# \#workaround **URL:** https://community.hubspot.com/tag/workaround/2227.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Getting handwritten notes on Tablet into Hubspot](https://community.hubspot.com/t/getting-handwritten-notes-on-tablet-into-hubspot/97874)
**Author:** [@DOMMA](https://community.hubspot.com/u/DOMMA)\ **Replies:** 8\ **Last updated:** [November 8, 2026, 3:05am UTC](https://community.hubspot.com/t/getting-handwritten-notes-on-tablet-into-hubspot/97874 "2026-11-08T03:05:13Z")
Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact.… --- ## [Product-Based Line Item Update for Associated Deals](https://community.hubspot.com/t/product-based-line-item-update-for-associated-deals/161100)
**Author:** [@Siddhesh\_Shigwan](https://community.hubspot.com/u/Siddhesh_Shigwan)\ **Replies:** 4\ **Last updated:** [October 29, 2026, 12:37pm UTC](https://community.hubspot.com/t/product-based-line-item-update-for-associated-deals/161100 "2026-10-29T12:37:47Z")
We have a requirement to implement a Product-based update mechanism in HubSpot. The requirement is as follows: When any p… --- ## [Payment Schedules or milestone payments](https://community.hubspot.com/t/payment-schedules-or-milestone-payments/147288)
**Author:** [@D\_Azcunaga](https://community.hubspot.com/u/D_Azcunaga)\ **Replies:** 5\ **Last updated:** [October 23, 2026, 3:15pm UTC](https://community.hubspot.com/t/payment-schedules-or-milestone-payments/147288 "2026-10-23T15:15:26Z")
Hello, Recently I got a client on HubSpot for an implementation. They offer wedding photography and videography services. In… --- ## [Paying for HubSpot and monday.com? Let's see if you need both](https://community.hubspot.com/t/paying-for-hubspot-and-monday-com-lets-see-if-you-need-both/161756)
**Author:** [@Gilempert](https://community.hubspot.com/u/Gilempert)\ **Replies:** 2\ **Last updated:** [October 13, 2026, 11:21am UTC](https://community.hubspot.com/t/paying-for-hubspot-and-monday-com-lets-see-if-you-need-both/161756 "2026-10-13T11:21:45Z")
Hi everyone :slight\_smile: If your team closes deals in HubSpot and then manages delivery in monday.com, you’re invited to o… --- ## [Custom Report Builder: Formula Fields](https://community.hubspot.com/t/custom-report-builder-formula-fields/130817)
**Author:** [@PHA\_iPadag](https://community.hubspot.com/u/PHA_iPadag)\ **Replies:** 5\ **Last updated:** [October 1, 2026, 2:28pm UTC](https://community.hubspot.com/t/custom-report-builder-formula-fields/130817 "2026-10-01T14:28:02Z")
Trying to create a report that is a count of our total Deals that are marked as Closed Won or Closed Lost as a single count. … --- ## [How can us one-person entrepreneurs afford email sequencing?](https://community.hubspot.com/t/how-can-us-one-person-entrepreneurs-afford-email-sequencing/91133)
**Author:** [@AWilliams73](https://community.hubspot.com/u/AWilliams73)\ **Replies:** 6\ **Last updated:** [September 30, 2026, 7:39am UTC](https://community.hubspot.com/t/how-can-us-one-person-entrepreneurs-afford-email-sequencing/91133 "2026-09-30T07:39:58Z")
In my small travel agency I’m finding use cases where multi-step email sequencing campaigns would be a huge help. I assume I’… --- ## [Customer Agent Behavior](https://community.hubspot.com/t/customer-agent-behavior/159623)
**Author:** [@OCoppinger](https://community.hubspot.com/u/OCoppinger)\ **Replies:** 6\ **Last updated:** [September 25, 2026, 1:35pm UTC](https://community.hubspot.com/t/customer-agent-behavior/159623 "2026-09-25T13:35:07Z")
Hi Everyone, The Customer Agent’s capabilities are amazing, but at the same time extremely frustrating, so I wanted to share… --- ## [Outbound Lead creation](https://community.hubspot.com/t/outbound-lead-creation/148057)
**Author:** [@NFayad](https://community.hubspot.com/u/NFayad)\ **Replies:** 4\ **Last updated:** [September 24, 2026, 6:03am UTC](https://community.hubspot.com/t/outbound-lead-creation/148057 "2026-09-24T06:03:36Z")
Looking for guidance / workaround on HubSpot Lead object + sequence activity :backhand\_index\_pointing\_down: We’ve recently i… --- ## [Associate All Contacts Associated To A Company To Any New Deal Via Workflow](https://community.hubspot.com/t/associate-all-contacts-associated-to-a-company-to-any-new-deal-via-workflow/147514)
