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 Lire la suite

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 Lire la suite

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 Lire la suite

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

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 Lire la suite

Is there a way to reference the trigger object for a workflow in an email template? Here's a scenario: "Contact A" belongs to 2 companies - "Primary Company" and "Another Company". "Primary Company" is the primary company for "Contact A". A work Lire la suite

I have a workflow that I would like to create a company based on a lead generated. So ideally the contact workflow can check a list of companies - to make sure it doesn't already exist before proceeding to create a company. I could use 'as Lire la suite

I'm currently exploring an idea where I can filter incoming contacts based on their email domain. A sort of domain allowlist-blocklist concept. A similar solution exists for sign-up forms where a field validates a domain against a free domain Lire la suite

Hi all, I'm struggling with the enrollment of a workflow, I hope someone can help. The situation : The company property 'Total Plan Amount' is a number field, and displays the total amount a customer pays us. We work with scalable subscript Lire la suite

Will calculated properties automatically re-run if one of the calculation properties values changes? For example, if a calculation property is set to run the average revenue per employee of a company based on Company Revenue property and Comp Lire la suite