I have been playing with the new lead scoring system and was wondering if there is a way to do AND logic in the score criteria. For example Lead Source = Instagram AND Campaign is known. In the previous version it was allowed right in the criteria Lire la suite

We have just started using Deal Splits and I have a simple workflow posting a notification on Slack when a meeting is booked. I've changed the Deal Owner to Deal Split Owner, and assumed it would it take all owners (in our case 2 users) when th Lire la suite

Hi there, I'm currently trying to create a contact exclusion list. Within my filters I am creating a Group 1 and filtering by Contact Properties > full name. I'm noticing that some contacts are not being added to the list under this filter bu Lire la suite

Hi, I am on the Marketing Hub Starter plan. I recently started running a lead generation form campaign on Facebook, and I would like to send an automated follow-up email every time a new submission is made. I have successfully synced my Facebook for Lire la suite

Hi all - I have what I hope is a fairly simple question. I created a list of clients that I haven't contacted in the last 2 weeks. On the website, the list accurately shows the people I expect to see on it. It's an active list. It's saved and li Lire la suite

HubSpot won't allow you to create re-enrollment criteria based on date properties. I'm guessing this is to stop people from spamming contacts in short-intervals. But we are allowed to create date-based active lists, and re-enroll based on list m Lire la suite

Hi, We would like to see how the HubSpot score evolves over time for a specific group. We want to show to our client that our activities contribute to the engagement of the leads and also provide insights into the quality of the leads. They Lire la suite

I'd like to create a separate score for different marketing channels. Meaning we would have a paid channel score, for example, and people coming from specific UTM values and doing a thing like visiting a page would get that kind of score. I see Lire la suite

Hi there! I am trying to create a list that contains all contacts who have interacted with a social media post (organic) in 2024. A social media filter doesn't seem to exist. Any suggestions? Ideally, I would like a complete list of contacts and Lire la suite

We have workflow automatic trigger enrollment set up for fields that will email a notification to our sales reps if they leave specific fields blank that we need them to fill out. Unfortunately, this automation runs on the weekends and every Monday Lire la suite

Hi, We have employees who need to fill out a HubSpot form when handing in machines. These employees require a receipt to confirm that they have submitted a specific machine. Is there a way to automatically send them a copy of the form they just Lire la suite

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 Lire la suite