Lists, Lead Scoring & Workflows

I have a workflow with 3 different branches, depending which form the contact has submitted. Once a form is submitted people split into the 3 branches, and then receive an email. A new form was created and a few people submitted it before the new fo read more

Hi all! It's tedious to have to remember to change all my "Marketing Contacts" to "Non-Marketing Contacts" at the end of each month, so I've been trying to create a workflow to update this automatically. The first problem I ran into was that you read more

For emails that we log for clients in our CMS, we want a way to be able to tag them with high or low flags so we can look back, filter and report on these. Has anyone encountered this? I haven't been able to find anything.

Hi everyone. I wanted to confirm whether this feature is now deprecated or still supported. Previously, in HubSpot workflows , we were able to configure delays and scheduled actions based on the contact’s time zone (determined automatically via t read more

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.