Hi all! My team at RevWave Technologies is launching Revlead AI , our new AI-powered lead scoring integration, and we’re looking for beta testers 🚀 Revlead AI automatically scores your leads daily, helping your sales team focus on the most p read more
I was creating a mailing list to a list of specific email addresses. The contacts in question have these addresses as secondary email addresses, not the primary. How can I get the mailing list filter to match on these additional email addresses?
Hi folks I have Contacts View with some filters applied. The default sort is Last Modified Date. The reason for this view is that I am updating a field and if I leave and come back later, any updated record will be at the bottom of the view. read more
I will reply with something I've done - added an unused column to the view and just change it to "." and save the records. This will update the last ...read more
Does anyone know how to record any leads other than from Hubspot's default conversions, as Recent Conversions? Here are the use cases: We have some integrations to third-party applications that push contact records to hubspot, when they convert o read more
Thank you @kennedyp ! That would be a great help. The current workaround I am thinking of is assigning points to a workflow they enroll in when the...read more
Hi,
We now have to build the lead score in the new tool. I'm running into the issue that Professional Hub does not offer the same functionalities as the HubSpot Score property.
Additionally, there is a maximum of 100 points , whereas I pre read more
I have a workflow in which one of the steps is to rotate account ownership between certain members of a team. That team is set up in 'Users and Teams' but it nested under our 'AE' team. This is because we have AEs for different segments and geograph read more
Hi @RalphM87 ,
Do the members of this team have an assigned sales or services paid seat? https://knowledge.hubspot.com/records/how-to-set-a-r...read more
When a workflow is turned off, the 'now in workflow' property remains set to True for all individuals who had not yet completed it. Since we use this property to exclude people from enrolling in other workflows (to prevent email overload), this crea read more
@SBlocq if this number of workflows remains relatively stable, you could create a contact-based list that pulls in contacts who are currently enrol...read more
Hello, One of our products is an online library that a customer can buy access to. After each sale, the customer provides a list of staff email addresses for us to contact and enrol into the library. The library is hosted as a section of our read more
Hey @MPitman ! If you plan to send them emails outside of marketing, then a sales sequence sounds like the best option. That said, I want to invit...read more
What is the best way to create a workflow that creates an appointment after a meeting is booked using a booking URL. It should copy the meeting start date for the appointment start date and the end date should be the start date + 30 mins. The durati read more
Hi @chandler-ives ,
Here's how I would approach this. You would choose the event-based trigger and choose a meeting-booking and filter by "For...read more
Hey All! I'm currently working on setting up a lead score using the new lead score features, but i've run into 2 major issues: 1. It seems there's no way to use chatbot engagements as a criteria? This is very dtrange to me, and doesn't look lik read more
Hi @Keren404 - You are correct, you cannot use chatbot engagement as criteria for the lead scoring tool and agree it's a missing feature. Overall, ...read more
Hello! Is there a way to adjust a workflow or a setting that ensures the end actions align in the same direction? My boss asked me to do this for some workflows so we can easily see where the actions end, but I haven't found a solution that doe read more
@LAguilar8 there are no such settings at the moment. If that is a priority of yours, you would have to set up your branch criteria accordingly (so ...read more
Hello Hubspot Community, I think i have hit a road block. I am trying to copy the "Deal Source" from a deal that was closed won to another deal that gets created using a workflow due to the closed won. However, the deal that is created on the same read more
Hi @RAmin6 ,
Copying a value from one record to another is possible using the 'Edit record' workflow action. You would create a deal-based wor...read more