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DavidVoigt
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner
Member since ‎Oct 12, 2021
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FionaSylanaj on January 10, 2024
How to create custom lead properties via API
Hi! I'm trying to create custom lead properties through the API. While HubSpot support has indicated that this is possible, I have not been able to find any documentation specifying the steps involved or the relevant API endpoint. Has an read more
Reply Discussion Developer tools
4 upvotes
6 Replies
DavidVoigt
Top Contributor | Diamond Partner
March 21, 2024
This fellow forum member has found the hidden function: https://app-eu1.hubspot.com/product-updates/143150304/?query=event
Solved
KLivingstone on February 08, 2024
Uploading documents
I have recently started a new job and have inherited Hubspot, which I have never used before. Our website has a download button that links to our company brochure and is all set up in Hubspot. I have recently updated the brochure to our latest read more
Reply Discussion Documents
0 upvote
2 Replies
DavidVoigt
Top Contributor | Diamond Partner
February 08, 2024
The documents tool is for usage in Sales (1:1) emails. Use Marketing -> Files and Templates -> Files to host documents and other assets for yo...read more
Solved
OBetzalel on February 08, 2024
Connect Domain - CNAME duplicate record in domain provider issue
Hi, We have issue that we configured the domain tracker for email clicks & landing page. The record we set are: click.example.com (Marketing email (web version)) & lp.example.com (Landing Page). The Host + Required Data was read more
Reply Discussion Enterprise Professional
1 upvote
1 Reply
DavidVoigt
Top Contributor | Diamond Partner
February 08, 2024
You should contact your domain provider's support so they can make sure there's no funny business with that CNAME record. Multiple subdomain names po...read more
HRich on May 31, 2023
Count of one to one emails sent, excluding sequences
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda read more
Reply Discussion Reports
1 upvote
2 Replies
DavidVoigt
Top Contributor | Diamond Partner
February 07, 2024
@TomasVR wrote: Finally, in your report, filter out the contacts where "Enrolled in Sequence" is set to "Yes." This will exclude any sequenc...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
963 upvotes
252 Replies
DavidVoigt
Top Contributor | Diamond Partner
December 12, 2023
+1 at the very least, when creating an object right then and there, in the workflow if another object (i.e. create deal from contact) have the option...read more
Mark_T on February 23, 2023
Workflow Trigger On Value Change
So, I'd like to make a suggestion for an improvement to workflows, please. Currently, we have a deal-based workflow that gets triggered if a property has been updated within the last 24 hours. However, when this happens, the workflow only trigge read more
Reply Discussion Workflows
1 upvote
6 Replies
DavidVoigt
Top Contributor | Diamond Partner
November 08, 2023
> if you want to trigger workflow enrollment when a deal name changes, set it to "Deal name is known" and enable re-enrollment for it. This wi...read more
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