Lists, Lead Scoring & Workflows

Hi all, How can I create a list of all deals that are not associated with a company in the list/segment tool? Based on my research an HubSpot AI support, this seems not possible. But you might know a workaround? thx

I’m trying to subtract 100 points from a contact’s total score for a few different scenarios. Unfortunately, with the new scoring model, I can only subtract points from either Fit or Engagement , not the overall score . Here are two use cases w read more

Hi I'm trying to set Lifecycle stage and Lead Status automatically - based on several enrolment triggers, I want to run this each week so have set the schedule to do this, however my contacts are not going back down the workflow as nothing is rea read more

Hi everyone, I'm running into an issue that I believe could potentially be solved using workflows, but I'm not sure if it's possible within HubSpot's current functionality. We have Salesforce integrated with HubSpot, and in order for our tasks, ca read more

Hi HubSpot Community, I’m working on building a call outcome workflow and could really use some guidance. My goal is to create a system where, if a BD rep logs a call with the outcome “voicemail,” the following sequence happens: Immediately s read more

Hello HubSpot Community, I’m currently building a workflow based on call outcomes, with multiple branching paths depending on the result of each sales rep's call. One challenge I’m facing is that within a call-based workflow, the only available m read more

Hello everyone, for a targeted communications campaign on a small group of users, a salesperson will have to send personalized emails recalling templates created on Hubspot and would need to be automatically notified via email when one of the use read more

Hello HubSpot Community, I am currently working on a call based workflow. The design is setup to where different actions occur based on the outcome of a call. One outcome is if the call goes to voicemail, in this case a new task is assigned to the s read more

Hi all, We've synced Dynamics Data to HubSpot but they're only visible on contacts, deals or leads. We'd like to see these on Company view too. We used the "Microsoft Dynamics 365" app to import data to HubSpot and we've tried multiple setti read more

Hi everyone, Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner a read more

Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t read more

Add the functionalisty to filter marketing emails on Business Unt when creating lists. We have a number of Business Units and ideally would like to create engaged/unengaged lists based off interactions with emails. Currently it isnt possible to read more