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Member since ‎Feb 22, 2020
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Richard Stuart

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AllenHelms on January 17, 2018
What is the HubSpot advised best practice for syncing or updating Contact Lifecycle Stages based on their Lead Score? I have tried several different approaches with workflows, but none of them seem to work cleanly. Specifically, we are using Lea read more
6 Replies
Participant | Partner
May 24, 2022
Allen, Thanks for the sweet share and solid instructions. Worked like a charm. I added Customer and Evangelist to my if/then
steviecald on July 20, 2021
Please open up the sync functionality with Dynamics 365 so that Contacts from Hubspot with a Lifecycle Stage of "Marketing Qualified Lead" can sync to Leads in Dynamics. We qualify to MQL within HubSpot and then handoff those contacts to Sales (in read more
15 Replies
Participant | Partner
January 12, 2022
When is this update rolling out? @steviecald is on point. We are contracted to bring MQLs to our client's sales team. The client is using MS more
olavers on November 16, 2017
When a Meeting is booked for one HubSpot user, another team member could be notified by email so they're aware of the meeting, and can potentially add the person to a Sequence.
21 Replies
Participant | Partner
September 22, 2021
"Using a Workflow trigger based on the meeting form submission "Meeting link: name of meetings page " you can trigger automation the moment the more
Jonnydk on November 22, 2018
Hi is it possible to achieve a "multi-step" form through hubspot. The first part of the form would be the basics, First Name, Last Name, Work Email and Company Name. Once the user clicks "Next" we would ask them to fill in more details. If they leav read more
67 Replies
Participant | Partner
March 05, 2021
May we deploy your solution in WordPress or does it need to be a HubSpot Landing Page?
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