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mnester 3月 16日, 2025
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 続きを読む
0 いいね!
0 コメント
DanaIrvine 3月 14日, 2025
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?
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 14日, 2025 17:35
Hi @DanaIrvine , I don't think there's a filter for that in the user interface. For a workaround, I'd recommend the following: Export your...続きを読む
freitasm 3月 13日, 2025
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. 続きを読む
0 いいね!
1 コメント
参加者
3月 13日, 2025 23:56
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 ...続きを読む
RalphM87 3月 13日, 2025
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 続きを読む
0 いいね!
2 コメント
投稿者
3月 13日, 2025 18:19
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...続きを読む
解決済み
Afd-mark 3月 11日, 2025
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 続きを読む
0 いいね!
2 コメント
ベストアンサー
参加者 | Elite Partner
3月 13日, 2025 05:47
Great! Thanks! Do you also have a new example score card? For the new tool, with maximum 100 points? 😉
解決済み
RalphM87 3月 10日, 2025
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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 11日, 2025 01:11
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...続きを読む
解決済み
SBlocq 3月 10日, 2025
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 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 12日, 2025 00:56
@SBlocq if this number of workflows remains relatively stable, you could create a contact-based list that pulls in contacts who are currently enrol...続きを読む
MPitman 3月 10日, 2025
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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
3月 10日, 2025 16:44
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...続きを読む
解決済み
chandler-ives 3月 09日, 2025
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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 10日, 2025 01:09
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...続きを読む
解決済み
Keren404 3月 07日, 2025
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 続きを読む
0 いいね!
2 コメント
ベストアンサー
投稿者 | Elite Partner
3月 07日, 2025 10:16
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, ...続きを読む
解決済み
LAguilar8 3月 03日, 2025
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 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 04日, 2025 11:43
@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 ...続きを読む
解決済み
RAmin6 3月 03日, 2025
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 続きを読む
1 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 04日, 2025 03:31
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...続きを読む
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