Lists, Lead Scoring & Workflows

I want to identify and re-engage contacts who: Were on a marketing email distribution list/audience Did NOT receive the email(s) because they had "Non-marketing contact" status at the time of send Have a valid email address (Email is known) read more

Is it possible to create a workflow for the following setup: We have a form where contacts can register for an event. We didn't want the form fields in the contact object so created a custom object called Event Attendee (associated to contacts read more

In HubSpot, I created a workflow like the one shown in the image. When the TUhh_2026 list initially contained contacts, the workflow worked correctly and the emails were sent. Later, I added new contacts to the TUhh_2026 list, but these new cont read more

We are starting to leverage ZoomInfo intent for outbound activity. How does one map those intent topics to a contact? I see that you need to make a custom property for the 5 intent fields from ZI but for each intent topic we have, and us having read more

Hi all! After revamping our scoring models, I want to know what type of reports you are using to track scoring over time? For example, we want to pass off leads to sales when they acheive 100, how are you monitoring and tracking the change of record read more

Hello. We curretnly have a workflow set up in hubspot that does the following: sales updates the 'deal stage' to 'won' hubspot workflow auto assigns the new accounts to the CSMs based on a 'random distribution percentage' As a startup, this read more

Hi All, I've a question about lead distribution to sales reps. I've been instructed that a rep should receive all leads from: NYC The Boroughs (LI, SI, Queens, Brooklyn, Bronx) Northern Jersey (New Brunswick and up) Sending leads from NYC a read more

Hello, I am exploring the orders tab in HubSpot and wanted to know if we can automatically create orders once a deal is moved to "Deal Won" stage with some custom propoerties.

Hi all, How can I create a list of all deals that are not associated with a company in the list/segment tool? Based on my research an HubSpot AI support, this seems not possible. But you might know a workaround? thx

I’m trying to build a contact list/report based on deal association labels and running into a filtering limitation. Some of our contacts are associated with the same deal using multiple association labels (for example, they may have both Label A read more

I’m trying to subtract 100 points from a contact’s total score for a few different scenarios. Unfortunately, with the new scoring model, I can only subtract points from either Fit or Engagement , not the overall score . Here are two use cases w read more

Hi All, My company currently well over 25 forms for all of the different content you can download on our website. Our plans our to convert this all in to one form and send out the content based on what page they converted on i.e. if they are on read more