Lists, Lead Scoring & Workflows

Hi I'm trying to set Lifecycle stage and Lead Status automatically - based on several enrolment triggers, I want to run this each week so have set the schedule to do this, however my contacts are not going back down the workflow as nothing is rea 続きを読む

Hi all, Most of my campaigns involve manually sent emails, sequences, and manual calls. I want to track those under the campaign using an association. I can do it manually, but I don't want to ask the sales team to manually add an association for h 続きを読む

Hello Hub Universe! New to the tool and looking for the proper header format to properly import my excel lists into Hub Spot

Hi. I am starting to migrate over to the lead scoring but wondering what some of the criteria options are and what are the differences. For example for forms whats the difference between Forms Submissions - Main vs Forms Submissions - Additiona 続きを読む

Negative scoring is now availalbe but it seems like it's flawed. We have instances of the new lead scoring model 'clamping' Event or Fit scores to 0 when they should be a negative value. e.g. When using 'Combined' scoring, for the Fit score 続きを読む

Hey all! Trying to wrap my head around how i would action this and while im not 100% certain i wanted to put the call out for input. Context - i am trying to figure out a workflow entry based on a property/value change which would dictate/gu 続きを読む

Our company does live or virtual presentations (like 4-5 a month) where we create a specific landing page for lead capture PER event for attendees to receive free resources from our company (PDFs, tools, spreadsheets etc.). Per each event we create 続きを読む

Hi Community! First time posting here and hoping to tap into the brain trust. I am trying to build a list of companies to use as the basis of a workflow. List membership is based on these criteria: 1. Company must be associated with at least on 続きを読む

My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi 続きを読む

Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer 続きを読む

hi, it seems I have created one extra lead scoring property. First one is default and I have set it using lead scoring Beta version and second one needs to be deleted but I am not able to delete it. what should be done in this case??  and 続きを読む

Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here 続きを読む