I am wondering if there is a way to create a branch at the end of a workflow that segments out anyone who clicks 3 or more CTA's within the workflow. These people would then be categorized as warm leads so I can send an internal email to our sales t read more

Has anyone used AI to summarize and categorize the responses in a free-text field? I'm launching this with a client and while I can manually create if/then statements in a workflow, I think I might get more accurate categorization using AI to lo read more

We're having issues with Active workflows not being available in Salesforce. The workflow is set to allow enrollment from Salesforce, but when you search for it, it does not appear in the list. I've tried pasting the exact workflow name in, and noth read more

I am running lead generation campaigns via LinkedIn. I am running them directly in LinkedIn and have the integration setup so leads are automatically pushed into HubSpot. What is need, is a notification delivered to the co-founders and sales le read more

Does anyone have a best practice for how to know when a record has synced to salesforce? My problem is we use salesforce campaigns for attribution but if the record hasn't synced initially the workflow throws an error saying "I can't add to the sal read more

Hi, We just set up the integration between Shopify and HubSpot. When testing the abandoned cart feature, the following happens: When the cart is in the checkout process (= someone is filling in the checkout details), a deal is automaticall read more

Hi There, With the native HubSpot-Whatsapp integration we need to opt people into the Whatsapp subscription either: 1. Manually or 2. By having them send us a whatsapp message that just says START and nothing else which I doubt any will ever do read more

HubSpots Visualforce window does not integrate easily when you are using Salesforce Person Accounts. This is due to Person Accounts being seen as both a Contact and a Company inside HubSpot. Successfully displaying the Visualforce Window o read more

I've looked all over and the answer is probably in front of me ... Is there a way for the user to complete a registration form in HS and then thru a Workflow integrate their information to register them for a Teams Meeting. I'm able to do this with read more

Hey Hubspot community, Does anybody have any example workflows on a drip campaign aimed toward existing customers? My company sells many products, from CPG to multi thousand dollar events. In total, we determined we have 5 types of customers, ra read more

I have successfully implemented the Hubspot Zoom App and configured it. I have added the "Add Contact to Zoom Webinar" action to my webinar registration workflow that is triggered when someone fills out a Hubspot form on our website. When conta read more

Hi, We created the company property field "verification code" and filled it with random password through a workflow. Now we send a mail to these specific companies to fill out a formula. At the end of this formulars the companies have to fill in read more