# \#workflows **URL:** https://community.hubspot.com/tag/workflows/34.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [How-To & Exchange: How do you track churn / customer attrition in HubSpot (Free, Starter & P](https://community.hubspot.com/t/how-to-erfahrungsaustausch-wie-trackt-ihr-churn-kundenabwanderung-in-hubspot-free-starter-p/163343)
**Author:** [@PepDev](https://community.hubspot.com/u/PepDev)\ **Replies:** 1\ **Last updated:** [October 31, 2026, 12:09pm UTC](https://community.hubspot.com/t/how-to-erfahrungsaustausch-wie-trackt-ihr-churn-kundenabwanderung-in-hubspot-free-starter-p/163343 "2026-10-31T12:09:46Z")
Hi everyone, I am currently focusing intensively on the topic of customer retention and churn prevention for small businesses… --- ## [New Workflow Builder - Missing combo logic for Field AND Segment Membership](https://community.hubspot.com/t/new-workflow-builder-missing-combo-logic-for-field-and-segment-membership/163523)
**Author:** [@SarahLane-Hawn](https://community.hubspot.com/u/SarahLane-Hawn)\ **Replies:** 0\ **Last updated:** [October 30, 2026, 8:25pm UTC](https://community.hubspot.com/t/new-workflow-builder-missing-combo-logic-for-field-and-segment-membership/163523 "2026-10-30T20:25:31Z")
A old UI/New UI issue. Old workflows could combine branch logic for a contact field AND a segment membership. New UI does not… --- ## [Bulk Enroll for Workflow Editor](https://community.hubspot.com/t/bulk-enroll-for-workflow-editor/163518)
**Author:** [@SarahLane-Hawn](https://community.hubspot.com/u/SarahLane-Hawn)\ **Replies:** 0\ **Last updated:** [October 30, 2026, 8:05pm UTC](https://community.hubspot.com/t/bulk-enroll-for-workflow-editor/163518 "2026-10-30T20:05:25Z")
If it’s not already planned - it’s extremely necessary to have a manual bulk enroll feature for the wf editor. The old WF edi… --- ## [Data hosting US (west) to European Union (Germany)](https://community.hubspot.com/t/data-hosting-us-west-to-european-union-germany/163431)
**Author:** [@Thuruparan](https://community.hubspot.com/u/Thuruparan)\ **Replies:** 2\ **Last updated:** [October 30, 2026, 5:40pm UTC](https://community.hubspot.com/t/data-hosting-us-west-to-european-union-germany/163431 "2026-10-30T17:40:02Z")
How do I transfer data hosting location from United States (west) to European Union (Germany) - I have requested it, but I do… --- ## [HubSpot Workflow push to Google sheet](https://community.hubspot.com/t/hubspot-workflow-push-to-google-sheet/163466)
**Author:** [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Replies:** 0\ **Last updated:** [October 30, 2026, 1:06pm UTC](https://community.hubspot.com/t/hubspot-workflow-push-to-google-sheet/163466 "2026-10-30T13:06:22Z")
It would be nice to be able to push Labels not IDs to google sheets from the new workflow beta tool. ID’s are pretty useless… --- ## [How do you identify and monitor target companies on LinkedIn?](https://community.hubspot.com/t/how-do-you-identify-and-monitor-target-companies-on-linkedin/162887)
**Author:** [@Tomas-BCS-Digital](https://community.hubspot.com/u/Tomas-BCS-Digital)\ **Replies:** 18\ **Last updated:** [October 30, 2026, 7:39am UTC](https://community.hubspot.com/t/how-do-you-identify-and-monitor-target-companies-on-linkedin/162887 "2026-10-30T07:39:03Z")
I’m interested in how sales teams identify companies that fit their target profile and keep track of relevant changes on Link… --- ## [What are the most effective ways to improve local SEO and generate more leads?](https://community.hubspot.com/t/what-are-the-most-effective-ways-to-improve-local-seo-and-generate-more-leads/163119)
**Author:** [@martintain](https://community.hubspot.com/u/martintain)\ **Replies:** 4\ **Last updated:** [October 29, 2026, 8:46am UTC](https://community.hubspot.com/t/what-are-the-most-effective-ways-to-improve-local-seo-and-generate-more-leads/163119 "2026-10-29T08:46:16Z")
Hi everyone, I’m interested in learning how businesses can improve their local search visibility and turn website visitors i… --- ## [Update secondar text on Workflow actions](https://community.hubspot.com/t/update-secondar-text-on-workflow-actions/163295)
