Lists, Lead Scoring & Workflows

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 am working on a lead score using the new model, and I cannot get the call events to properly score. I have tested in with very basic criteria. Call Ended - Call Outcome = Inbound. I am using a record that I know has a logged call that meets tha 続きを読む

I'm a software engineer by trade (25 years). If you were to ask me the best way to level up your game as a software engineer, I would tell you to go to some website like Loom.com and try to recreate the application. While this would not be a recipe 続きを読む

Hi all, We've synced Dynamics Data to HubSpot but they're only visible on contacts, deals or leads. We'd like to see these on Company view too. We used the "Microsoft Dynamics 365" app to import data to HubSpot and we've tried multiple setti 続きを読む

Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t 続きを読む

Good morning everyone, I have a question: I have more than one site hosted by Hubspot but at the moment you can use only one intent criteria at a time, I would like to know if there is a way to use the buyer intent section so as to quickly filte 続きを読む

I run a monthly newsletter that we deliver to four differnet audiences based on active lists. We have a workflow each month set up to distribute each newsletter to the correct audience with specific delay triggers in place. Is there a way to s 続きを読む

I have been playing with the new lead scoring system and was wondering if there is a way to do AND logic in the score criteria. For example Lead Source = Instagram AND Campaign is known. In the previous version it was allowed right in the criteria 続きを読む

Hi there! I am trying to create a list that contains all contacts who have interacted with a social media post (organic) in 2024. A social media filter doesn't seem to exist. Any suggestions? Ideally, I would like a complete list of contacts and 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

When someone gets added into the Hubspot system for the 1st time and the workflow has already been running, this person gets all the emails at the same time that they are added to the system. How can I prevent this from happening?

I have a Multiple checkboxes property with one of the fields being "Finishes X WF" and I want to make a trigger for a workflow where only contacts who have "Finishes X WF" enter the workflow but the only options I see are "is any of", "is equal to 続きを読む