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RElmore on March 07, 2023

I am trying to trigger a workflow (image attached) that starts the workflow when a deal in the Sales Pipeline is moved to the Contract Completed stage. Below is how I have it structured, however whenever I move a deal to that stage the triggering e read more

Reply Workflows

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 07, 2023 10:27

Hi @RElmore , A few things that could cause this issue: The workflow is a contact -based workflow. It would not enroll a deal but a conta...read more

SVerma8 on March 01, 2023

Want to create a 2way sync between Jira and Hubspot

Hello, I did Hubspot Jira Integration and that is working fine. One issue that I am facing is syncing the Ticket priority from Jira to Huspot and from Hubspot to Jira. In Hubspot Priority field, we have only status Low, Medium & High. No read more

Reply Integrations Workaround Workflows

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Shay_B

Contributor

March 02, 2023 13:22

I think Jira Issue is known with re-enrolment should trigger it every time non?

drafeedie on February 15, 2023

Snooze automation - similar to gmail

Our team often requests information from customers and expects to receive it by a certain date. In the world of gmail, they would "snooze" the email so that it would pop back into their inbox on that certain date. If they had not received a reply, t read more

Reply Professional Tickets Workflows

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drafeedie

Contributor

February 15, 2023 12:10

Hey @franksteiner79 - yes we've considered... but for this purpose we are looking for something more manual as we have a variety of use cases that ...read more

Solved

MKainu on January 24, 2023

Creating a Workflow for Non-Disclosure Agreements

Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more

Reply best practices Professional Workflows

1 upvote

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Accepted Solution

jolle

Key Advisor | Platinum Partner

January 24, 2023 18:56

Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some tho...read more

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CGoodwinOlsen on April 25, 2022

How to send an email update to many tickets

We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more

Reply Admin best practices Contacts Conversations Enterprise How-To Lists Marketing Email Quick Tutorial Service Tickets Workflows

1 upvote

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Jnix284

Thought Leader | Partner

May 10, 2022 06:39

Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more

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Honorable on June 29, 2021

Hubspot onboarding, sequences and workflows

Hi there. I am de/reconstructing our customer onboarding process and would like to borrow (steal?) from the Hubspot playbook. 🙂 The biggest area I am having trouble wrapping my head around is using workflows vs. sequences in the onboarding p read more

Reply Sequences Service Tickets Workflows

1 upvote

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DanielZarick

Participant

June 08, 2022 22:00

Hey @Honorable ! This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding). Have yo...read more

Solved

AdrianoGritti on June 14, 2021

Open tickets after a deal meets a criteria

Hello All, I need to create a ticket to one of my pipelines every time a Deal has a specific Lien Item. Can anyone help me with that?

Reply Workflows

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AdrianoGritti

Participant

June 15, 2021 12:22

That's fantastic!!! Thanks a lot, Karsten! I already implemented it.

Solved

breville on March 30, 2021

Automation of tasks for customers to action

Hi there, I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow... I have a number of tasks in our project management process that our customers need to carry read more

Reply Service Workflows

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karstenkoehler

Hall of Famer | Partner

March 30, 2021 06:55

Hi @breville , This would be the first thing for you to figure out. If you want to automate reminders, those reminders have to be triggered by...read more

Solved

MBoric on February 15, 2021

Using company tokens in contact workflow - Birthday Notifications

Hey HubSpot Community! We ran into an issue that I couldn't find the answer to recently, and I just wanted to ask if somebody has managed to resolve a similar issue. Our company has set up a Workflow (contact-based, focusing on a date), wher read more

Reply Workflows

1 upvote

4 Replies

Accepted Solution

Phil_Vallender

Most Valuable Member | Elite Partner

February 15, 2021 07:28

Hi @MBoric I assume you are using a 'send internal notification' type action in the workflow to post the information to Slack? These indeed ...read more

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