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Administration February 23, 2024
Welcome to the Workflows Library 📚
Hi Community Members, Welcome to the Workflows Library - a growing catalogue of example workflows to help achieve your goals and ... -
Administration February 23, 2024
Guidelines on Creating a Workflows Library Use Case
We are accepting new submissions and workflow use cases for this library, as well as content ideas. If you would like to submit yours, pl... -
Administration February 23, 2024
Welcome to the Workflows Library 📚
Hi Community Members, Welcome to the Workflows Library - a growing catalogue of example workflows to help achieve your goals and ... -
CRM Enterprise Forms Professional November 06, 2023
Capture Individual Form Submission Dates on Contacts
HubSpot Forms are a valuable tool to collect new leads and grow your business. There are many ways to analyze form submission data t... -
Calculation Contacts-based CRM September 27, 2022
Calculate a Contact's Age Based on a Date of Birth Property (or Time Between Date Property & Today)
PURPOSE & USE CASE This workflow helps calculate a contact's age based on their date of birth, but can be used to calculate the tim... -
Calculation Contacts-based CRM Marketing Reporting Sales Workaround September 27, 2022
Store Today's Date in a Contact Record Property for Time Between Calculations and Reporting
ORIGINAL AUTHOR: Neal Morrin, HubSpot PURPOSE & USE CASE This workflow stores and updates today’s date in a contact record prope... -
Deals-based Reporting Sales September 23, 2022
Focus on deals that are too long in a deal stage
PURPOSE & USE CASE This pair of simple workflows facilitates the surfacing of deals that remain in a deal stage too long ensuring t... -
Contacts-based Marketing Reporting Workaround September 22, 2022
Report on Email Subscription Opt Outs and/or Opt Ins Over Time
PURPOSE & USE CASE This workflow stores the date a contact opts out or opts into specific marketing subscription types for the purp... -
Administration Assignment Quotes-based Sales September 21, 2022
Assign different Quote Approvers
Assign different Quote Approvers, Auto approve/reject certain quotes. PURPOSE & USE CASE This workflow allows respite for q... -
Contacts-based CRM Data Hygiene Data management Workaround September 05, 2022
Notify Contact Owner when a Contact Record's Primary Email Address is Updated
PURPOSE & USE CASE This workflow emails the contact owner to let them know when their contact's primary email address is updated. T... -
Companies-based CRM Marketing Sales Scoring segmentation July 19, 2022
Identify and Assign Target Accounts in HubSpot
PURPOSE & USE CASE This company-based workflow identifies and assigns the right companies in the customer portal as Target Acco... -
Administration Contacts-based CRM Data management June 21, 2022
Copy primary associated company record name to contact record company name if unknown
PURPOSE & USE CASE If unknown, update a contact record’s company name property, which is not automatically populated by associatio...
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