I am trying to create a workflow that triggers based on the Customer Success stage of a company. For example, when a company moves to Live - New, I would like to automatically enroll all contacts in a Customer Success sequence. Currently, the o read more

Hey all, So I'm looking to create a re-engagement list for Contacts that might have not been contacted and slipped through the cracks. Ultimately the goal would either to be create a report that emails out to our Sales team on a monthly/weekly b read more

Hello, I am lookng to filter my contacts via phone country code but also have a specific query I need help with. I have automation setup with clicksend to text people after my contacts are gathered but i'm currently only advertising to a select read more

Hey all, Looking for some help as all the contacts from an important list are not there anymore. I'd love some assistance on how to get these contact back on that list. It was set by an employee that is no longer works for the company and it see read more

Hi all, I've done some research but couldn't find anything specific to what I am looking for. First I'm trying to make a workflow to update one date field called 'Today's Date'. Have tried a couple of solutions but stil need to wait to check if read more

Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac read more

Hey all, Struggling to find guidance on this topic so hoping someone can help here! We've got quite a complex manual lead scoring model that does work, for the most part, but the biggest problem we have is that we have very specific, targeted pe read more

Is it possible to have lead scoring criteria based on a meeting having been booked through a booking link? I want to increase the lead score for a contact when they book a meeting with Sales.

I have hundreds of contacts in my contacts tab. We did a conference with a couple hundred registrations. I opened all the submissions of the form for this conference. Is there a way to choose all those contacts and in bulk change their lead read more

Since Hubspot doesn't let us modify default system emails, there are some situations where we have to notify our sales team about form submissions through workflows. However, when we try to include the form submission info, only some of the info act 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

I need to change the Country/Region contact property from a single-line entry to a drop-down menu. What will be the best way to introduce this change when it will affect more than 2500 existing contacts?