Hi all, we’re trying to increment a counter every time a specific contact property is set — even if the value stays the same. The property is called “Lead Source Reason” and is populated through a small number of HubSpot forms and a Zapie read more
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of read more
This is a great experience-share, @ktfritchen . When I initially started playing around with it, I didn't give much thought to pro vs. ent tiers as ...read more
Negative scoring is now availalbe but it seems like it's flawed. We have instances of the new lead scoring model 'clamping' Event or Fit scores to 0 when they should be a negative value. e.g. When using 'Combined' scoring, for the Fit score read more
Hi @MarkNorman ,
The best place for these kinds of requests would be the HubSpot Ideas section of the community. These regular user-to-user th...read more
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 read more
Hi all, I'm working with a client who wants to build out an ongoing workflow to edit Lifecycle Stage based on changes to the contact's lead score. I've got the workflow built out, branching based on greater than/equal to values per lifecycle sta read more
Hi @Surgical_JMM ,
If you want this to apply to existing records, I'd recommend changing the trigger criteria to "When filter criteria is met"...read more
Hi, Any ideas if it is possible to create a list filter or workflow where the criteria is Form Name - Contains, rather than having to specify exact form names as filters? We are migrating over from Active Campaign and via tracking code, can read more
Hi,
We now have to build the lead score in the new tool. I'm running into the issue that Professional Hub does not offer the same functionalities as the HubSpot Score property.
Additionally, there is a maximum of 100 points , whereas I pre read more
@Afd-mark - Not sure if you're still working on this or not, but I just "finished" my first lead score (Professional user). Here's a link to some ...read more
Hello, One of our products is an online library that a customer can buy access to. After each sale, the customer provides a list of staff email addresses for us to contact and enrol into the library. The library is hosted as a section of our read more
Hey @MPitman ! If you plan to send them emails outside of marketing, then a sales sequence sounds like the best option. That said, I want to invit...read more
Hey All! I'm currently working on setting up a lead score using the new lead score features, but i've run into 2 major issues: 1. It seems there's no way to use chatbot engagements as a criteria? This is very dtrange to me, and doesn't look lik read more
Hi @Keren404 - You are correct, you cannot use chatbot engagement as criteria for the lead scoring tool and agree it's a missing feature. Overall, ...read more
Hello all, I have the Pipedrive marketplace app installed to sync Pipdrive with Hubspot data. The data integration is working sufficiently. I have it one way only - Pipedrive -> Hubspot. I am looking to create a workflow to trigger a new read more
You're welcome. Here are some other trigger options that may be useful, such as new contact in list. Or, you could consider watching the 'Recent Conv...read more
Hello, We created a few custom Company properties for our contracted customers: Contract Sign Date, Contract Start Date, and Contract Expiration Date. Our contracts are, 99% of the time, either 12-month or 24-month contracts. How do I automatica read more
Thank you for the reply. After digging a little more I ended up on this thread: https://community.hubspot.com/t5/CRM/How-can-I-calculate-a-date-fiel...read more
Hi Community! First time posting here and hoping to tap into the brain trust. I am trying to build a list of companies to use as the basis of a workflow. List membership is based on these criteria: 1. Company must be associated with at least on read more
Hi @vickiemax ,
This is a common request. For context, HubSpot's list filters always look for at least one associated record – there isn't a...read more