**Author:** [@CSchenk](https://community.hubspot.com/u/CSchenk)\ **Replies:** 2\ **Last updated:** [September 17, 2026, 1:42pm UTC](https://community.hubspot.com/t/associate-all-contacts-associated-to-a-company-to-any-new-deal-via-workflow/147514 "2026-09-17T13:42:29Z")
I truly hate the new platform for HubSpot’s workflows. It is by far way to cumbersome especially for associating records to o… --- ## [PSA: the Workflows API accepts an association-absence filter that silently never runs](https://community.hubspot.com/t/psa-the-workflows-api-accepts-an-association-absence-filter-that-silently-never-runs/158179)
**Author:** [@Pietro87](https://community.hubspot.com/u/Pietro87)\ **Replies:** 2\ **Last updated:** [September 15, 2026, 11:42am UTC](https://community.hubspot.com/t/psa-the-workflows-api-accepts-an-association-absence-filter-that-silently-never-runs/158179 "2026-09-15T11:42:27Z")
Sharing something that cost me a while to find, in case it saves someone else the same afternoon. Association absence cannot… --- ## [Internal notifications go to all recipients in one email, not individual ones](https://community.hubspot.com/t/internal-notifications-go-to-all-recipients-in-one-email-not-individual-ones/77551)
**Author:** [@SBrown6](https://community.hubspot.com/u/SBrown6)\ **Replies:** 5\ **Last updated:** [September 10, 2026, 3:23pm UTC](https://community.hubspot.com/t/internal-notifications-go-to-all-recipients-in-one-email-not-individual-ones/77551 "2026-09-10T15:23:36Z")
As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such a… --- ## [How to handle shared (general) phone numbers?](https://community.hubspot.com/t/how-to-handle-shared-general-phone-numbers/124521)
**Author:** [@Adam\_W](https://community.hubspot.com/u/Adam_W)\ **Replies:** 3\ **Last updated:** [August 18, 2026, 7:44am UTC](https://community.hubspot.com/t/how-to-handle-shared-general-phone-numbers/124521 "2026-08-18T07:44:58Z")
Working exclusively in the education (K-12) school sector, many/most of our contact records will have a unique email address … --- ## [Aggregating properties from a form](https://community.hubspot.com/t/aggregating-properties-from-a-form/133396)
**Author:** [@Caitlin22](https://community.hubspot.com/u/Caitlin22)\ **Replies:** 4\ **Last updated:** [August 3, 2026, 8:11am UTC](https://community.hubspot.com/t/aggregating-properties-from-a-form/133396 "2026-08-03T08:11:13Z")
Hi, Im wondering if anyone has found an easy way to combine/aggreate properties used within a form into one place. For examp… --- ## [Can I sync dropdown and text fields with Salesforce in HubSpot?](https://community.hubspot.com/t/can-i-sync-dropdown-and-text-fields-with-salesforce-in-hubspot/151645)
**Author:** [@SmartListGhost](https://community.hubspot.com/u/SmartListGhost)\ **Replies:** 3\ **Last updated:** [July 8, 2026, 5:44am UTC](https://community.hubspot.com/t/can-i-sync-dropdown-and-text-fields-with-salesforce-in-hubspot/151645 "2026-07-08T05:44:11Z")
Quick question…if I map a dropdown property from Hubspot to a single-line text field in Salesforce…with the ‘Prefer Salesforc… --- ## [Missed Call/VM SMS triggered only after hours & weekends](https://community.hubspot.com/t/missed-call-vm-sms-triggered-only-after-hours-weekends/150745)
**Author:** [@bavarela](https://community.hubspot.com/u/bavarela)\ **Replies:** 5\ **Last updated:** [June 29, 2026, 1:00pm UTC](https://community.hubspot.com/t/missed-call-vm-sms-triggered-only-after-hours-weekends/150745 "2026-06-29T13:00:11Z")
We currently have a HubSpot workflow that notifies the sales team of missed calls or voicemails from their contacts. We are looking to send those contacts to a separate workflow that triggers an SMS to the caller, but on… --- ## [How can I automatically log Microsoft Teams messages in HubSpot?](https://community.hubspot.com/t/how-can-i-automatically-log-microsoft-teams-messages-in-hubspot/150690)
**Author:** [@CFieg](https://community.hubspot.com/u/CFieg)\ **Replies:** 2\ **Last updated:** [June 23, 2026, 8:32pm UTC](https://community.hubspot.com/t/how-can-i-automatically-log-microsoft-teams-messages-in-hubspot/150690 "2026-06-23T20:32:23Z")
Hi, does anybody have a solution to document teams messages automatically within the Hubspot contact record? We have the prob… --- ## [Contact picker for associations](https://community.hubspot.com/t/contact-picker-for-associations/150012)
