Hello, we noticed that each time our Workflow is triggered by a form submission - it creates a segment record, so now have like 8 of them during testing the sign ups. How can we reduce this or entirely skip it or keep for production enabled workflows? Just want to keep it tidy . Where is the setting in the workflow to disallow it for now. Thanks!
A rather minor but annoying thing - line wrapping on text in task actions sending emails from a workflow (example: form meeting booking) -- the tokens overlap with each other, how can we do a clean line break between them ? Thank you.
Ideally without have to put a <br> into each property defined.
Hello, do the task actions in workflow also honor working hours when set and respective calendar entries like out of office? we want to be sure the task is not scheduling up to do or other reminders when someone is out office. We have Outlook and the Plug in Sync in settings -- just want to be sure this field does actually what it says. Pic attached.
Hello Community, we are nearing our B2B SaaS product launch and its a AI product -- and want to get the workflow right for the Paid Plan to Enterprise right. We have reviewed the HubSpot pricing guides, great stuff and are now formalising building a pricebook for 4 tiers (standard stuff, trial tier limited time) a Starter Plan, a Pro Plan and a Enterprise Custom plan. Our payment provider is Stripe. The product is a mix of seat based and credit usage based - what best practices or guidelines does HubSpot provide out of the box for this? Metered Billing has been traditionally complex and Stripe can now be integrated directly into HubSpot as well. Looking for some advice to get the SKUs and Quotations directly into HubSpot and passed on to Stripe.
Thank you.
Since CRMs like HubSpot are becoming effectively Data Modelling and coding tools (low code is still code), is there methods to backup and version control each component ala github for example? Starting to build some complexity while avoiding it via simple workflows and associated objects and want to be sure we dont lose it as part of the PLG and SLG playbook design. Merci
Hello, have the Native Customer Agent now enabled, and also set the setting for AI (Files access and all the needed training bits) - however as the Agent is part of the workflow to handle inbound sign ups, we have it at the end of handoff routing and a task and email notification to right routed Sales Rep -- and are now getting this cryptic error, and believe we are not passing all data on the form and conversation for it to work. What is this meaning?
Assign to Customer Agent
This action failed because no target record was found to run the action on.
Edit automation -- (name of our workflow for handoffs of form submissions and routing)
Mein highlight dieses Jahr - der Lachstand ! Am Abend schön warm, und am Montag so super saftig und ernährend, die Wasabi Mayo Leute. Oder? Endlich mal nach 10 Jahren war der Lachs am start - bitte weiter so! Danke.
Hello HubSpot community, we are now at the stage of our product launch, focussing on B2B and two plays, a self service sign up and freemium to paid plan conversion, and also custom enterprise plan (talk to sales, standard stuff) - rather than going out to the market with hundreds of choices of "Agent Vendors", has anyone had good results with the native AI Agents available in HubSpot (mostly in Beta currently) - for tasks such as Customer Inbound requests to schedule a meeting (qualify, ask questions, route to right localised sales, book a meeting on the sales team members scheduler) - this is relatively easy work and we have a simple data model as we are just launching but we are based in the EU and want to get it right - language etc. How are the HubSpot agents and worth using the market place? Any tips - thank you.
Hello, i have a temporary working JIMDO website domain (a European small business hosting service), and it works when i created the DNS CNAME record on Squarespace, where i host my main domain (email, etc) and pointed a subdomain blog to the Jimdo working site -- photos-3.jimdosite.com
My CNAM record looks correct (its 4 Hour TTL, defaults) and points blog (domain.com) to this photos-3.jimdosite.com. I can reach photos-3.jimdosite.com directly , that works and its published. I can see the change now with nslookup too. However when i try to access blog.domain.com i get the following Cloudflare error. I raised a Service Case number also with JIMDO. What could be the reason here for the Cloudflare error and how do we address it?
Error 1001
Ray ID: a123966f6cc3f443 • 2026-06-27 09:57:27 UTC
You've requested a page on a website
Cloudflare is currently unable to resolve your requested domain
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1001/ for more details.
