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 Leer más

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 Leer más

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 Leer más

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 Leer más

I was setting up some automated emails for workflows and noticed that in order to publish them I have to select a subscription type. The workflows I have planned are based around the filters I've set up but not the subscription types. Will the sub t Leer más

What I mean here is - does the rules gets processed sequentially or does it just tries to match to one rule. Let me explain with an example My aim here is to give 5 score to people who visits priority pages and all other page visits get 1 po Leer más

Hi HubSpot Community, I’m trying to create a workflow for an email nurture campaign. The challenge I’m facing is handling replies automatically based on their intent: Positive Intent: If someone replies positively (e.g., "Interested" or "Tel Leer más

Hey everyone, My company is about to migrate back to hubspot after about 1,5 years. We are currently looking for the best way to go about our lead management processes. We were inspired by the agent that is shown in the next LinkedIn video. (29) Leer más

Hi, I created workflow based on tickets that would send 2 email notifications: 1 notification 7 days before specific datetime and 1 notification 1 day before the same specific datetime. The workflow runs once a day based on schedule trigger at 12:0 Leer más

I'm looking to have an automated email with a survey sent out to customers only after they have a deal closed with us. I just want to confirm with the parameters shown in the image this will only send the email to customers who close a deal from thi Leer más

Hi, I am looking for help in creating two lists. The first needs to show all contacts who have 3+ deals in 2024 with a deal status of closed won. The second list needs to show all contacts who have 4+ deals in 2023 with a deal status of closed won. Leer más

Hello community I am working on lead reassignemnt such that we ensure every sales rep has the same $ value of deals in pipeline. While round robin ensures # deals are mostly fairly distributed, the $ value has a high disparity. We currently use # Leer más