Bonjour Je voudrais créer un Workflow : Copier le contenu d'une propriété "Provenance saisie manuelle" qui est dans la fiche Contact vers la même propriété "Provenance saisie manuelle" qui est dans la fiche Transaction. J'ai déjà les propriétés read more
Bonjour @JEROMEH ,
Pour une propriété d'origine, vous pouvez envisager de créer simplement une propriété de synchronisation sur l'objet transa...read more
Hi Team, I’m new to HubSpot and SFDC campaign mapping and need some help understanding the behavior we’re seeing. Since there’s no direct way to sync the HubSpot Campaign Object with the SFDC Campaign Object , we’ve used a single text field ma read more
@小宮山瑞夕
You should first find where the segment is used (perhaps in the email or a workflow) and then remove it from there before deleting the se...read more
Always Listen to every suggestions of each people in the group Establish a bond to become comfortable with each other Be a good Leader and a good Team Player
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 @SKarmali
That’s a smart workflow design and yes, the re-enrollment lag you’re hitting is a known limitation when mixing object-based and con...read more
Hi everyone, I wanted to share a few practical CRM tips that have helped our marketing team stay organized and improve campaign efficiency: Use custom properties to track key marketing data such as lead source or campaign type. Set up automat read more
Hi Community, Looking for some way to stop Hubspot from tracking and logging of INTERNAL emails within our company. Why - for obvious privacy and confidentiality reasons. How do we do this stop this? We DO want to log and track EXTERNAL emai read more
@KFarn the typical reason why internal contacts exist is typically because of testing reasons. Someone creates a test contact, submits a website fo...read more
Hi, guys. I'm struggling to change the properties I made on the "Deals" page. For some reason, although I am the super owner of our company's CRM, when I go into the settings and I try to alter the pre-defined properties, I get a notification that s read more
I get really confused between the State/Region Property and State/Region Code property in HubSpot. They are both text properties and it is messy. I have another property set up called "Select State", that I have populated with all 50 States and also read more
Hi @Stacks42 ,
The official definitions of these fields are as follows: https://knowledge.hubspot.com/properties/hubspots-default-contact-pro...read more
I'm looking to understand the best way for my team to be able to use snippets that have pre-approved documents listed as links within them. We don't want to use the "files" URLs because the permissions on what gets uploaded into the "files" libr read more
Hey, @DHochman 👋 thanks for the interesting question. I checked older threads but didn't see a great 3rd party option to achieve your goal. If...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 @Smanstey ,
This is most easily achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properti...read more