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
@SergioD the workflow is not looking at lifecycle stage at all as far as I can tell. Please make sure to specify the lifecycle stage subscriber in ...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
@drafeedie lists in will only show each record once, not multiple times.
If you're looking for contacts to appear more than once, you'd have ...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?
Hi @DougmBrockbank ,
All HubSpot plans include HubSpot insights: https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records ...read more
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 @McBainKD ,
You could create a custom number property that references deal counts for X pipeline and a workflow that increases that specifi...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 @GAlonso ,
Unfortunately not. If you want to count repeated visits, you have to add those as separate, additional criteria and use the "Ref...read more
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
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
Hi @DaleThomas
I think your best option is instead of having your SalesForce Sync list include lists and exclude others (which includes people t...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
Hi guys, Pretty awesome to see the variety of workflows being created with HubSpot! If you are open to exploring alternative solutions, chec...read more