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SBradley94 on March 17, 2025
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
Member
March 18, 2025 18:17
Thanks Diana. 🙏
JMeyer98 on March 17, 2025
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
Member | Gold Partner
March 18, 2025 09:02
Hi @JMeyer98 , You can follow these steps for reducing the clutter, Use Marketing Emails Instead of Separate Automated Emails If the onl...read more
WinnieM on March 17, 2025
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
0 upvote
1 Reply
Community Manager
March 18, 2025 03:01
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
Solved
Surgical_JMM on March 17, 2025
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
Accepted solution
Hall of Famer | Partner
March 17, 2025 10:36
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
Solved
GHector0 on March 17, 2025
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
March 18, 2025 00:35
@GHector0 exactly, it will be overwritten – which is why I suggested to filter for "has ever contained".
Solved
DanaIrvine on March 14, 2025
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?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 14, 2025 17:35
Hi @DanaIrvine , I don't think there's a filter for that in the user interface. For a workaround, I'd recommend the following: Export your...read more
freitasm on March 13, 2025
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
0 upvote
1 Reply
Participant
March 13, 2025 23:56
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
RalphM87 on March 13, 2025
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
0 upvote
2 Replies
Contributor
March 13, 2025 18:19
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
Solved
Afd-mark on March 11, 2025
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
0 upvote
2 Replies
Accepted solution
Participant | Elite Partner
March 13, 2025 05:47
Great! Thanks! Do you also have a new example score card? For the new tool, with maximum 100 points? 😉
Solved
RalphM87 on March 10, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 11, 2025 01:11
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
Solved
SBlocq on March 10, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 12, 2025 00:56
@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
Solved
MPitman on March 10, 2025
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
Accepted solution
Community Manager
March 10, 2025 16:44
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
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