Lists, Lead Scoring & Workflows

Hello, We have been running an ABM campaign tagreting a handful of companies, and I am putting together the reporting for it. We want to send an alert to the company owner whenever two contacts associated with that company perform certain ac read more

Hi everyone. We are using payment links, and after payment, the client should be added to a segmented list. I am trying to create a workflow. I've tried several methods, including using the payment source ID and status, but so far this method isn't read more

I set a workflow that selects a date to assing different participants to a webinar and triggers an email invitation. When testing it moves to the selection correctly, when running and assigning to teams webinar it doesnot respect the day selection a read more

Hi all. I have a workflow that creates an appointment object after a meeting is scheduled. I'm looking to create a similar workflow that updates the appointment pipeline stage to canceled if the associated meeting has been canceled. My approach so f read more

Outreach → HubSpot: Capturing Email Engagement for Lead & Account Scoring Hoping to sanity-check a use case and learn from others who’ve solved this. Use Case We’re trying to include Outreach email engagement (opens, clicks, replies, bo read more

What is the best way to create, manage, and automate Job Listing workflows in HubSpot for a platform like 247JobsCanada , especially when handling frequent job updates, employer submissions, and listing expirations while keeping data organiz read more

I'm trying to create a workflow to ensure all leads from a webinar get associated to a lead bucket i've created called 'marketing-generated'. The onboarding videos and the AI assistant keeps telling me the same thing and my UI is different. I canno read more

When I make a workflow with trigger with form name>> I find options of form names "Meeting Link:..." but I don't have forms with that name so where can I find that

Hi! New contacts submit a webinar registration form and correctly receive the double opt-in confirmation email as well as the thank-you email. However, even after confirming their subscription, they never receive the webinar confirmation email. The read more

Hi, I've created a dealbased workflow that automatically send out an email to the main onboarding contact which is set as the primary contact of a closed deal. Now i've created a new custom label to make it more clear and to not use the Primary Co read more

I have a workflow where at reaching certain score a workflow will trigger and move a contact from lead to MQL Now, there are certain parameters in scoring where there is substraction n addition. I am facing an issue at the moment the score is bein read more

Hello. I have a form with marketing information and one-to-one consent requirements ready, both optional. I have an internal mail set-up to share the info from the form. What I'm struggling with, and what the internal team wants to know within t read more