-ace-a-job-interview). Current Setup read more
Accepted solution
Recognized Expert
December 04, 2024 07:02
Hello @LFlanagan2 !! Perfect, @danmoyle ! I'd like to complement with a practical solution that I've done here: > I set u...read more
Solved
JPair on October 08, 2024
We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country. Different countries have very different data privacy and consent management requirements now, and it would be ver read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 08, 2024 09:32
Hi @JPair , You're correct, this is currently not possible. While one could use custom properties and workflows to update the actual legal bas...read more
Adriane on April 23, 2024
We frequently partner with clients who offer a diverse range of informational brochures for download on their websites, catering to educational providers showcasing details about their various study programs or similar offerings. Typically, read more
Hall of Famer
April 24, 2024 20:07
Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...read more
Solved
BButterfield on March 25, 2024
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more
Accepted solution
Hall of Famer | Partner
March 26, 2024 01:05
Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more
Solved
DerekBallantyne on January 02, 2024
Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need read more
Accepted solution
Participant | Diamond Partner
January 16, 2024 01:33
Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...read more
Solved
MaxGPT on October 13, 2023
Hi all, I am looking for a way to merge contacts with the same phone number and different emails. For context, we get many resubmissions where the person submits with the same phone number, but different email, creating two separate contacts wh read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 13, 2023 13:39
Hi @MaxGPT , There is a code snippet here which you (or a developer) can adjust: https://github.com/HubSpot/sample-workflow-custom-code/blob/...read more
Solved
SClara on August 28, 2023
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
Accepted solution
Most Valuable Member | Diamond Partner
August 29, 2023 08:49
@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that whe...read more
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