Lists, Lead Scoring & Workflows

Hi guys, how do I make lead engagement score actionable? I set it up so there is now a visible score. However, I want reps to be notified and be able to see when someone reaches a certain score threshold. This seems like I could potentially do this read more

Hi - we've seen a few situations where a 1-1 email has bounced but the Engagement Scores have increased from a Document Open and Share (from that email). The Scores aren't set-up increase when an email is opened or clicked which I know can be fr read more

Hi all, Most of my campaigns involve manually sent emails, sequences, and manual calls. I want to track those under the campaign using an association. I can do it manually, but I don't want to ask the sales team to manually add an association for h read more

Is this on the pipeline for development?

I was trained to change the status of a contact from "Marketing Qualified Lead" to Subscriber to keep the contact from receiving more emails from a workflow. We did that after a contact received an email and replied so they wouldn't get the 2nd emai read more

We have a Contact > Deal Label that we used to track who referred us the deal. We associate the deal source with the custom lable "referred by." How can we run a list of deals and see any contacts with the 'referred by' label? The idea here i read more

I don't use Hubspot but want to know if it has information about a business, such as contacts, phone # and email? If so, what Hubspot plan provides that?

Hey all, So I'm looking to create a re-engagement list for Contacts that might have not been contacted and slipped through the cracks. Ultimately the goal would either to be create a report that emails out to our Sales team on a monthly/weekly b read more

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

Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. Not seeing the options to trigger the sequence under the list of Actions in a workflow.

Hi everyone, Just wanted to double check something; if in our scoring criteria stating "If visited URL contains XX" then +5 points. Would this be cumulative? Ideally we would like to add points per number of pages. Thanks all.

Hi, In our company we have to funnels, one for Sales and one for Customer Success. Once a deal enters the free trial stage in sales, a workflow triggers to create a deal in the Customer Success funnel to set up the environment. The sales team quick read more