Hi there! I am not sure if this is the correct place to ask this question but....here goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th read more
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks?
Custom report: Conta...read more
We use the out-of-the-box lifecycle stages in HubSpot. I've noticed our sales team will often mark a single lead as "sales qualified lead" or "opportunity", but not all the leads. I would like to create a process that marks all leads an opportu read more
Hello all, Anyone have some advice for tracking and re-engaging MQLs that did not convert to Opportunity but are still engaged? In our case, a lead will convert to lifecycle stage MQL when a score of 45 is reached. If they don't convert to Oppo read more
You're welcome @Angeles637 , thanks for the additional context, super helpful!
I would create a workflow that triggers when an MQL is created ...read more
Looking to use a global form on multiple webinar pages, then find registrants per webinar using "submitted global form on ____ page" to report it. But I can't find "Conversion Page" in list filtering, only on the contact record.
Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate read more
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more
I just realized that somehow the former feature to include data tokens within the content of a internal E-mail message isn`t available any longer. We are using these internal messages to inform our colleagues about certain status updates. The tokens read more
After 6 years of learning and managing the ins and outs of Mailchimp, I'm now in a role that uses HubSpot as its CRM, which is awesome given the new toys I have at my disposal. That said, I can't seem to wrap my head around some marketing 101 thing read more
Hi @pahy96 Glad to hear you are happy to have HubSpot to play around with - it can do a lot more than MailChimp so hope you enjoy the journey! I...read more
Hi, I want to know if is there any way to include the website page URL in the workflow enrolment trigger. The website page is created in WordPress and uses the HubSpot form, so what enrollment trigger should I use in workflow to enroll conta read more
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w read more
The route I would take is to add in negative criteria for inactivity, to @karstenkoehler 's point. If sales has interacted with the lead, I'd recom...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
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
Hi All, I need help creating the list of contacts records (basically junk records) which we do not want to be synced with Salesforce as it is skewing the numbers in Salesforce reports. So basically in this list, I want to include all the con read more
@KaKaRoT Create an Active List in HubSpot for everyone who does NOT meet these criteria. The filter would be on a single Active List using AND filt...read more