Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e read more

Hello! My question is: If I want to create a workflow triggered by contacts clicking on a url on that email. How can I make sure that this email is sent to specific lists instead of all my contacts?

Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more

Hello everyone! So sorry to be blowing up these boards today! For those who have had to overhaul your existing Lead Scoring system, what would be the best way to go about updating historical data pertaining to property field values and scores en mas read more

Sorry for the very beginner question, but how do you test a workflow that enrolls contacts into another workflow, from beginning of workflow 1 to end of workflow 2? I have been able to test each of the two workflows separately. I don't know how to read more

Hi, I'm currently working on a workflow, but I need some help. Customers can fill in one or more options on a form on our website. I want to connect each option to an email and other tasks in one workflow. For example: when they choose two optio read more

On our sales funnel, most common problem is that potential clients don't show up to sales meetings. So firstable we'd like to count how many times they don't show up before reps decide to close a deal. I am trying to build a counter for that but enc read more

Hi gang, i need to stop my clients from being able to register on my hubspot workspace. We are seasonal and finished for this season. How do I disallow new registrants without losing my workflow? We will be back at it next year. (seasonal no read more

Hi, I want to send welcome email to new subscribers, how can I choose them while sending?

Hi all, I'm a Hubspot (and CRM) newbie. Our company has recently implemented Hubspot, but we are still in the process of ironing out the integration between SFDC and Hubspot. Our Sales ops manager has set up lead assignment rules in SFDC for read more

Hi All, We seem to be having issues identifying visitors across two different domains. Here's the scenario: 1) Orders are created both in our bespoke platform (well call this ourdomain.com - used for phone and large orders) and Shopify (well c read more

I'm struggling with lead scoring in that we want to be able to recycle leads/contacts and the limitations with Hubspot scoring seem to prevent this. Ideal scoring would be: - TOF Content download +2. (Multiple links this form can come from) - M read more