Hi All, Hoping someone has a better idea than I do to return a limited number of companies/contacts for lists or views. I'm looking to create top 100/250 customer lists, however at this stage I've simply had to sort by revenue and manually f read more
Hello, I am creating automated workflows for my transactional emails, and as i am using deal personalization tokens, i have to set my workflow as deal based workflow. Is there a guaranteed approach to exclude a certain contact type from my deal read more
So, came across this funny but somewhat annoying limitation in Hubspot's workflow. The use case was as follows: I was building an onboarding sequence for an outsourcing company. Part of the onboarding was to send their newly employed professionals a read more
Is it possible that you can have a condition that sends a lead down two branches in a workflow, vs just the first? Scenario: Workflow sends an email to get the customer to do 2 things. The salesperson toggles yes or no on both. I want different read more
In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments.
What read more
Hey, Our company offers a number of different products and we get most revenue out of our existing customers. Therefore, it would be interesting to track existing customers' (or prospects') interest in each of these products (or groups of produ read more
Hello All: We have been chatting with our sales rep about the new Marketing Hub with Contacts, and considering switching to this program. I ran the elegibility workflow provided, and it was less than worthless! It ends with requiring me to d read more