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
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
For larger B2B HubSpot users with > 10,000 prospect-accounts in their system, it is hard to glean insights from all this data: Which leads (accounts) to prioritize? Which campaigns and events are effective? Which prospects to reach out to, befo read more
Madison HUG | How to Automate Tedious Sales Processes Using HubSpot
Tuesday, December 21st | 1:00 PM (CST), 2:00 PM (EST)
As a part of the HubSpot User Group(s) (HUGs) program, the Madison HUG led b read more
Hi everyone! Hoping someone can help me out. I have a list I am trying to sync to Salesforce. This list is comprised of contacts that could be on several other lists. What I did was create a list called Sync to Salesforce with my criteria that s read more
Hello, I'm Prasad, a Carnegie Mellon AI PhD. With two other CMU alums, we've developed a new AI-driven adaptive lead scoring and attribution solution that eliminates the need to set up rules. I'm looking for beta testers who are willing to test it read more
In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments.
What read more
Hi Folks I'm trying to find a way to identify customers that opened or clicked on an email in the last week but haven't been called in the last week. Any suggestion on how to do this? Support keeps giving me wonky answers that don't actually read more
Hi All, I'm trying to create a workflow when a particular Activity occurs, but struggling to get the right enrollment trigger. Workflow Goal: As a Customer Service team I would like a Ticket to be automatically created when a customer leav read more
I created a workflow where any contact that receives a "Confirmation Date" in their associated deal will have a task created 30 days before the assigned confirmation date. For example, Customer A has a confirmation date of December 21st, 2020. So 3 read more