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Solved
PSterkenburg on January 29, 2025
I have Sales Hub Starter, and have a dev environment, where I of course have access to Enterprise features. However, I want to help answer questions and do demo test setups for (potential) clients, who for example are on Sales Hub Pro. How do I s read more
Accepted solution
Participant
January 29, 2025 14:27
Hi PSterkenburg , You’re looking to replicate Sales Hub Pro’s features/limits for testing without Enterprise-level access. Since dev environment...read more
Solved
_MMDL on January 16, 2025
Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 16, 2025 12:53
Hi @_MMDL , Yes, this is possible via the 'Edit record' workflow action in a deal-based workflow: Best regards!
evmwang on January 13, 2025
Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
8 upvotes
17 Replies
January 29, 2025 21:27
MI UNIVERSIDAD ME DIO EL ENLACE
Solved
mlnativemsg on January 07, 2025
Hello, Trying to set up a workflow where once a user is imported into HubSpot, a task is created and finished immediately, and then a new task is created. Currently, once the user is imported, a task is created, but I then need to finalize t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 07, 2025 14:59
Hi @mlnativemsg , This is easiest done with two workflows – a first one that creates the first task, and a second task -based workflow (not c...read more
Solved
KWhite1 on November 27, 2024
Hi there! With one of the recent updates, I have having a hard time editing my enrollment and unenrollment triggers in my workflows. I have several workflows set up and connected to pipelines so that if a deal enters a state of a the pipeline read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 23:58
Hi @KWhite1 , Are you able to create new workflows and set up unenrollment based on deal stages in the left sidebar / unenrollment tab as show...read more
Solved
VinceRapp on November 26, 2024
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more
Accepted solution
Top Contributor | Platinum Partner
November 27, 2024 06:01
Hi @VinceRapp , What a great (and really unique) use-case for Notes, I love reading about these! Mirroring what Pam has said, a workflow...read more
Solved
AdamRooney on November 24, 2024
Please note I am a salesforce admin, now trying HubSpot foe differnet side company I am involced with, but my perspective is heavily influenced by my salesforce knowledge. I have a small company that interfaces with people, not "companies". In read more
1 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
November 25, 2024 10:41
hi @AdamRooney it depends on how you setup the integration with HubSpot and Wave you can take a look at Zapier that can help you sync better t...read more
Solved
DJohnson4 on November 19, 2024
Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more
Accepted solution
Participant | Gold Partner
November 20, 2024 08:03
Hi @DJohnson4 , You can try this approach, Policy (Deal) : The Deal object is used to represent the insurance policy as the central hub. ...read more
Solved
JBigbee1 on November 14, 2024
Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more
Accepted solution
Participant
November 14, 2024 23:56
Thank you!!! Please check it out and tell your friends 😄
Solved
basdenhoed on November 06, 2024
Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website reques read more
Accepted solution
Top Contributor
November 08, 2024 05:14
Hi @basdenhoed , this is an interesting challenge and something I'd gladly discuss further. We are developing a sales assistant for HubSpot tha...read more
Solved
elaineyang on September 23, 2024
Hi everyone! I would like to filter out a group of contacts which is not of my team's interest. We basically would like to filter out the contacts that have been imported by our Marketing team and has grouped them under 'EDM Mailing List'. read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
September 23, 2024 23:58
@elaineyang I just tested this in my portal and it worked fine. Could you double check, refresh your tab, try again? Could you share another screen...read more
MKonrad on September 03, 2024
Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more
0 upvote
1 Reply
Key Advisor
September 03, 2024 23:48
Hi @MKonrad Just a few clarifying questions: When you say customer object do mean the company object or custom objects? You are sa...read more
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