Tips, Tricks & Best Practices

I have a contact based wf that's supposed to update the ticket with the inspection date and time based on a form the inspectors are filling out, seemed to be working well all this time until I realized instead of updating the corresponding ticket on read more

I keep hearing from HubSpot agencies that portal documentation is one of the biggest pain points — especially during handoffs and audits. Hundreds of workflows, custom properties everywhere, and no written record of what anything does or why it was read more

Hi All! Bit of a long one this, but I have created a process where we use Lead Source and Lead Source latest and when they update this creates a lead. i.e. Demo Form submission comes in -> workflow that checks if Lead source is unknown if so read more

Hi everyone, I’m looking for best practice advice on building a contact-based workflow that flags leads as “Priority to Contact” based on engagement with a re-engagement email campaign. Use case: We’re running re-engagement campaigns f read more

Our ops team is responsible for gathering client information when they become a customer. I want to notify certain people with an internal email a few days after they are Onboarded to alert them if any of a list of contact properties are blank. Wond read more

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each read more

I'm looking for some help with a set of workflows I'm building to support a partner référrąӏ* process. We have a form that collects a referring partner's email address and various other fields related to the client they're referring, which are c read more

Hi all - hoping someone can assist as HubSpot support has had this for a couple of weeks and seemingly no luck. I have a company date property - Regulatory Judgement Date - which is updated manually. I also have a 'Next Expected Regulatory Judge read more

Hi everyone, I’m looking for best practices to keep HubSpot aware of employee availability — for example, when a HubSpot user is on vacation or sick, new inbound leads should automatically route to another owner. We use Personio as our HR s read more

Hi everyone, How can I track which contacts have been enrolled into a workflow? I want to track their lead status as it will be changed manually. However, I want only the lead statuses of those who have been enrolled into the particular workflow t read more

We had a client who had a unique ask. They needed a way to assigned serialized contract numbers for clients. What they needed: Contract numbers that increase by 1 for each new contract (ex: 001, 002, 003, etc). Support for contracts fo read more

doesn't anyone have a workflow template that recreates these lead pipeline stage automations? These toggles aren't available for new lead pipelines, so i need to create custom workflows to progress leads (for the new pipeline) to the next stage, jus read more