Hi, I’m reaching out to inquire about changing the Lead Pipeline Stage of a Lead based on the Last Contacted Date. Unfortunately, I’ve noticed that the Last Contacted Date is not available on the Lead object. Utilizing the Last Contacted Da read more

I already have a pipeline for inbound leads and templates for outbound leads, but I would like to have this automated. For example: If an outbound lead replies to the first email, the lead should be tagged as a qualified marketing lead, and I shou read more

I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums): Problem: I do not want to manually create deals. Goal: If a Hubspot form is submitted, create read more

I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more

Hello Community Hope everyone is doing well. My Org have been maintaining the workflow for Lead rotation and it's working fine but we have some isseus with the workflow, 1. Number of leads allocation between SalesRep is not equal (not sure read more