**Author:** [@JoelV](https://community.hubspot.com/u/JoelV)\ **Replies:** 1\ **Last updated:** [June 4, 2026, 9:10am UTC](https://community.hubspot.com/t/contact-picker-for-associations/150012 "2026-06-04T09:10:18Z")
Hi HubSpot Community, I’m trying to improve our ticket creation process and wanted to check whether this is possible in HubSpot. Current situation: I create a ticket directly from a company record. The new ticket is … --- ## [Log emails for contacts with multiple deals](https://community.hubspot.com/t/log-emails-for-contacts-with-multiple-deals/149839)
**Author:** [@sophiezul](https://community.hubspot.com/u/sophiezul)\ **Replies:** 5\ **Last updated:** [June 1, 2026, 5:13pm UTC](https://community.hubspot.com/t/log-emails-for-contacts-with-multiple-deals/149839 "2026-06-01T17:13:18Z")
We use only the HubSpot BCC address for email logging and do not use the Outlook/Gmail add-in. Some of our contacts have multiple active deals at the same time. Therefore, it is important for us that only the relevant … --- ## [Customizing Date Range for Segment](https://community.hubspot.com/t/customizing-date-range-for-segment/149886)
**Author:** [@FIidabashi](https://community.hubspot.com/u/FIidabashi)\ **Replies:** 2\ **Last updated:** [June 1, 2026, 7:55am UTC](https://community.hubspot.com/t/customizing-date-range-for-segment/149886 "2026-06-01T07:55:55Z")
I’d like to create a retargeting list for contacts who are currently stuck in a specific deal stage by creating a segment. Ho… --- ## [Personalize a marketing email with website pages visited during the last x days in HubSpot](https://community.hubspot.com/t/personalize-a-marketing-email-with-website-pages-visited-during-the-last-x-days-in-hubspot/148678)
**Author:** [@WhamboMPS](https://community.hubspot.com/u/WhamboMPS)\ **Replies:** 7\ **Last updated:** [June 1, 2026, 12:33am UTC](https://community.hubspot.com/t/personalize-a-marketing-email-with-website-pages-visited-during-the-last-x-days-in-hubspot/148678 "2026-06-01T00:33:41Z")
I am supporting a client that is a non-profit publisher of local news. This client is licensed for HS Marketing Professional and HS Sales Professional. The client has an external website where their news articles are pub… --- ## [Rollup unique list of deal components to Company record](https://community.hubspot.com/t/rollup-unique-list-of-deal-components-to-company-record/149842)
**Author:** [@CLuehrmann](https://community.hubspot.com/u/CLuehrmann)\ **Replies:** 4\ **Last updated:** [May 30, 2026, 6:04am UTC](https://community.hubspot.com/t/rollup-unique-list-of-deal-components-to-company-record/149842 "2026-05-30T06:04:39Z")
Hey y’all- I have a list of around 14 tags that we have labeled “Deal Components”. These live at the deal level and i’m trying to get them all to roll up to their associated primary company. So far I have created a rol… --- ## [Account repeatedly auto-deactivated during Academy login](https://community.hubspot.com/t/account-repeatedly-auto-deactivated-during-academy-login/149469)
**Author:** [@A716](https://community.hubspot.com/u/A716)\ **Replies:** 1\ **Last updated:** [May 19, 2026, 5:49pm UTC](https://community.hubspot.com/t/account-repeatedly-auto-deactivated-during-academy-login/149469 "2026-05-19T17:49:22Z")
My account keeps automatically deactivating immediately after successful email verification. I can briefly access HubSpot Academy before the account is disabled again. I’m unable to stay logged in long enough to access c… --- ## [Branching & Filtering by Time (Custom Code)](https://community.hubspot.com/t/branching-filtering-by-time-custom-code/137706)
**Author:** [@halice](https://community.hubspot.com/u/halice)\ **Replies:** 4\ **Last updated:** [May 19, 2026, 6:25am UTC](https://community.hubspot.com/t/branching-filtering-by-time-custom-code/137706 "2026-05-19T06:25:31Z")
Sometimes you’d like to branch workflows or filter records based on time-related conditions - like whether it’s after business hours :three\_o\_clock: which day of the week / day within a month it is :spiral\_calendar:. To… --- ## [Translation of logged emails](https://community.hubspot.com/t/translation-of-logged-emails/149366)
