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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más