Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works read more

Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number read more

Hi there, Can anyone suggest a way to use personalization tokens in an email so different recipients get a different URL (for a document) in the body of the email? E.g. sending one email but multiple customers will see a different URL depending read more

I have a workflow that sends Contact property data to Google Sheets when ANY form is submitted. It uses the Hubspot Google Sheets app which can only send a Contact property ( https://app-eu1.hubspot.com/ecosystem/25901100/marketplace/apps/marketing/ read more

Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n read more

In Contacts, I created seven custom Views. In each View, I made a separate Advanced Filter to parse my contacts. Example, View #1: All Contacts (HubSpot created view), no Advanced Filter View #2: US Team (my custom view), with Advanced Filter read more

Dear HubSpot Community Support, We're encountering a problem where contacts not supposed to become leads are being categorized as leads in our automated lifecycle stages flow. Despite reviewing workflows and forms, we can't identify any errors o read more

Hi guys, I am looking for a solution where I want to consider all the previous changes in a numeric field (such as Currency Field) in a workflow. Here is the case, we want to track our customer's payments in a field (Let's call it "Pay amount" read more

Hi there experts. I have a 20-email lead nurture workflow created for marketing contacts. After the completion of the workflow, if a contact hasn't converted to become a customer within 30 days, we want to set their status to become a non-market read more

So long story short - we host events and I want every time someone attends an event their score to go up by 1. So let's say these 3 contacts exist and have currently attended this many events: Max - 0 Mary - 6 Mohammad - 3 They attended a read more

Hi there! I am not sure if this is the correct place to ask this question but....here goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th read more

We use the out-of-the-box lifecycle stages in HubSpot. I've noticed our sales team will often mark a single lead as "sales qualified lead" or "opportunity", but not all the leads. I would like to create a process that marks all leads an opportu read more