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chrispower
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Member since ‎Nov 29, 2018
  • solutions
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  • Replies
    10
  • Upvotes Given
    5
  • Upvotes Received
    17
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Solved
Mhokano on July 14, 2020
Hello, Is it possible to migrate all Contact's properties from one account to another? And workflows?
Contributor
November 10, 2021
We've solved this by writing a script to extract all of the properties from one account, and then re-create them in a target account via the API, so ...read more
Stanz on February 10, 2021
Hi community! We are working a lot with partners. They usually provide us with leads and get a commission when their lead buys our service. We'd like to send our partners an e-mail whenever one of their leads has signed a contract. Basically read more
59 upvotes
18 Replies
Contributor
May 05, 2021
We have an almost identical use case. This would be very useful for us.
Solved
beng_dbmaestro on February 20, 2019
We have an external partner who deals with all our incoming contacts from a certain set of countries. I know how to create a workflow where whenever a user from one of these countries registers he recieves a notification email, but how can I make su read more
Contributor
March 22, 2021
Has something changed since this solution was posted? 'Send internal email' doesn't give the option to send to anyone who isn't a user in our Hubspo...read more
HubSpotMaster on January 28, 2019
Please implement a copying function for workflows that's similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we've built from one client portal to another. Currently, read more
68 upvotes
21 Replies
Contributor
March 04, 2021
+1 Being able to build a workflow in a dev/test account then deploy it to a production account would be really useful. The only options at the m...read more
Solved
Mhokano on July 14, 2020
Hello, Is it possible to migrate all Contact's properties from one account to another? And workflows?
Contributor
November 10, 2021
We've solved this by writing a script to extract all of the properties from one account, and then re-create them in a target account via the API, so ...read more
Shay on April 10, 2017
Migrated from legacy feedback forum with 68 votes. I have had several instances where the ability to set the default values for form fields would have saved me hours of integration time. For example: My client has 10 webinar pages each wi read more
1 upvote
7 Replies
Contributor
February 07, 2020
This method of setting default values using the form embed code doesn't appear to work for 'Dropdown select' fields. I've tested it successfully wit...read more
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