Lists, Lead Scoring & Workflows

Hello, We have been running an ABM campaign tagreting a handful of companies, and I am putting together the reporting for it. We want to send an alert to the company owner whenever two contacts associated with that company perform certain ac 続きを読む

Outreach → HubSpot: Capturing Email Engagement for Lead & Account Scoring Hoping to sanity-check a use case and learn from others who’ve solved this. Use Case We’re trying to include Outreach email engagement (opens, clicks, replies, bo 続きを読む

I have a workflow where at reaching certain score a workflow will trigger and move a contact from lead to MQL Now, there are certain parameters in scoring where there is substraction n addition. I am facing an issue at the moment the score is bein 続きを読む

Is there a way to create either: 1. A list of contacts where property is now A but was B in the last 90 days 2. Trigger a workflow based on contacts who became X from Y in the last 7 days These are just examples. I know you can do triggers by 続きを読む

Hi all- We are trying to trigger a workflow (using the new workflows tools) when a meeting is marked as completed but only for certain types of meetings. Unfortunately our pre-defined call and meeting type options are not available when building th 続きを読む

I’m setting up a custom lead scoring model and would like to award points when a contact clicks a specific link in a marketing email — for example, if they click on a case study link (URL contains “case-study”), they should receive +5 points. 続きを読む

Hi everyone, I have a contact-based workflow with the following enrollment triggers: Country is any of United States State is not equal to any of California or is empty Email Opt Out is any of No I want contacts to be re-en 続きを読む

Hi, I'm running an event, the registration is hosted in Stova and pushed into Hubspot automatically. Currently, we identify current registration by creating a segment in Hubspot. This is our process and cannot be changed. The request: - I want t 続きを読む

I'm using lists as a filter criteria for my lead scoring tool. When a contact leaves a list, does that then lead to a decrease in points? In the example below, when the contact leaves the list "Lead Score: 2x Forms submissions in the last 30 day 続きを読む

Hello, We are working on a feedback survey workflow to send out to customers after purchasing a system. We'd like to also collect a google review at this time. I was curious if I could configure a different "thank you" message to show customers 続きを読む

Newbie with the enterprise edition. Hoping I'm in the right place for this question. I've created a few new properties, and I'd like to see them all easily in one place. I have a small team using HubSpot, and I want to make sure they can fin 続きを読む

I have an interesting project. We are a home services company -- some of our services include data telemetry through cell phone cards and they need to be renewed yearly after the first five years. We have customer Contacts that are associated t 続きを読む