Lists, Lead Scoring & Workflows トピック

How to auto-filter spam emails in HubSpot conversations inbox workflows?

DSerra66 — Fri, 23 Jan 2026 11:28:05 GMT

Hi community,

We’re receiving a high volume of spam emails in our Conversations inboxes with subjects like “TOP Rankings on Google” and similar SEO offers. I’d like your help to understand how we can automatically identify and remove these messages using workflows.

Our goal is:

To automatically detect incoming emails in our Conversations inboxes whose subject (and/or body) contains specific keywords (e.g. “TOP Rankings on Google”, “rank #1 on Google”, etc.).
To ensure this only applies to emails received in our shared inboxes (info@…, support@…), and does not affect normal emails logged from our sales reps or customer replies.
To automatically close/delete those conversations or tickets and optionally tag the associated contacts as spam so we can clean them up in bulk.

We have the following subscription:

Marketing Hub Enterprise (with additional marketing contacts)
Sales Hub Professional
Data Hub Professional
Dedicated IP Add-on
Domains Limit Increase

In the workflow triggers I currently only see “Email events” related to marketing/sales emails (clicked, opened, delivered, etc.), but I don’t see any trigger that lets me use the subject of inbound emails to the Conversations inbox as enrollment criteria.

Could you please confirm:

Whether there is currently a way (or any recommended workaround) to build workflows based on the subject/body of inbound emails to Conversations inbox and restrict them to specific inbox addresses.
If this is only available for certain object types (e.g. ticket-based or conversation-based workflows), how we can enable or configure those in our portal.
If it is not yet possible, what you recommend as best practice to handle and auto-filter this kind of spam in Conversations.

Thank you in advance for your help.

Lapsed Customers - Returned to Site

MParsons3 — Thu, 22 Jan 2026 15:12:10 GMT

I want to create a workflow that finds trade customers who have 1. Been on our website in the past or purchased/engaged with us over 180 days ago 2. Lapsed for a period of 180 days 3. Recently returned to the website (viewed a page). If the customer meets these I need to send an internal email to let a sales rep know and reach out to the customer. I am struggling to figure out the filters I need to find these customers though.

Activities are not logged to leads

FloraN — Wed, 21 Jan 2026 15:47:08 GMT

Hello,

I have activated automated Lead stage progression :

However, activities that are associated to my companies or contacts don't get automatically associated to the associated lead. This results in the lead stage not moving forward.

I have check the Activities associations settings, however Leads are not an option there:

How do I get my activities (call, emails) to be automatically associated to my leads ?

Thank you for your help!

Flora

Why is workflow enrollment not showing in HubSpot history or logs?

Peter____Jones — Mon, 19 Jan 2026 12:58:25 GMT

I'm testing some workflows currently, and the record is clearly enrolling as I can see the updates on the record going through the workflow.

However, it isn't showing on the enrollment history, performance stats or action logs on the workflow itself. I've been waiting 20m for a record to show as having enrolled and completed.

It's also not showing on the activity feed of the record.

Anyone else experience this?

Very annoying while testing!

How can I re-enroll contacts weekly with triggers in HubSpot workflows?

FHawkes — Thu, 15 Jan 2026 10:11:23 GMT

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 really changing on their record - the re-enrolment trigger is persona = x, so when this isn't changing they are not entering the workflow again - I want to keep contacts going down this workflow weekly based on certain enrolment triggers and set these codes automatically. What's the easiest way to do this? Thanks in advance

Customer Actions Workflow

APrzedwiecki — Wed, 14 Jan 2026 15:31:07 GMT

We are looking to create some sort of workflow around four actions we need our customers to take. The four actions are: Fill out a form, upload two files, and make a payment. Is there a workflow to track these actions to a company and to notify them when they have completed an action and what actions are still missing?

Thank you!

