Lists, Lead Scoring & Workflows

Hi all- We are trying to trigger a workflow (using the new workflows tools) when a meeting is marked as completed but only for certain types of meetings. Unfortunately our pre-defined call and meeting type options are not available when building th read more

I have used form submissions and filter by meeting &/or recent conversion to trigger workflow, however it is not working for when a meeting is booked via email link. Is there a simple "meeting booked" event criteria that can be used to trigger read more

I am working in Marketing Events attempting to upload leads from a recent conference. I prepared my import file and mapped all of the appropriate fields prior to uploading into Hubspot (adding the attended date to denote the time of our interaction) read more

Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, read more

Hi there, not sure this is the right location to post this, if anyone knows of a more appropriate place please let me know. I'm trying to build a workflow to invite customers to a training session where they get a follow up email if they haven't read more

How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.

I have a workflow that enrolls contacts when they've filled out a specific form, nurtures them with an email sequence, with the ultimate goal of getting them to schedule a meeting through the HS meetings tool. Seems simple enough, right? How read more

Hi Community! Is there a way to create a calendar event from within a work flow without using Zappier? My end goal is to create a calendar event in Google Calendar when a deal transitions between certain states in a pipeline and it looks like th read more

Hi, Im setting up our ways of working at the company with MQLs and SQLs and I'm having trouble finding the best practices. I really want to avoid creating a deal of all the MQL, since tagging companies and contacts with Life cycle stage (LCS): Oppo read more