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
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
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
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
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
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
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
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
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
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
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
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
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
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