topic Re: Automatic leads creation based on activity. in Lead Capture Tools

Automatic leads creation based on activity.

jrtbv — Wed, 03 Apr 2024 09:51:33 GMT

Hey,

I'd like to add some sort of lead-gen automation to my Hubspot.
Is there a way to create a workflow or other solution for Hubspot to automatically add Leads to prospecting (or create contact/company list) via workflow based on company/contact activity?

Example:
We have a list of 500 contacts to whom we send marketing emails.
I'd like Hubspot to create a list of contacts/companies that have opened/read our emails and add them as leads to the Prospecting dashboard or create a list out of it.

Is anything similar to what I described possible? Or do I have to do all of it manually?

Regards,
OM.

Re: Automatic leads creation based on activity.

karstenkoehler — Wed, 03 Apr 2024 09:59:36 GMT

Hi @jrtbv,

Yes, in a contact-based workflow, you can use the "Create record" workflow action to accomplish this 🙂

For the enrollment triggers, you would specify which marketing email opens or link clicks should trigger lead creation, either through event based triggers or through the contact meeting certain filter criteria.

Let me know if you have any follow-up questions and whether you'd like me to draft such a workflow.

Re: Automatic leads creation based on activity.

jrtbv — Wed, 03 Apr 2024 10:05:08 GMT

That sounds good, but can the workflow add contacts/companies directly to the "Prospecting" as "Leads"?

Re: Automatic leads creation based on activity.

karstenkoehler — Wed, 03 Apr 2024 10:25:34 GMT

@jrtbv have you checked the "Create record" workflow action? You should see leads as an option and yes, those leads will show up under prospecting.