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
Hi @MColombo -
I would create a "Trigger Property" on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. Once ...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
Right now, HubSpot doesn’t let you automatically associate a lead with a deal via workflows , even if they share the same company. Unfortunately, th...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
Hi @GMurray65 ,
I've replied to a similar thread here: https://community.hubspot.com/t5/Email-Marketing-Tool/Reengagement-specific-business-u...read more
I have a workflow in which one of the steps is to rotate account ownership between certain members of a team. That team is set up in 'Users and Teams' but it nested under our 'AE' team. This is because we have AEs for different segments and geograph read more
Hi @RalphM87 ,
Do the members of this team have an assigned sales or services paid seat? https://knowledge.hubspot.com/records/how-to-set-a-r...read more
Good morning everyone, I have a question: I have more than one site hosted by Hubspot but at the moment you can use only one intent criteria at a time, I would like to know if there is a way to use the buyer intent section so as to quickly filte read more
Hey @MColombo , thank you for posting in our Community!
HubSpot’s Buyer Intent feature is primarily set up to work with one domain at a time...read more
Here is how I imagined we would use lead scoring for channel attribution. We have a score field per marketing source channel (organic search, paid social, email, referral etc.). It would primarily be driven by UTM values. So contacts would have read more
Hey @BalintSipos ! And thanks for the tag @PamCotton
There's a good few options you have here, but they would require a lot of custom setup...read more
We have almost half a million contacts in hubspot after over 10 years of using the platform. We have contacts who have unsubscribed from hubspot emails several years ago, forgotten they've done so, and complain to us when they don't receive an e read more
@kyleffotf HubSpot apparently made the decision that withdrawn consent cannot be overridden. If that was possible, it would open up the tool for us...read more
I'm fairly certain the answer to this is NO. 🙂 But I'm asking in case someone can provide a workaround.
I want to build a Support ChatBot that helps our users send an email to our Support Ticket system. I know I can do all of that; there's read more
Is the service system and Hubspot integrated? If so, is there a possibility to fake the email in Hubspot? So for this if a user submits via the chat,...read more
We are trying out the brand new beta program for lead scoring. It's impressive but it seems like there's no way to use any sort of contact property in a behavior score? Is there an intended way that you are supposed to do that?
We have one sco read more
Hi All, Probably bit of a wierd one. I would like to create a workflow that will essentially ask the contact owner if a contact can be deleted or kept. We have a number of contacts that have unsubscribed from all emails, even though they ha read more
Hi! I have a task to create a report that will show how much time has passed between contact's first communication to us (answer to an email, attending a webinar, an event, etc) and a successfully closed deal for this contact. How do I achieve this read more
I would copy that First Communication Date property to the Deal when it is created so you can measure from the first communication date through to th...read more
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more