Lists, Lead Scoring & Workflows

I have a workflow that rotates the record between a team and would like to add a filter to this rotation. I have tried creating a User property which I am simply calling "work status" with options for "available" and "away". The idea being that when Lire la suite

Hi, I have 2 workflows for when someone submits the form. If it's during business hours, it will edit the record of a contact's property to A. If it's outside working hours, it will be B. However, it looks like the workflow, although schedul Lire la suite

Why can't I create a list or set a workflow to tag the people who have opened any email in a specific campaign or with an email name that contains "Campaign Code"? Having to find every email in our weekly newsletter campaigns is a nightmare, and cou Lire la suite

Hi guys, how do I make lead engagement score actionable? I set it up so there is now a visible score. However, I want reps to be notified and be able to see when someone reaches a certain score threshold. This seems like I could potentially do this Lire la suite

Is there a way to create either: 1. A list of contacts where property is now A but was B in the last 90 days 2. Trigger a workflow based on contacts who became X from Y in the last 7 days These are just examples. I know you can do triggers by Lire la suite

Hi all- We are trying to trigger a workflow (using the new workflows tools) when a meeting is marked as completed but only for certain types of meetings. Unfortunately our pre-defined call and meeting type options are not available when building th Lire la suite

I've submitted an idea but does anyone know of a way to set workflow error notifications in bulk for example, send a notification to selected super admins when ANY workflow errors? This would save going into each workflow setting and turning on Lire la suite

When a deal’s stage changes from Stage A to Stage B, a date property is supposed to capture today’s date through the workflow automation. The workflow is working, but the updated property does not appear immediately. I need to refresh the page mult Lire la suite

Hi HubSpot Community, I’m trying to set up an automation in HubSpot to assign incoming leads to the correct sales representative based on the lead’s location. I’ve looked at workflows and routing rules, but I’m not sure of the best approach. Sho Lire la suite

Please include marketing events as objects to workflows! Events are our biggest lead generation tool and we do 50+ events per year, so having the ability to automate the updating of property values for marketing events would save so much time. Being Lire la suite

I am trying to set up a lead magnet and have created a landing page to collect leads (emails) in exchange for a digital download (ebook). After they download they will receive a thank you email, Then I want to set up an email that is automa Lire la suite

We're a bit stuck on trying to set up a specific workflow and hoped someone might have some ideas! The workflow would act as follows: Contact would submit a colleague invite form - they would submit a friend/colleague's name and email address here Lire la suite