Hi all, I'm working with a client who wants to build out an ongoing workflow to edit Lifecycle Stage based on changes to the contact's lead score. I've got the workflow built out, branching based on greater than/equal to values per lifecycle sta read more

Hi, Any ideas if it is possible to create a list filter or workflow where the criteria is Form Name - Contains, rather than having to specify exact form names as filters? We are migrating over from Active Campaign and via tracking code, can read more

I was creating a mailing list to a list of specific email addresses. The contacts in question have these addresses as secondary email addresses, not the primary. How can I get the mailing list filter to match on these additional email addresses?

Hi folks I have Contacts View with some filters applied. The default sort is Last Modified Date. The reason for this view is that I am updating a field and if I leave and come back later, any updated record will be at the bottom of the view. read more

Does anyone know how to record any leads other than from Hubspot's default conversions, as Recent Conversions? Here are the use cases: We have some integrations to third-party applications that push contact records to hubspot, when they convert o read more

Hi, We now have to build the lead score in the new tool. I'm running into the issue that Professional Hub does not offer the same functionalities as the HubSpot Score property. Additionally, there is a maximum of 100 points , whereas I pre 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

When a workflow is turned off, the 'now in workflow' property remains set to True for all individuals who had not yet completed it. Since we use this property to exclude people from enrolling in other workflows (to prevent email overload), this crea read more

Hello, One of our products is an online library that a customer can buy access to. After each sale, the customer provides a list of staff email addresses for us to contact and enrol into the library. The library is hosted as a section of our read more

What is the best way to create a workflow that creates an appointment after a meeting is booked using a booking URL. It should copy the meeting start date for the appointment start date and the end date should be the start date + 30 mins. The durati read more

Hey All! I'm currently working on setting up a lead score using the new lead score features, but i've run into 2 major issues: 1. It seems there's no way to use chatbot engagements as a criteria? This is very dtrange to me, and doesn't look lik read more

Hello! Is there a way to adjust a workflow or a setting that ensures the end actions align in the same direction? My boss asked me to do this for some workflows so we can easily see where the actions end, but I haven't found a solution that doe read more