HubSpot Chrome Extension not showing my custom property

GSneed — Tue, 13 Jan 2026 19:52:52 GMT

Hi everyone,

I recently started setting up the free version of HubSpot and created a few contact segmentations to automatically sort my contacts. Everything is configured correctly on the HubSpot website and displays properly within contact records. However, the drop-down selection for my segmentations is not appearing in the HubSpot Gmail Chrome extension task bar.

I have already signed out of the extension, restarted Gmail, and fully restarted my computer, but the issue persists. I also spoke with an agent and tried both AI chat options, but their suggestions did not resolve the problem.

Does anyone know if this functionality requires a paid HubSpot plan, or if there is another fix I may be missing?

Thank you in advance for any guidance.

Hubspot Eventbrite - Create List of attendees for specific Event

Till813 — Tue, 13 Jan 2026 10:22:12 GMT

Hello everybody!

I am using Hubspot with the Eventbrite Integration. For each Contact, I can see the propoerty: "Marketing Events" with a list of Events the specific Contact attended.

Now I want to create a list of People, that attended one specific Event.

The problem when creating a segment is, that I only get the properties "Last registered event" and "Last registered event Date" to filter with. This doesn't work because all the Contacts, that registered for another event afterwards, won't be shown in my segment.

Thanks for any help!

Filter Companies with 2+ members in a particular list

EChamberlin8 — Mon, 12 Jan 2026 10:16:57 GMT

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 actions (e.g. click an email) - as that shows that multiple people from that account are engaging.

I have created a list for each ABM company with filters that add any contacts associated with them that has clicked on an email.

Is there a way to create an alert when the number of contacts in these lists hits 2?

Launching the workflow after a successful payment via the payment link.

YTartachnyi — Thu, 08 Jan 2026 12:01:39 GMT

Hi everyone. We are using payment links, and after payment, the client should be added to a segmented list. I am trying to create a workflow. I've tried several methods, including using the payment source ID and status, but so far this method isn't working.

Could someone share their experience or a proven working method for triggering the workflow? We have several payment links, and after payment, clients should be added to different segmented lists.

Thank you all, and have a great day.

Workflow not respecting dates on a equal to branch

DCaceres1 — Wed, 07 Jan 2026 12:44:03 GMT

I set a workflow that selects a date to assing different participants to a webinar and triggers an email invitation. When testing it moves to the selection correctly, when running and assigning to teams webinar it doesnot respect the day selection and assigns the user to every possible webinar date.

Update appointment stage to canceled

chandler-ives — Tue, 06 Jan 2026 00:43:40 GMT

Hi all. I have a workflow that creates an appointment object after a meeting is scheduled. I'm looking to create a similar workflow that updates the appointment pipeline stage to canceled if the associated meeting has been canceled. My approach so far:

New contact property "last canceled meeting ID"

New appointment property "associated meeting ID"

When a meeting is canceled it updates these properties accordingly...

I was hoping to utilize the above to link them together, however, when I go to make the workflow, it only allows me to update a CRM record for "all associated meetings", not just the one.

Is there a different approach?

Thanks!

Outreach → HubSpot: Capturing Email Engagement for Lead & Account Scoring

CleverRandy — Mon, 05 Jan 2026 20:49:42 GMT

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, bounces, unsubscribes) in HubSpot contact + account scoring.

Current Setup

Outreach emails → Salesforce
Salesforce → HubSpot
Emails appear in HubSpot as logged email in activity line called tasks (which we cannot track for opens, clicks etc)
BUT no engagement metrics (logged ≠ tracked

What We’ve Learned

HubSpot activity timeline can’t surface engagement from logged emails
Outreach → HubSpot email activity mappings are limited
HubSpot analytics fields (e.g. “Number of email clicks”) are read-only
Custom objects don’t solve this
Activity-level scoring isn’t viable here

Leading Option
Mapping Outreach prospect-level aggregate engagement fields (open count, click count, reply count, bounce/unsub flags) into custom HubSpot contact properties, then using those for:

Contact scoring
Account/company roll-ups

Questions for the Group
Has anyone successfully captured Outreach engagement at the activity level in HubSpot (without Salesforce)?

