Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number Leia mais
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a closer...Leia mais
I have a workflow set up where the trigger is "Hubspot score >= 100" with a myriad of filters added to it, particularly ones focused on workflow activity. Overall, I want to avoid contacts entering this workflow if they are already active in Leia mais
Hi @pahy96 ,
The enrollment trigger and the refinement filter criteria work in tandem - they both need to be met in order for a record to enr...Leia mais
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 Leia mais
@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...Leia mais
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 Leia mais
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 Leia mais
You're welcome @Angeles637 , thanks for the additional context, super helpful!
I would create a workflow that triggers when an MQL is created ...Leia mais
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 Leia mais
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais
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 Leia mais