**Author:** [@TM-OML](https://community.hubspot.com/u/TM-OML)\ **Replies:** 1\ **Last updated:** [May 14, 2026, 6:20pm UTC](https://community.hubspot.com/t/translation-of-logged-emails/149366 "2026-05-14T18:20:42Z")
We are a multi-lingual company and as I start onboarding more teams, the diversity of languages in emails logged against contact records is increasing. I can’t find a translate function built into Hubspot to allow users… --- ## [Need Advice on Building an Effective Onboarding Pipeline in ServiceHub](https://community.hubspot.com/t/need-advice-on-building-an-effective-onboarding-pipeline-in-servicehub/109595)
**Author:** [@leamoise](https://community.hubspot.com/u/leamoise)\ **Replies:** 6\ **Last updated:** [May 13, 2026, 6:05pm UTC](https://community.hubspot.com/t/need-advice-on-building-an-effective-onboarding-pipeline-in-servicehub/109595 "2026-05-13T18:05:14Z")
Hi everyone, I’m currently using ServiceHub for our company’s onboarding pipeline, and I’m facing a few challenges. Our clients don’t always complete onboarding steps in order, and sometimes they don’t finish all the st… --- ## [Marketing Event Status](https://community.hubspot.com/t/marketing-event-status/149157)
**Author:** [@TLarson5](https://community.hubspot.com/u/TLarson5)\ **Replies:** 3\ **Last updated:** [May 11, 2026, 9:00pm UTC](https://community.hubspot.com/t/marketing-event-status/149157 "2026-05-11T21:00:48Z")
Hi there - So I come from a Salesforce - Marketo background and I’ve struggled with figuring out the HubSpot alternative to the following feature: In Marketo, they have, what they call Marketing Progran Statuses, which… --- ## [ZoomInfo Enrich Account List Hack](https://community.hubspot.com/t/zoominfo-enrich-account-list-hack/149156)
**Author:** [@TLarson5](https://community.hubspot.com/u/TLarson5)\ **Replies:** 2\ **Last updated:** [May 11, 2026, 9:25am UTC](https://community.hubspot.com/t/zoominfo-enrich-account-list-hack/149156 "2026-05-11T09:25:47Z")
Hi there, We have a license of ZI Enrich. ZI’s HubSpot integration is “meh” at best. For example, ZI has informed me that they do not suppot the ZI Enrich List feature with the HubSpot integration - thereby limiting you… --- ## [Access to marketing software](https://community.hubspot.com/t/access-to-marketing-software/149139)
**Author:** [@PeekaB00](https://community.hubspot.com/u/PeekaB00)\ **Replies:** 1\ **Last updated:** [May 8, 2026, 6:19am UTC](https://community.hubspot.com/t/access-to-marketing-software/149139 "2026-05-08T06:19:49Z")
Hello to everyone in the community! I am new to Hubspot and Hubspot community. I heard from the initial video of HubSpot Marketing Hub Software that I would need an enterprise ORG for this. TBH I am learning and can’t a… --- ## [Preferred Language Property Workflow](https://community.hubspot.com/t/preferred-language-property-workflow/148132)
**Author:** [@connorohess](https://community.hubspot.com/u/connorohess)\ **Replies:** 4\ **Last updated:** [April 28, 2026, 9:43am UTC](https://community.hubspot.com/t/preferred-language-property-workflow/148132 "2026-04-28T09:43:31Z")
Hi There! I know that best practice is to set a contact’s “Preferred Language” property when creating the contact, often using a connected form field. The problem is my company has historically not done this, and we’re … --- ## [Writing Marketing Event Property to contact level](https://community.hubspot.com/t/writing-marketing-event-property-to-contact-level/147947)
**Author:** [@JSchlick](https://community.hubspot.com/u/JSchlick)\ **Replies:** 5\ **Last updated:** [April 17, 2026, 9:07am UTC](https://community.hubspot.com/t/writing-marketing-event-property-to-contact-level/147947 "2026-04-17T09:07:26Z")
Hi everyone, we want to start identifiyng cross-selling opportunities. To do this we would like to compare the topic of a Zoom webinar that a customer signed up to with the topic of the deal that they have. Ideally we c… [Next page](https://community.hubspot.com/tag/workaround/2227.md?match_all_tags=true&page=1&tags%5B%5D=workaround)