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Solved
MColomboITF on April 17, 2025
Hi everyone, Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner a read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Platinum Partner
April 17, 2025 05:23
Hi @MColomboITF - I would create a "Trigger Property" on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. On...read more
ktfritchen on April 15, 2025
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of read more
3 upvotes
1 Reply
Community Manager
April 16, 2025 02:45
Hi @ktfritchen , I hope that you are well! Wow, thank you so much for taking the time to share these very useful tips! ❤️ We also appreciate y...read more
Solved
VBlevins on April 14, 2025
Hello! I am attempting to create a list of customers divided by country. For example, some of our customers, only have their country's area code for their phone number, country's email domain, or maybe they only have a city, state, or province of th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 14, 2025 14:25
Hi @VBlevins , This depends on which fields in your CRM you trust the most. For example, a Germany list could filter for: Country/Region i...read more
Solved
VRequesens1 on April 11, 2025
Hi! I have 16 course registration forms, each should receive a thank you for your enrollment email. I want to save time by making the same email using smart rules to adjust the title of the course on the subject, and the body of the email. Ques read more
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 11, 2025 13:03
Hi @VRequesens1 , I am convinced that it doesn't matter and mostly comes down to personal preference. You'll spend the same time creating 16 l...read more
marketinglcm on April 11, 2025
I would like to improve the analysis of my Google Ads campaign performance for the month of March by filtering specific transactions in the "Transactions" tab. My goal is to isolate the active deals that were created as a result of an interaction wi read more
0 upvote
3 Replies
Community Manager
April 17, 2025 16:26
Thanks for that additional context, @marketinglcm ! Have you tried creating a Deals list and using Contact based properties to filter that? Then y...read more
scottrief on April 10, 2025
Hi HubSpot Community, I’m trying to build more efficient contact lists based on Marketing Event registration and attendance, specifically for our higher education marketing use case. We run hundreds of Class Visit events each year, and I’d l read more
0 upvote
1 Reply
Community Manager
April 10, 2025 16:36
Hey @scottrief ! I agree that more filter options would be useful for Marketing Events in the Lists tool. To some of our members with more ...read more
Solved
MColomboITF on April 10, 2025
Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t read more
Accepted solution
Member | Gold Partner
April 10, 2025 09:13
Right now, HubSpot doesn’t let you automatically associate a lead with a deal via workflows , even if they share the same company. Unfortunately, th...read more
Solved
MarkNorman on April 09, 2025
Negative scoring is now availalbe but it seems like it's flawed. We have instances of the new lead scoring model 'clamping' Event or Fit scores to 0 when they should be a negative value. e.g. When using 'Combined' scoring, for the Fit score read more
Accepted solution
Hall of Famer | Partner
April 10, 2025 00:23
Hi @MarkNorman , The best place for these kinds of requests would be the HubSpot Ideas section of the community. These regular user-to-user th...read more
Mariale_Padilla on April 09, 2025
Hi all, Currently, our design team is in charge of creating mailing templates and uploading them to HubSpot, as well of publishing the corresponding marketing emails. The next step, for the CRM team, is to manually insert those marketing emails read more
0 upvote
1 Reply
Community Manager
April 09, 2025 19:08
Hey @Mariale_Padilla ! Thanks for your post. There are some similar requests in the community, maybe @GRajput , @Mike_Eastwood , or @JMoat...read more
MElliott1 on April 08, 2025
I'm looking to see how many qualified/worthwhile leads I have in hubspot and would like to filter out warmup emails from Smartlead. Any tips on how to filter these out? Thanks!
0 upvote
3 Replies
Community Manager
April 11, 2025 07:57
Hi @MElliott1 , In the Settings - Integration - Connected apps section, you will find the apps you have connected. If you click on the "Action...read more
Solved
pianam on April 04, 2025
Does anyone else find it confusing when generating lists or workflows which "type" to choose? The selection dashboard should include examples of each to help determine which type best applies to your scenario. I find it particularly confusing when t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 04, 2025 11:46
Hi @pianam , The product team is actually currently redesigning this experience - to let you pick enrolment criteria instead of an object firs...read more
SEwing on April 04, 2025
Hi there, We have a number of forms in our ecosystem, and they live on different service pages. So one form might live on a dozen pages. I've tried setting up workflows that trigger off of the submission URL, so that depending on the URL, a form su read more
0 upvote
3 Replies
Contributor | Elite Partner
April 16, 2025 10:18
hmm... let's try simplifying the criteria to just use the URL Path portion and see if that makes a difference. Sometimes the extra domain piece is no...read more
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