Are Outreach’s aggregate prospect fields reliable enough long-term for scoring?
Has anyone used Outreach API / middleware to push raw events into HubSpot?
Any gotchas with contact-level syncing we should anticipate?
Appreciate any patterns, anti-patterns, or war stories :pray:

Managing Job Listings Effectively in HubSpot

lunaharperk24 — Wed, 31 Dec 2025 06:29:35 GMT

What is the best way to create, manage, and automate Job Listing workflows in HubSpot for a platform like 247JobsCanada, especially when handling frequent job updates, employer submissions, and listing expirations while keeping data organized and searchable?

Creating workflows for bucketing leads from webinar reg

SHood2 — Mon, 29 Dec 2025 19:01:27 GMT

I'm trying to create a workflow to ensure all leads from a webinar get associated to a lead bucket i've created called 'marketing-generated'.
The onboarding videos and the AI assistant keeps telling me the same thing and my UI is different. I cannot see the options they tell me to click on.
I create workflow>from scratch>choose trigger (form submitted then selected page).. then i can't go any further. I don't have a '+' sign anywhere that the videos and Ai keep telling me I have. All I can do is add conditions for eligible records or re-enroll.
I'm new to hubspot and getting very frustrated! Can anyone help?

Form Name "Meeting Link:...."

M_ElShibiny — Thu, 18 Dec 2025 20:48:04 GMT

When I make a workflow with trigger with form name>> I find options of form names "Meeting Link:..." but I don't have forms with that name
so where can I find that

Webinar confirmation email not sending after double opt-in

I_Vlado — Thu, 18 Dec 2025 08:45:51 GMT

Hi! New contacts submit a webinar registration form and correctly receive the double opt-in confirmation email as well as the thank-you email. However, even after confirming their subscription, they never receive the webinar confirmation email.

The webinar confirmation email is sent via a workflow. The workflow enrollment criteria includes Marketing email confirmation status set to any of the following:

User clicked confirmation
HubSpot rep marked confirmed
Confirmed from previous behavior
Confirmed due to form
Confirmed
Customer marked confirmed

Despite meeting these criteria, newly confirmed contacts are not receiving the webinar confirmation email. Are there additional settings related to double opt-in, workflow timing, re-enrollment, or email permissions that could prevent the webinar confirmation email from sending?

Using custom label for email send in workflow

DMagnusson — Thu, 18 Dec 2025 08:24:44 GMT

Hi,

I've created a dealbased workflow that automatically send out an email to the main onboarding contact which is set as the primary contact of a closed deal.
Now i've created a new custom label to make it more clear and to not use the Primary Contact label.

However since i last created this workflow there must have been a change as i can no longer choose to send email to associated contacts based on label. Im looking for an alternative way to do this.

As seen in the picture below. The goal is to just send to one contact marked with Onboarding Email Contact.

Help is much appreciated.

Lead scoring workflow

PMenkar1 — Thu, 18 Dec 2025 08:18:42 GMT

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 being calculated so at that time my score reaches a trigger score it gets enroll but since score is still being calculated the substraction parameters lowers the score below the threshold but the workflow has already moved contacts to MQL stage.

What I want with this workflow is that it should allow the score to settle or stable in this case

Has anyone faced similar issue. Is there a workaround for this

How to include consent information in an internal email

AnthonyC1 — Wed, 17 Dec 2025 11:11:20 GMT

Hello. I have a form with marketing information and one-to-one consent requirements ready, both optional. I have an internal mail set-up to share the info from the form.

What I'm struggling with, and what the internal team wants to know within this email, is if the people have consented to one or both. However, the only thing I find is if they opted out of the information in the personalisation tokens, not opting in.

How can I include this in an internal email?