Hello, I'm working on creating a workflow in HubSpot where: When a lead selects their country in a form, they are automatically assigned to the correct Sales Rep as their Contact Owner. The Contact Owner should be determined based on the selecte Lire la suite

Hi everyone, I'm working with deal- based workflows in HubSpot, and I need some help setting up an automation rule. 🔁 Here's what I'm trying to achieve: If a deal is enrolled Lire la suite

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

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

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

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

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 💟

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

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

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?

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