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. Why contacts don't re-enroll automatically By default, HubSpot workflows enroll a...
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. Where to find Segments in HubSpot You can access your existing lists and create new ones by navigating to CRM →...
Duplicate contacts are more than just a minor annoyance; they skew marketing analytics, disrupt sales communications, and silently create major CRM reporting issues. Step-by-step: how to merge duplicate contacts in HubSpot Navigate to your Contacts view in HubSpot. Open the contact record you want...
Hiring great talent is vital to business success, but it’s not an easy feat. Many companies turn to recruiters to help fill open roles. It’s expensive, and it doesn’t foster a strong connection between the company and the candidate. But what if there’s an alternative? What if you build your own...