Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer read more

How do I accomplish that without having an if/then/condition prior to each step? Scneario: Someone fills out a form to get a lead magnet Drip campaign starts to promote product customer buys the product - lead status changes, a tag is added read more

Hi HubSpot Community, I’m working on a project where I need to set up a workflow that triggers every time a call engagement is saved via the HubSpot API, and it should apply to all contacts and all calls. Do I need to set a specific status for the read more

I've come across an issue I can't seem to wrap my head around. I created a report that with 2 filters: Marketing Contact Status is any of Marketing Contact & excluded GDPR countries using 'is not equal to any of'. Now when I recreated this in an read more

I was setting up some automated emails for workflows and noticed that in order to publish them I have to select a subscription type. The workflows I have planned are based around the filters I've set up but not the subscription types. Will the sub t read more

What I mean here is - does the rules gets processed sequentially or does it just tries to match to one rule. Let me explain with an example My aim here is to give 5 score to people who visits priority pages and all other page visits get 1 po read more

Hi HubSpot Community, I’m trying to create a workflow for an email nurture campaign. The challenge I’m facing is handling replies automatically based on their intent: Positive Intent: If someone replies positively (e.g., "Interested" or "Tel read more

Hey everyone, My company is about to migrate back to hubspot after about 1,5 years. We are currently looking for the best way to go about our lead management processes. We were inspired by the agent that is shown in the next LinkedIn video. (29) read more

Hi, I created workflow based on tickets that would send 2 email notifications: 1 notification 7 days before specific datetime and 1 notification 1 day before the same specific datetime. The workflow runs once a day based on schedule trigger at 12:0 read more

I'm looking to have an automated email with a survey sent out to customers only after they have a deal closed with us. I just want to confirm with the parameters shown in the image this will only send the email to customers who close a deal from thi read more

Hi, I am looking for help in creating two lists. The first needs to show all contacts who have 3+ deals in 2024 with a deal status of closed won. The second list needs to show all contacts who have 4+ deals in 2023 with a deal status of closed won. read more

Hello community I am working on lead reassignemnt such that we ensure every sales rep has the same $ value of deals in pipeline. While round robin ensures # deals are mostly fairly distributed, the $ value has a high disparity. We currently use # read more