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SBradley94 en Marzo 17, 2025
Hi HubSpot Community, My team and I have been working on a new AI-powered lead scoring solution specifically designed to address a common challenge: identifying and prioritizing high-potential leads based on your custom and evolving definitio Leer más
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2 Respuestas
Miembro
Marzo 18, 2025 18:17
Thanks Diana. 🙏
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MatthewF en Febrero 13, 2025
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 Leer más
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 14, 2025 00:22
Hi @MatthewF , The best way to work around this limitation is to use lists in HubSpot, in my opinion. For example, if you want contacts associ...Leer más
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acarbonneau en Febrero 12, 2025
We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts.   I can't figure out how to create a list of those 400 contacts. I have tr Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 12, 2025 09:42
@acarbonneau thanks for that context, I missed that. I think the record source detail filter is correct, but might this explain the behavior?...Leer más
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AHand en Febrero 11, 2025
I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 12, 2025 00:23
Hi @AHand , Yes, there is an option to round-robin-rotate records, yes: https://knowledge.hubspot.com/records/how-to-set-a-record-owner#rotat...Leer más
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Caradcliff en Febrero 10, 2025
Hello - We have a multiple forms that leads can fill out to receive a different gated e-books. I want leads who fill out that form to route to a nurture workflow that sends weekly newsletter emails (separated by industry). Unfortunately, you canno Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 10, 2025 12:48
Hi @Caradcliff , @Caradcliff wrote: Unfortunately, you cannot route form submissions to a normal workflow, only a simple workflow - so I ...Leer más
RPopovich en Febrero 06, 2025
Hey HubSpot Community, I’m looking for a scalable solution to help a client with a high-volume email sending challenge. They send over 250 emails per month to 1.3 million records , and we’ve recently launched a daily newsletter (Monday–Friday Leer más
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1 Respuestas
Administrador de la comunidad
Febrero 07, 2025 11:22
Hi @RPopovich , Thanks for reaching out to the Community! I’d like to invite some of our experts to join the conversation and get thei...Leer más
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BRegan en Febrero 04, 2025
We are looking to filter incoming requests and only target users who are above 18 years of age. Has anyone figure out how to do this? I was trying to think of ways to filter with with DOB or have DOB have a workflow into age, but I cannot think of Leer más
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6 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 04, 2025 14:30
Hi @BRegan , If you have a maintained birthday property, wouldn't it simply be a matter of filtering for "Date of birth is more than 6570 days...Leer más
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AAbedi en Enero 20, 2025
We have just started using Deal Splits and I have a simple workflow posting a notification on Slack when a meeting is booked. I've changed the Deal Owner to Deal Split Owner, and assumed it would it take all owners (in our case 2 users) when th Leer más
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4 Respuestas
Solución Aceptada
Guía | Partner nivel Elite
Enero 21, 2025 12:14
@AAbedi - If you have two deal split owners, one is by default the 'Deal owner' and the other the 'Deal split owner'. Just tested and if you use ...Leer más
BR_ en Diciembre 20, 2024
Hello community I am working on lead reassignemnt such that we ensure every sales rep has the same $ value of deals in pipeline. While round robin ensures # deals are mostly fairly distributed, the $ value has a high disparity. We currently use # Leer más
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2 Respuestas
Colaborador | Partner nivel Gold
Diciembre 23, 2024 01:28
Hey there! It sounds like you're trying to ensure a balanced distribution of both the number of deals and the value ($) of deals across ...Leer más
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cbierwerth23 en Diciembre 19, 2024
I have the need to be able to send an email from a workflow and have it branch on whether they link on a meeting scheduler in the email, or the Salesrep schedules a meeting manually. Then I have delays of 2 days and 7 days if they do not book a meet Leer más
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8 Respuestas
Solución Aceptada
Participante
Enero 07, 2025 08:21
Thank you for your help! I ave it ready to go ad in testing, it works
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JoshuaW en Noviembre 19, 2024
In a nurture stream workflow with a weekly enrollement that sends 1-3 dynamic marketing emails, I need to set branch with a path specific to if someone clicked the link in an email sent earlier in the workflow. I can add the "Marketing email activit Leer más
1 Me gusta
4 Respuestas
Solución Aceptada
Asesor destacado
Noviembre 20, 2024 08:17
Is the page you are trying to track from the click tracked by Hubspot? If so, I think you should be able to do clicked email link and then add a page...Leer más
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COHagan1 en Noviembre 12, 2024
Hello, At the moment, I'm working on a lead enrichment process and would like to conduct a duplicate check when uploading a lead list as a CSV to our HubSpot database. Specifically, I want the duplicate check to be based on the company domain, so o Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 13, 2024 00:13
Hi @COHagan1 , I assume that by leads you are referring to the contact object in HubSpot? If you want to deduplicate contacts upon import by c...Leer más
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