Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d read more
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...read more
Hi there! I am not sure if this is the correct place to ask this question but....here goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th read more
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks?
Custom report: Conta...read more
Hey all, We recently migrated from Marketo to HubSpot, and creating a workflow that allowed contacts to re-enroll and receive date-based renewal emails each time they approached their subscription expiration date was particularly challenging (we read more
Hey Daniel! Yes, since workflow enrollment is based on list membership, as long as the person's expire date updates and they meet all the criteria to...read more
Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate read more
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more
Hello, I have set up a workflow, based on contact, to notify different teams of new submissions in my web contact form. I would like to add a branch: - if hubspot_owner_id is known -> send to hubspot_owner_id - if hubspot_owner_id unknown -> read more
Good morning, I would like to be able to configure the sending of form submissions to different teams based on the answers entered in this form. I tried with a workflow, but I don't know how to include the content of the form submission in the inter read more
Hi @FannyL ,
I shared this in a previous post: https://community.hubspot.com/t5/Lead-Capture-Tools/Customizing-From-Submission-Notification-E...read more
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre read more
Hey @IMcMahon9 hope you are doing well.
So, as Jennifer said
this is going to depend on how you 'd set up the enrollment criteria of the WF.
...read more
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e read more
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are to...read more
Hello! My question is: If I want to create a workflow triggered by contacts clicking on a url on that email. How can I make sure that this email is sent to specific lists instead of all my contacts?
Hi @TomVW you'll want to make sure that you start by creating lists based on your segmentation needs to make sure only the intended contacts rece...read more
Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more
Hello everyone! So sorry to be blowing up these boards today! For those who have had to overhaul your existing Lead Scoring system, what would be the best way to go about updating historical data pertaining to property field values and scores en mas read more