**Author:** [@Crystal\_Hopper](https://community.hubspot.com/u/Crystal_Hopper)\ **Replies:** 0\ **Last updated:** [October 28, 2026, 3:38pm UTC](https://community.hubspot.com/t/update-secondar-text-on-workflow-actions/163295 "2026-10-28T15:38:50Z")
This is a Doh! moment. A workflow was not associating company records together because the “Apply association labels” step wa… --- ## [Hubspot to Clickup Integration](https://community.hubspot.com/t/hubspot-to-clickup-integration/102461)
**Author:** [@TMarrano](https://community.hubspot.com/u/TMarrano)\ **Replies:** 9\ **Last updated:** [October 26, 2026, 8:40pm UTC](https://community.hubspot.com/t/hubspot-to-clickup-integration/102461 "2026-10-26T20:40:59Z")
I need to create a custom code for Hubspot to create a task in Clickup … When a deal is created in Hubspot - I need a task c… --- ## [HubSpot ticket to clickup task](https://community.hubspot.com/t/hubspot-ticket-to-clickup-task/97381)
**Author:** [@mohamedhamad](https://community.hubspot.com/u/mohamedhamad)\ **Replies:** 9\ **Last updated:** [October 26, 2026, 3:59pm UTC](https://community.hubspot.com/t/hubspot-ticket-to-clickup-task/97381 "2026-10-26T15:59:36Z")
I’m trying to setup a bi-directional HubSpot ticket to clickup task. Where if a client submits a HubSpot ticket from our clie… --- ## [Workflow Enrollment Limits](https://community.hubspot.com/t/workflow-enrollment-limits/114504)
**Author:** [@AMassa](https://community.hubspot.com/u/AMassa)\ **Replies:** 1\ **Last updated:** [October 26, 2026, 1:57pm UTC](https://community.hubspot.com/t/workflow-enrollment-limits/114504 "2026-10-26T13:57:15Z")
We have a use case where it would be useful if HubSpot had the capability to limit the number of contacts that can enroll int… --- ## [Non-HubSpot form submissions not captured — contacts created as non-marketing](https://community.hubspot.com/t/non-hubspot-form-submissions-not-captured-contacts-created-as-non-marketing/161861)
**Author:** [@alina\_123](https://community.hubspot.com/u/alina_123)\ **Replies:** 8\ **Last updated:** [October 23, 2026, 10:02am UTC](https://community.hubspot.com/t/non-hubspot-form-submissions-not-captured-contacts-created-as-non-marketing/161861 "2026-10-23T10:02:35Z")
Hi everyone, We’re investigating why part of our signups end up as non-marketing contacts, and we’d appreciate help from any… --- ## [OrgChartHub Alernatives in HubSpot](https://community.hubspot.com/t/orgcharthub-alernatives-in-hubspot/121723)
**Author:** [@GJV](https://community.hubspot.com/u/GJV)\ **Replies:** 7\ **Last updated:** [October 22, 2026, 6:10pm UTC](https://community.hubspot.com/t/orgcharthub-alernatives-in-hubspot/121723 "2026-10-22T18:10:27Z")
I need the ability to create robust org charts in HubSpot and find OrgChartHub limiting in several ways. Full transparency…I’… --- ## [How Can Healthcare Websites Generate More Qualified Leads Through Content Marketing and CRM?](https://community.hubspot.com/t/how-can-healthcare-websites-generate-more-qualified-leads-through-content-marketing-and-crm/162604)
**Author:** [@drhasandemirhan](https://community.hubspot.com/u/drhasandemirhan)\ **Replies:** 5\ **Last updated:** [October 22, 2026, 5:56pm UTC](https://community.hubspot.com/t/how-can-healthcare-websites-generate-more-qualified-leads-through-content-marketing-and-crm/162604 "2026-10-22T17:56:08Z")
Hello everyone, I’m interested in learning how healthcare professionals can improve their online presence and generate more … --- ## [How we prevented deals moving forward without line items (when HubSpot can't make them required)](https://community.hubspot.com/t/how-we-prevented-deals-moving-forward-without-line-items-when-hubspot-cant-make-them-required/162570)
**Author:** [@Pete-Cleary-Hatchi](https://community.hubspot.com/u/Pete-Cleary-Hatchi)\ **Replies:** 2\ **Last updated:** [October 22, 2026, 5:22pm UTC](https://community.hubspot.com/t/how-we-prevented-deals-moving-forward-without-line-items-when-hubspot-cant-make-them-required/162570 "2026-10-22T17:22:55Z")
If you sell products or services through HubSpot deals, you’ve likely bumped into a common sales ops challenge: The Problem: … --- ## [Ask Me Anything about Agent Hub](https://community.hubspot.com/t/ask-me-anything-about-agent-hub/162751)
