đź”— HubSpot KB Bridge: Create custom signals
đź’ˇ Core Capability
Custom signals allow you to define your own intent triggers in plain language—from hiring updates and RFP postings to product announcements. Specify what matters most to your business, and HubSpot will surface matching companies with every data source clearly cited. You can use custom signals everywhere standard intent signals appear, including segments, workflows, lead scoring, and Prospecting Agent plays.
🛠️ Key Operations & Headings Outline
- Understand requirements
- Understand custom signals
- Create a custom signal
- Get portal-specific signal recommendations
- Track companies for a custom signal
- Choose a source
- Track companies for a custom signal from other places in HubSpot
- View companies with custom signals
- Custom signal types and categories
- Complete actions with custom signals
- Use custom signals in segments
- Use custom signals in workflows
đź“‹ Subscription Availability
- All products and plans
đź”— WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot