Lists, Lead Scoring & Workflows

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 read more

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 read more

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 read more

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 read more

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 read more

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 read more

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 read more

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 read more

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 read more

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 read more

Hi everyone! I’m trying to create a 90/10 split in a workflow. Does anyone know if there’s a way to adjust the percentage on the Random Distribution branch in HubSpot? From what I can tell, it doesn’t seem possible natively, but I’m curious read more

Hi! We recently started using StreamYard to host webinars and they don't currently have a HubSpot integration. I am importing registrant/attended lists manually into HubSpot. I am wondering how do I ensure they're marked as 'attended/registere read more