**Author:** [@KatieSerniak](https://community.hubspot.com/u/KatieSerniak)\ **Replies:** 0\ **Last updated:** [October 22, 2026, 3:14pm UTC](https://community.hubspot.com/t/ask-me-anything-about-agent-hub/162751 "2026-10-22T15:14:25Z")
Hi HubSpot Community :grin: I’m Katie Serniak, Senior Product Marketing Manager for Agent Hub, based in Denver, Colorado. My… --- ## [Ability to associate marketing emails to tickets](https://community.hubspot.com/t/ability-to-associate-marketing-emails-to-tickets/60084)
**Author:** [@CSarmiento1](https://community.hubspot.com/u/CSarmiento1)\ **Replies:** 33\ **Last updated:** [October 22, 2026, 1:35pm UTC](https://community.hubspot.com/t/ability-to-associate-marketing-emails-to-tickets/60084 "2026-10-22T13:35:47Z")
1. This feature is for the role that monitors tickets on the pipeline. 2. To see the progress of the ticket easier. 3. This… --- ## [GitHub integration, similar to the Jira one, for Service Hub](https://community.hubspot.com/t/github-integration-similar-to-the-jira-one-for-service-hub/30310)
**Author:** [@joecarroll](https://community.hubspot.com/u/joecarroll)\ **Replies:** 17\ **Last updated:** [October 22, 2026, 8:43am UTC](https://community.hubspot.com/t/github-integration-similar-to-the-jira-one-for-service-hub/30310 "2026-10-22T08:43:15Z")
We use GitHub (and ZenHub, which is built on top of it) for our software development and its project managment. We would love… --- ## [Locate Call Notes option for a trigger in a workflow](https://community.hubspot.com/t/locate-call-notes-option-for-a-trigger-in-a-workflow/162669)
**Author:** [@clvtross](https://community.hubspot.com/u/clvtross)\ **Replies:** 2\ **Last updated:** [October 22, 2026, 6:43am UTC](https://community.hubspot.com/t/locate-call-notes-option-for-a-trigger-in-a-workflow/162669 "2026-10-22T06:43:15Z")
Good afternoon. I am trying to figure out how to locate the property for ‘Call Notes’ so I can create a workflow that will so… --- ## [Way to trigger Jira integration from an Automation](https://community.hubspot.com/t/way-to-trigger-jira-integration-from-an-automation/79385)
**Author:** [@JKoban](https://community.hubspot.com/u/JKoban)\ **Replies:** 7\ **Last updated:** [October 22, 2026, 4:20am UTC](https://community.hubspot.com/t/way-to-trigger-jira-integration-from-an-automation/79385 "2026-10-22T04:20:18Z")
Hello, My organization is looking to further tie Hubspot into our workflows by creating an automation that will create a Jir… --- ## [Workflow API is missing webhook custom body properties](https://community.hubspot.com/t/workflow-api-is-missing-webhook-custom-body-properties/162489)
**Author:** [@darveesh](https://community.hubspot.com/u/darveesh)\ **Replies:** 9\ **Last updated:** [October 21, 2026, 2:34pm UTC](https://community.hubspot.com/t/workflow-api-is-missing-webhook-custom-body-properties/162489 "2026-10-21T14:34:22Z")
Workflows v4 API: GET doesn’t return a webhook action’s custom request body, and PUT erases it. When a workflow’s “Send a we… --- ## [New Workflow Builder: Associated Company properties coming through blank in Slack notification actio](https://community.hubspot.com/t/new-workflow-builder-associated-company-properties-coming-through-blank-in-slack-notification-actio/162568)
**Author:** [@ariellincoln](https://community.hubspot.com/u/ariellincoln)\ **Replies:** 3\ **Last updated:** [October 21, 2026, 12:37pm UTC](https://community.hubspot.com/t/new-workflow-builder-associated-company-properties-coming-through-blank-in-slack-notification-actio/162568 "2026-10-21T12:37:10Z")
I recently built a Contact-based routing workflow using the new builder that uses the Send Slack message action. Inside the S… --- ## [Workflow goals kicking contacts out too early (and what it did to our lead routing)](https://community.hubspot.com/t/workflow-goals-kicking-contacts-out-too-early-and-what-it-did-to-our-lead-routing/162582)
**Author:** [@Pete-Cleary-Hatchi](https://community.hubspot.com/u/Pete-Cleary-Hatchi)\ **Replies:** 2\ **Last updated:** [October 21, 2026, 11:11am UTC](https://community.hubspot.com/t/workflow-goals-kicking-contacts-out-too-early-and-what-it-did-to-our-lead-routing/162582 "2026-10-21T11:11:15Z")
If you use workflows to route inbound leads and rely on a goal to say “this lead’s handled”, watch out for this one. The Pro… --- ## [Workflows API: let us read and write the settings that are currently UI-only](https://community.hubspot.com/t/workflows-api-let-us-read-and-write-the-settings-that-are-currently-ui-only/162566)
**Author:** [@Peta\_APB](https://community.hubspot.com/u/Peta_APB)\ **Replies:** 0\ **Last updated:** [October 21, 2026, 8:55am UTC](https://community.hubspot.com/t/workflows-api-let-us-read-and-write-the-settings-that-are-currently-ui-only/162566 "2026-10-21T08:55:09Z")
We build and maintain our workflows through the automation flows API (v4). Several settings are held only in the UI, and the … --- ## [Unique email forwarding to a deal](https://community.hubspot.com/t/unique-email-forwarding-to-a-deal/162405)
**Author:** [@jmag65](https://community.hubspot.com/u/jmag65)\ **Replies:** 3\ **Last updated:** [October 21, 2026, 6:43am UTC](https://community.hubspot.com/t/unique-email-forwarding-to-a-deal/162405 "2026-10-21T06:43:32Z")
On a deal, I have my client emails being recorded perfectly. But I also have several sub contractors that work on up to 10 d… --- ## [Email limitations in a workflow with enrolling in a sequence](https://community.hubspot.com/t/email-limitations-in-a-workflow-with-enrolling-in-a-sequence/44632)
**Author:** [@SMidili](https://community.hubspot.com/u/SMidili)\ **Replies:** 7\ **Last updated:** [October 20, 2026, 6:59pm UTC](https://community.hubspot.com/t/email-limitations-in-a-workflow-with-enrolling-in-a-sequence/44632 "2026-10-20T18:59:31Z")
I love the fact that I can now enroll contacts in a sequence using a workflow and choose who should the emails come from with… --- ## [“When a webhook is received” workflow trigger limitations](https://community.hubspot.com/t/when-a-webhook-is-received-workflow-trigger-limitations/162289)
**Author:** [@Josiah\_IOTC](https://community.hubspot.com/u/Josiah_IOTC)\ **Replies:** 2\ **Last updated:** [October 19, 2026, 4:46pm UTC](https://community.hubspot.com/t/when-a-webhook-is-received-workflow-trigger-limitations/162289 "2026-10-19T16:46:23Z")
I use the “When a webhook is received” trigger in workflows, and it’s been a hassle not being able to add to or fully edit ev… --- ## [Automatically create Contracts from a workflow](https://community.hubspot.com/t/automatically-create-contracts-from-a-workflow/162193)
**Author:** [@Erwinvanoosten](https://community.hubspot.com/u/Erwinvanoosten)\ **Replies:** 1\ **Last updated:** [October 19, 2026, 3:55pm UTC](https://community.hubspot.com/t/automatically-create-contracts-from-a-workflow/162193 "2026-10-19T15:55:10Z")
Right now it is not possible to create a contract object in a workflow. This would be really helpfull to be able f.e. to auto… --- ## [Ambiguous language](https://community.hubspot.com/t/ambiguous-language/162244)
**Author:** [@Oluwole\_Naomi](https://community.hubspot.com/u/Oluwole_Naomi)\ **Replies:** 4\ **Last updated:** [October 19, 2026, 12:11am UTC](https://community.hubspot.com/t/ambiguous-language/162244 "2026-10-19T00:11:46Z")
I can’t find the CC feature, and I need the video to be subtitled for proper understanding. --- ## [What Marketing Strategies Work Best for Growing a Leather E-Commerce Brand?](https://community.hubspot.com/t/what-marketing-strategies-work-best-for-growing-a-leather-e-commerce-brand/161509)
**Author:** [@moodcrafts](https://community.hubspot.com/u/moodcrafts)\ **Replies:** 3\ **Last updated:** [October 18, 2026, 6:32pm UTC](https://community.hubspot.com/t/what-marketing-strategies-work-best-for-growing-a-leather-e-commerce-brand/161509 "2026-10-18T18:32:21Z")
Hi everyone, I’m working on a website specializing in leather products such as handmade wallets, bags, and everyday accessor… [Next page](https://community.hubspot.com/tag/workflows/34.md?match_all_tags=true&page=1&tags%5B%5D=workflows)