Hi all, I'm working with a client who wants to build out an ongoing workflow to edit Lifecycle Stage based on changes to the contact's lead score. I've got the workflow built out, branching based on greater than/equal to values per lifecycle sta read more

Hi folks I have Contacts View with some filters applied. The default sort is Last Modified Date. The reason for this view is that I am updating a field and if I leave and come back later, any updated record will be at the bottom of the view. read more

Hello, One of our products is an online library that a customer can buy access to. After each sale, the customer provides a list of staff email addresses for us to contact and enrol into the library. The library is hosted as a section of our read more

Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev 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

Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer read more

Hi Team, I created a manual lead scoring property caled "Lead Score_RB" but I am not able to delete it now despite the fact it is not used. Second I have too much confusion since lead scoring property generated from beta version 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

I built out this workflow to mark unsubscribers as non-marketing, initially I fed them in through an active list but even though they all successfully got through the workflow they are all still labeled "Marketing". Am I missing something here? read more

Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more

I am looking to set up workflows, to assign new leads to our sales team based on time of day, to cover the different shifts. I already have three workflows set up to run at specific times of day: Morning - leads that came in from midnight to 9am read more

Hi, I'm currently working on a lead scoring model using the lead scoring beta and noticed there seems to be no way to subtract points from a score like you could with the older calculated score types under properties? I'm trying to build a contac read more