Lists, Lead Scoring & Workflows

Hi everyone, We’re exploring a way to automatically assign a Primary Contact Label for each company record in HubSpot. Ideally, we’d like the automation to select the contact who meets one of these criteria: - Has the highest number of e read more

Hi Community, We're looking to build some internal workflows to assign contacts (inbound marketing leads) to different communication sequences. We were planning on using a collection of unique identifiers on the contact to decide what sequence read more

Hello! I'm trying to create a set of company properties that automatically update based on when someone purchases a subscription from us. This is information that syncs from WooCommerce and shows up in our Hubspot deals as a line item (i.e. Subs read more

Hi. So i have created this workflow to make the process of creating contacts faster. As of now, you only have to type in name, last name and email. Everything else gets passed down from the associated company. However, it seems that this info read more

I’m currently using the new (beta) Company Engagement Score in HubSpot to help identify relevant and engaged companies for targeted sales prospecting. This feature aggregates the engagement scores of associated contacts, which is helpful, but I woul 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

I currently have a workflow running that is copying a contact property over to a company property. It is working as designed, however, I'm struggling with backfilling historical information on companies where multiple contacts associated. Here's t 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

Good day Can someone please assist with some ideas on how to go about this problem, Scenario: Company A, Company B, and Company C are listed on Hubspot and each have their own unique data. Contact ABC is the correct person to speak to and is read more

I'm trying to create a list we can use to email a certain type of contact at each of our customers. We have Companies with Lifecycle Stage = Customer and we have Contacts associated to those Companies with Association Label = "xyz" I want read more

Good morning, Lists, Lead Scoring & Workflows community, If this post is in the wrong location; I apologize for my error and please move it accordingly. We have contacts workflow that is using Company fields. Specifically there is an e read more

Dear, Why I cannot find the filter to "Company is not on list" in the workflow editor filter action ? Thanks in advance!