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 @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
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
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
Hey @tverdokhlib1 ,
There could be few different ways to solve this. Custom coded actions can definetelly solve it within an Invoice workflow,...read more
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
Hi @PNeill1 ,
Typically, when they are adding in the records, it will default ownership to them unless they select someone else. Additionally,...read more
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 read more
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...read more
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 read more
Hi @All
Is there a way to create automation in HubSpot to block spam submissions? Someone has been submitting forms repeatedly, and I want to set up an automation to block the IP address and domain associated with the spam. I've already enabled read more
Hey @Ishan5 ! Not a perfect solution, but there's a new beta that might help! Navigate to the Settings cog in the top right hand of your portal >...read more
Hi everyone, We use HubSpot Meetings for booking and we're trying to optimize our lead follow-up process using HubSpot. We want to automatically cancel a meeting if the lead doesn't interact with our reminders (e.g. doesn't reply to WhatsApp read more
Hi everyone! I need some help please. We have 4 products available with our company and I am trying to create a team in HubSpot that can only see all the deals for 2 of the products. Unfortunately I can't change the deal owners as that is alread read more
Hi @RazorP ,
Record access in HubSpot is entirely based on ownership. If you cannot change deal ownership, then you're stuck in terms of chang...read more
Hello all, We have the following situation in our company: We use 1 HubSpot portal for all our branches (different countries and continents) We sell our products in several currencies Even if the same currency is used in two countries there read more
Using custom product properties like "Price EUR Spain" can work short term, but it does limit scalability and makes reporting or syncing with other t...read more
Hi @FelixC ,
Have you completed these basic troubleshooting steps? https://knowledge.hubspot.com/account-management/troubleshoot-hubspot-mobi...read more