Hello, We have the following situation. In our company we track our members Quarter to date Revenue, each quarter they can achieve, silver, gold, platinum tiers. We are trying to set the email that lets them know when they went into each tier, read more

Hi all, I've done some initial troubleshooting on this, to no avail, so hoping this group may be able to help! We have a workflow where the last step sends an internal email notification. Some of our users are getting the workflow emails and others read more

We would like to score our contacts and companies based on their associations with custom objects, however it seems only deals, tickets and notes can be added. For example we use the "Listing" object to capture how many listings each company h read more

Hi. Maybe I am missing it, but is there a way to report on when a conatcts lead score changed in the new lead score model? I see you can see the lead score history on each contact record, but I dont want to go to into ech record to see when the read more

Hello, I am trying to set an active lists.. i would like to set the following filters: Group 1: Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead and List membership is member of “Intersolar 2025 Leads” and Marketin read more

As I'm creating a workflow that would mark any contacts who are inactive/untouched for over 1 year (366 days+) as "non-marketing" contacts. but I can't find the option at workflows or anywhere to change the marketing contact status even manually read more

Hello, Is it possible to trigger a workflow to send an email to a specific contact when they click a CTA? We are building a membership-based site using Content Hub Pro and Marketing Hub Pro, and users are required to log in. Although this m read more

I have a workflow that is set to enroll when a playbook is logged to a deal. This workflow enrolled as planned on my tests, but never enrolled again after that (despite me knowing that playbooks have been logged to deals), until yesterday when one r read more

I have a workflow that initally worked as expected, but started failing after the initial run of contacts went through. In summary, after a contact completes another workflow that creates a deal it is to be enrolled in my workflow to assign a propet read more

I am trying to create an email workflow that will send customers who opened on of a specific suite of products an email every year on their anniversary. Whether working through lists or workflows, I can't seem to get it to send to JUST the customer read more

HubSpot Experts! I have collected about 140 records in the last few days via an Elementor form. The records are in my HubSpot database, but I am having trouble working with them. I want to download the contact form input from all visitors who chec read more

This is truly one of the most basic questions. Once I've scheduled a call or a task for a contact, where can I see this as part of a record?