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
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. 続きを読む
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
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
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
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
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
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
@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
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
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
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
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
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
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
@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
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