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kvlschaefer on May 22, 2025
Hey Community, Here’s a quick overview of how to get set up for success using sequences. Check out the video and let us know your go to tip for maximizing sequences below. Tl;dr - HubSpot Sequences HubSpot Sequences read more
0 upvote
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msoren42 on May 21, 2025
Hello Community, We have StackAdapt integrated with HubSpot and I am wondering if it is possible to track and tag Contacts that engaged with a retargeting ad. Is there a way to do this with a custom property? Or am I limited to the First and Last T read more
0 upvote
3 Replies
Recognized Expert | Diamond Partner
May 21, 2025 13:50
Hi @msoren42 , Your colleague was on the right track, I think. You can use ad engagement as workflow criteria: You could then create ...read more
SBattuello on May 21, 2025
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 read more
0 upvote
3 Replies
Hall of Famer | Partner
May 22, 2025 06:43
@SBattuello if these users have an assigned paid sales seat, you can use the rotate record workflow action: https://knowledge.hubspot.com/records/...read more
Solved
RandyPat on May 21, 2025
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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 21, 2025 09:19
Hi @RandyPat , You're right, goals and workflow enrollment are not supported for deal-based workflows. However, other users have requested thi...read more
Solved
AArseni6 on May 20, 2025
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 read more
0 upvote
1 Reply
Accepted solution
Contributor
May 20, 2025 13:37
Hey @AArseni6 , Unfortunately, there's no setting to adjust formatting in that area. The Quantities Detailed Page defaults to whole numbers if that...read more
kvlschaefer on May 20, 2025
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 read more
1 upvote
0 Reply
Solved
JSteimle on May 20, 2025
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 read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 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...read more
Solved
WFoster8 on May 19, 2025
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 read more
Accepted solution
Hall of Famer | Partner
May 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...read more
Solved
HSalah on May 19, 2025
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 read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 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 ...read more
Solved
GarrosCaro on May 19, 2025
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 💟
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 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...read more
mGéza_ on May 18, 2025
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 read more
0 upvote
2 Replies
Participant
May 18, 2025 15:52
Hi @karstenkoehler , Thanks for your answer! I've read about a few work arounds 🙂 I've just wanted to avoid the PITA each brings. ...read more
Solved
tverdokhlib1 on May 17, 2025
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 read more
0 upvote
1 Reply
Accepted solution
Contributor | Diamond Partner
May 18, 2025 02:19
Hey @tverdokhlib1 , There could be few different ways to solve this. Custom coded actions can definetelly solve it within an Invoice workflow,...read more
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