Hello, I'm trying to build something and I'm struggling with this, I would think it would be much more common: We have multiple products Each product is transaction-based and tiered so for example: Product A, 1-100 transactions are priced at read more

Hello! I would like to create a workflow that sends an email to our clients who have an appointment with a sales representative that is currently out of the office. For example, if someone is out sick and has 3 meetings scheduled, I’d like t read more

Hi all , i suggest below 5 workflows will save teams hours every week while boosting conversion rates. 1. Deal Stage Follow-Up Reminders 📌 Automatically remind reps to follow up when deals sit too long in a pipeline stage. → No more stall read more

Hello, I am trying to create a workflow to automatically email someone who places an order with my company but doesn't place another order after 8 months. I have a Zapier that will automatically create a deal when someone places an order. I wan read more

Hi I'm looking for a way to branch a workflow based on time of day. So if the current system time is between 9am and 6pm, the workflow runs immediately. However if it's outside those hours, it delays until 9am the next day. Setting the read more

Hello, Hoping I can get some help with a formula or another way to resolve my scenario. The scenario When a Company becomes a 'Client' two things happen 1. We set a 'Client as of Date' 2. They are set to a type of New Business. 30 days a read more

Hello HubSpot Community, I'm trying to set up an automation triggered by submissions from playbooks in Sales Hub Enterprise. The goal is to either update the most recent call associated with a contact or alternatively create a new call. Howev read more

Hey All, I was wondering if anybody has a best practices for using Leads for SDRs? We are starting to use it and as the first SDRs join our company we are realising how it really should be used. We currently have it where all inbound leads are c read more

Hello! I tried to create a simple workflow that sends a follow up email to contacts who submitted a Contact Us form in our website (specifically to those who indicated that their ticket volume is below 1000). But when I turned on the workflow a read more

Hii team, I still have more questions about the Lead Object. I submitted previously posts for missing features on Lead Reporting and Lead Status not connected to Company Activities, but last time I was able to automate it with a work around. Now I' read more

I created a custom property for the Company object named Customer Lifetime Value . I want to automatically calculate the value of this property based on the sum of all associated deals. ChatGPT suggested creating a workflow that updates the value read more

How can I create a workflow that notifies a contact owner if their contact opened an email more that once?