Regan Venezia's Hot Take
You built a HubSpot workflow, tested it, and it worked flawlessly. But when a returning prospect or contact meets the criteria a second time, nothing happens. Here's why your workflow stalled and how to resolve it.
If you recently logged into HubSpot and wondered where your contact lists disappeared to, don't worry. HubSpot updated its navigation and terminology: Lists are now called Segments.
Duplicate contacts are more than just a minor annoyance; they skew marketing analytics, disrupt sales communications, and silently create major CRM reporting issues.
The conversation usually starts with confidence in B2B sales meetings. Dashboards are reviewed. Performance summaries are shared. A recently closed deal appears on the screen, and someone asks which campaign or channel deserves the credit. Multiple...
