Lists, Lead Scoring & Workflows

Vivd
Member

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

I created a static list and added people who follow a workflow to it. But when i check back the list, a number of contacts who did not go through the workflow are also in there. Am i getting static lists wrong?

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

@Daniel_Bleich, please see Add or remove contacts from a static list

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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5 Replies 5
MFrankJohnson
Thought Leader

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

Welcome, @Vivd,

 

>>"Am i getting static lists wrong?"

Yes. Static lists do not update automatically. Build your list as active.

- see Create active or static lists

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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Vivd
Member

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

But i don't see an option to add active lists to workflows. Again am i missing something?

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MFrankJohnson
Thought Leader

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

HubSpot Workflow Enrollment Triggers: List MembershipHubSpot Workflow Enrollment Triggers: List Membership

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
Daniel_Bleich
Key Advisor

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

Hi Vivd,

No, you are 100% correct, you can only add users to a static list via a workflow. To understand why there are users that did not complete the WF but are in the list I will need to see a screenshot of the WF.

However, it is better to use active lists because they are more versitile, you can add a rule in the active list that users who complete a specific WF will be added to this list.

 

Daniel Bleichman
Marketing | AudioCodes

Danielbleichman@gmail.com
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MFrankJohnson
Solution
Thought Leader

Wanted to add people who reach the end of a workflow to a list, but...

SOLVE

@Daniel_Bleich, please see Add or remove contacts from a static list

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes