Hi all - I have what I hope is a fairly simple question. I created a list of clients that I haven't contacted in the last 2 weeks. On the website, the list accurately shows the people I expect to see on it. It's an active list. It's saved and li read more

HubSpot won't allow you to create re-enrollment criteria based on date properties. I'm guessing this is to stop people from spamming contacts in short-intervals. But we are allowed to create date-based active lists, and re-enroll based on list m read more

Hi, We would like to see how the HubSpot score evolves over time for a specific group. We want to show to our client that our activities contribute to the engagement of the leads and also provide insights into the quality of the leads. They read more

I'd like to create a separate score for different marketing channels. Meaning we would have a paid channel score, for example, and people coming from specific UTM values and doing a thing like visiting a page would get that kind of score. I see read more

Hi there! I am trying to create a list that contains all contacts who have interacted with a social media post (organic) in 2024. A social media filter doesn't seem to exist. Any suggestions? Ideally, I would like a complete list of contacts and read more

We have workflow automatic trigger enrollment set up for fields that will email a notification to our sales reps if they leave specific fields blank that we need them to fill out. Unfortunately, this automation runs on the weekends and every Monday read more

Hi, We have employees who need to fill out a HubSpot form when handing in machines. These employees require a receipt to confirm that they have submitted a specific machine. Is there a way to automatically send them a copy of the form they just read more

Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer read more

How do I accomplish that without having an if/then/condition prior to each step? Scneario: Someone fills out a form to get a lead magnet Drip campaign starts to promote product customer buys the product - lead status changes, a tag is added read more

Hi HubSpot Community, I’m working on a project where I need to set up a workflow that triggers every time a call engagement is saved via the HubSpot API, and it should apply to all contacts and all calls. Do I need to set a specific status for the read more

I've come across an issue I can't seem to wrap my head around. I created a report that with 2 filters: Marketing Contact Status is any of Marketing Contact & excluded GDPR countries using 'is not equal to any of'. Now when I recreated this in an read more

DESCRIPTION I have a workflow A. It is triggered when the contact signs up for a newsletter. I have a workflow B. It is triggered when the deal is created for the contact. Workflow B must remove the user from workflow A as the first step a read more