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 ...Beitrag ansehen
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 Beitrag ansehen
Hi @McBainKD ,
You could create a custom number property that references deal counts for X pipeline and a workflow that increases that specifi...Beitrag ansehen
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 Beitrag ansehen
Hi @CDugan2
It kinda depends on what the workflow is doing and what you are trying to do.
Strictly speaking anything that converts a conta...Beitrag ansehen
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 @07350
This is only possible with an Enterprise subscription, see this KB article .
What Hubspot subscription tier do you have?
How ...Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
Hi @lseppenwoolde ,
The solution seems a bit dumb: You would create one workflow for each option.
Let's say you have a property with opt...Beitrag ansehen
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 Beitrag ansehen
Madison HUG | How to Automate Tedious Sales Processes Using HubSpot
Tuesday, December 21st | 1:00 PM (CST), 2:00 PM (EST)
Registration Open
As a part of the HubSpot User Group(s) (HUGs) program, the Madison HUG led b Beitrag ansehen
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 Beitrag ansehen
Hi @DaleThomas
I think your best option is instead of having your SalesForce Sync list include lists and exclude others (which includes people t...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
Hi @LizCoralli ,
Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...Beitrag ansehen