Lists, Lead Scoring & Workflows

We are looking to create some sort of workflow around four actions we need our customers to take. The four actions are: Fill out a form, upload two files, and make a payment. Is there a workflow to track these actions to a company and to notify them read more

Hi everyone, I recently started setting up the free version of HubSpot and created a few contact segmentations to automatically sort my contacts. Everything is configured correctly on the HubSpot website and displays properly within contact records read more

Hello everybody! I am using Hubspot with the Eventbrite Integration. For each Contact, I can see the propoerty: "Marketing Events" with a list of Events the specific Contact attended. Now I want to create a list of People, that attended one speci read more

Hello, We have been running an ABM campaign tagreting a handful of companies, and I am putting together the reporting for it. We want to send an alert to the company owner whenever two contacts associated with that company perform certain ac read more

Hi everyone. We are using payment links, and after payment, the client should be added to a segmented list. I am trying to create a workflow. I've tried several methods, including using the payment source ID and status, but so far this method isn't read more

I set a workflow that selects a date to assing different participants to a webinar and triggers an email invitation. When testing it moves to the selection correctly, when running and assigning to teams webinar it doesnot respect the day selection a read more

Hi all. I have a workflow that creates an appointment object after a meeting is scheduled. I'm looking to create a similar workflow that updates the appointment pipeline stage to canceled if the associated meeting has been canceled. My approach so f read more

Outreach → HubSpot: Capturing Email Engagement for Lead & Account Scoring Hoping to sanity-check a use case and learn from others who’ve solved this. Use Case We’re trying to include Outreach email engagement (opens, clicks, replies, bo read more

What is the best way to create, manage, and automate Job Listing workflows in HubSpot for a platform like 247JobsCanada , especially when handling frequent job updates, employer submissions, and listing expirations while keeping data organiz read more

I'm trying to create a workflow to ensure all leads from a webinar get associated to a lead bucket i've created called 'marketing-generated'. The onboarding videos and the AI assistant keeps telling me the same thing and my UI is different. I canno read more

When I make a workflow with trigger with form name>> I find options of form names "Meeting Link:..." but I don't have forms with that name so where can I find that

Hi! New contacts submit a webinar registration form and correctly receive the double opt-in confirmation email as well as the thank-you email. However, even after confirming their subscription, they never receive the webinar confirmation email. The read more