My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi read more
Thank you @BérangèreL for the tag to help @IFarafonov . Ivan, I've not made the connection between MD365 F&SCM with HubSpot. So I don't have a...read more
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, read more
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...read more
We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales read more
Hi @porkmonkey ,
For up to what looks like 25ish branches, I would honestly just swallow the bitter pill. Unless you have employee changes mul...read more
Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here read more
Hi @dthomp43 ,
Instead of reordering, you can also simply clear the value - them set it again. In workflows, you would use the 'Edit record' w...read more
Hi, I have a question about Marketing contacts with specific roles. In Salesforce we have the object Account Contact Relationship (ACR). This is an object where we define the relation a contact has to an account. In our case this would be a read more
Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more
Hi @CRusso ,
The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...read more
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more
No matter how many emails subscribe to my newsletter form my Contacts page only shows 3 records, literally every single day it's a new unbearably and unbelievably insufferable issue with this platform, just genuinely absolutely f***ing unbelievable read more
Hi @NoTechSupport
This is indeed a simple form setting called "Always create contact for new email address" which you need to activate in yo...read more
Hi all, When I create a contact-based list with filters on associated companies and custom object (and associated labels), any chance I can edit columns in the way to display the company properties used, and association labels (in my case on con read more
Hello, I created a property "Last contact type" (object company) with the following values : Inbound Call Outbound Call Inbound Email Outbound Email Then, I wanted to create 4 workflows to populate this property: 1 workflow trigger eac read more
Hi @CPECORARI ,
The best workaround currently is creating a list with the same enrollment criteria as the workflow, the also adding the filter...read more
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Hi @RHendricks
Personally I have never seen lists being used to set a lifecycle stage, but rather to show which contacts have which lifecycl...read more
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more