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
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
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
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
@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
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?
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
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
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
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
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
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
@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
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
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
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
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
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
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