La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Hi, I have noticed that on the deal record page -> Line Item Summary, all quantities have 6 default decimal points. However, when I check the Line Items Detailed Page, all quantities are displayed as whole numbers. Is there a way to get ri Lire la suite
Hey @AArseni6 , Unfortunately, there's no setting to adjust formatting in that area. The Quantities Detailed Page defaults to whole numbers if that...Lire la suite
Ready to supercharge your outreach with HubSpot Sequences? I’ve gathered all the Community insights to bring you a comprehensive collection of pro tips for getting your sequences set up for success.
Don't see your favorite trick? Let us kn Lire la suite
Hi everyone, i have this workflow where contacts come into the system based on forms. We create leads off of those contacts. The problem is when I select the create record action I am not able to assign the lead to an owner. As a sidenote, we d Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 20, 2025 05:56
Hi @JSteimle ,
Do you have the setting enabled that syncs the lead owner with the contact or company owner? https://knowledge.hubspot.com/obj...Lire la suite
Hi, We have a series of memberships unqiue to both contacts and customers that we keep a record of in HubSpot. One of the ones unique to companies is 'Founding Member', declared by a custom property. Contacts on the other hand can be a Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 19, 2025 12:00
Hi @WFoster8 ,
If this role is descriptive if the relationship between contact and company, then yes, this should be managed through associati...Lire la suite
A client has a website that has a subscribe button with an input field for users to type their email in it. The website is not hosted on hubspot and the client requests that when he clicks on the button that the email using a workflow to be added to Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 19, 2025 06:20
@HSalah could you confirm that you reviewed the CTA documentation I shared? It explains how you create a CTA that includes a form - the submission ...Lire la suite
Hi community, I'm wondering if you could enlighten me with this: “How to update a contact property based on an event through a workflow?“ Having issues with finding steps for this. Appreciate your guidance 💟
Au panthéon de la communauté | Partenaire solutions
Mai 19, 2025 04:46
Hi @GarrosCaro ,
The workflow action for this is "Edit record" which allows you to set a value in any property of the enrolled or associated r...Lire la suite
Hi, There are 2 accounts for 2 companies : XX account and YY account. In the XX account there's the registered user with the email address AAA@xx.com . In the YY account there's the registered user with the email address BBB@yy.c Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 18, 2025 15:12
Hi @mGéza_ ,
What you're trying to do is unfortunately not possible, as far as I know. Either you invite one of the email addresses (yy) as a ...Lire la suite
Hey guys,
We use Stripe sync to sync invoices between Stripe and HubSpot. It works well, but we also need to indicate this data in Deals to have proper analytics.
While creating deals when a new invoice is added is straight forward, I can't Lire la suite
Hey @tverdokhlib1 ,
There could be few different ways to solve this. Custom coded actions can definetelly solve it within an Invoice workflow,...Lire la suite
Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status?
Au panthéon de la communauté | Partenaire solutions
Mai 15, 2025 06:39
Hi @ASobusiak ,
Are you referring to the contact object or lead object?
For the lead object, no, there aren't lead pipeline rules yet, l...Lire la suite
How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks
Hi @PNeill1 ,
Typically, when they are adding in the records, it will default ownership to them unless they select someone else. Additionally,...Lire la suite
Context: We are still in the midst of building out our HubSpot instance and looking for a way to track and automate change orders for our deals. I'm testing in our sandbox and here's where I'm at. I've created an automated workflow that copies Dea Lire la suite
Here are more details, in case anyone else runs into the issue.
The objective was to copy values from specific line items associated with a dea...Lire la suite
We're currently using the Services custom object to track customers' onboarding. This is going well with our responsive customers, but we're struggling with our unresponsive ones. We're not using a sequence (yet) as we're still fleshing out the Lire la suite
Hey @Adam_W , Use default property Recent sales email replied date → auto-updates on replies. HubSpot Property Reference Create custom c...Lire la suite
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