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

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

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, it seems I have created one extra lead scoring property. First one is default and I have set it using lead scoring Beta version and second one needs to be deleted but I am not able to delete it. what should be done in this case??  and 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

For example, you can customize the conditions to determine when your customer’s balance is insufficient, and then use the workflow to determine and send marketing emails to the customer.

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 there, I've been struggling to build a workflow which uses a time property on a custom object as the basis for a delay for sending an automated email. The specific use case invloves sending a promotional email at a set time before an even read more

I'm having trouble building audiences of Contacts through a workflow using filter properties from a custom object B that is associated indirectly (through a third custom object A ) to the Contact object. Could you please describe the general read more

Hi! I've been looking at these 5 separate date properties to determine when a contact's last marketing interaction was: Date of last marketing email open Time last seen Last engagement date Last activity date Last session date Instead of ha read more

Hello, I have a project that is coming up and I thought it would be best to try and get some advice for a complicated workflow. It will basically involve a custom object which is "Reseller" and they will be reselling the products that wi read more

Is there a possibility to integrate an email property from a custom object in an email list to send out a marketing email? Does anybody have an idea or a workaround?