Inside a workflow I'm trying to create an association between a Contact and a custom object called "Locations". Under "Create association when there are" I'm required to select "Matching property values", which makes sense. However when I go to Leia mais

Hi there, I want to use the "clicked link in email" for a workflow enrolment. The link is a whitepaper I've uploaded to Hubspot. I have use "Original URL" and pasted the same link into the workflow as I pasted into the email, let's call it Leia mais

We work with a variety of partners in our business - some are companies and some are individuals. I would like to combine both into a single list but there does not seem to be an easy way to do this. I can build EITHER a Company-based list OR a Cont Leia mais

I have been playing with the new lead scoring system and was wondering if there is a way to do AND logic in the score criteria. For example Lead Source = Instagram AND Campaign is known. In the previous version it was allowed right in the criteria Leia mais

We have just started using Deal Splits and I have a simple workflow posting a notification on Slack when a meeting is booked. I've changed the Deal Owner to Deal Split Owner, and assumed it would it take all owners (in our case 2 users) when th Leia mais

Hi there, I'm currently trying to create a contact exclusion list. Within my filters I am creating a Group 1 and filtering by Contact Properties > full name. I'm noticing that some contacts are not being added to the list under this filter bu Leia mais

Hi, I am on the Marketing Hub Starter plan. I recently started running a lead generation form campaign on Facebook, and I would like to send an automated follow-up email every time a new submission is made. I have successfully synced my Facebook for Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais