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JasonMM
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Member since ‎Sep 13, 2017
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Solved
javieryebenes on October 31, 2019
Always create contact for new email address on a progressive form
I want to create a form for my company with the option " Always create contact for new email address" but it seems like if I use this option I can't use progressive fields. Why? I don't understand what does one thing have to do with the other. read more
Reply Discussion Conversations Tickets
0 upvote
3 Replies
JasonMM
Participant
November 25, 2019
This reply got a little long so better to put my summary here at the top. Don't use Always create contact for new email address if you care about ...read more
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
232 upvotes
76 Replies
fabiohub
Member
October 14, 2020
here too!
Solved
leckerman on January 25, 2019
Personalization Token for "View this Record" in HubSpot?
Does anyone know how to include a link / personalization token in an automated workflow email with a link to the contact's record in HubSpot that triggered the workflow? When Hubspot sends internal notifications (like from a contact form), it inclu read more
Reply Discussion
8 upvotes
9 Replies
JGood
Contributor
July 02, 2021
Does this still exist in Hubspot? I cannot find this token in my list of choices. I'm creating an internal email from the workflow screen.
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
210 upvotes
75 Replies
matedavid
Participant
June 20, 2022
Great idea! We need this, I've just upvoted it! 🙂 If Hubspot could simply add a " form submission date " filter option to their report builder, tha...read more
Solved
mwilliams on April 09, 2018
Two unrelated records merged
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
Reply Discussion
8 upvotes
14 Replies
Stine
Participant
May 06, 2021
Just wanted to add the above workflow did not work for me (the one without the If/then branch). I found another suggestion here that I'm going to tr...read more
Solved
mwilliams on April 09, 2018
Two unrelated records merged
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
Reply Discussion
8 upvotes
14 Replies
Stine
Participant
May 06, 2021
Just wanted to add the above workflow did not work for me (the one without the If/then branch). I found another suggestion here that I'm going to tr...read more
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