Hi HubSpot Community, My team and I have been working on a new AI-powered lead scoring solution specifically designed to address a common challenge: identifying and prioritizing high-potential leads based on your custom and evolving definitio read more
Our company does live or virtual presentations (like 4-5 a month) where we create a specific landing page for lead capture PER event for attendees to receive free resources from our company (PDFs, tools, spreadsheets etc.). Per each event we create read more
Hi! I'm new and learning about HubSpot and in the process of building some workflows. I tried out the Simple Workflows but its not meeting what we want to do. Can someone help or guide me to how I can achieve this? Contact is sent Email 1. If read more
Hi @WinnieM and welcome, we are so glad to have you here! Great question, thanks for asking the HubSpot Community! I have found for you these r...read more
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 @Surgical_JMM ,
If you want this to apply to existing records, I'd recommend changing the trigger criteria to "When filter criteria is met"...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
I will reply with something I've done - added an unused column to the view and just change it to "." and save the records. This will update the last ...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
Thank you @kennedyp ! That would be a great help. The current workaround I am thinking of is assigning points to a workflow they enroll in when the...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
Hi @RalphM87 ,
Do the members of this team have an assigned sales or services paid seat? https://knowledge.hubspot.com/records/how-to-set-a-r...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
@SBlocq if this number of workflows remains relatively stable, you could create a contact-based list that pulls in contacts who are currently enrol...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
Hey @MPitman ! If you plan to send them emails outside of marketing, then a sales sequence sounds like the best option. That said, I want to invit...read more