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Lists, Lead Scoring & Workflows

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CGreibig on August 11, 2022
How can I display who did not fill out a form?
Hi, I want to target certain titles that should have signed up to our cloud but have not done it yet. When I try to select the form, I only have the option of displaying those that filled it out but how can I display those that have NOT filled read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
August 11, 2022 03:58
Hi @CGreibig , One option would be a list of contacts who submitted a form – and then creating a second list of contacts who are not in the fi...read more
SylwiaG on August 08, 2022
Populate a field when note is created
Hello! We would like to create a field that is populated with the date of last note created. We actually thought it would be easy to do via workflows, but they don't include notes... The thing is - we want to filter the companies by last not read more
Reply
0 upvote
2 Replies
CTA9
Member
August 08, 2022 13:40
Hi @SylwiaG , This is not possible at the moment in HubSpot. But we can suggest this to HubSpot to include this feature in future versions. ...read more
MQayyumHalele on August 04, 2022
JIRA token not populated
Background: I am setting up a workflow to notify my service team through emails on some particular tickets. The notification consist of JIRA tokes such as JIRA issue ID and JIRA issue links. These tokens are not populated in the emails created event read more
Reply Professional
0 upvote
1 Reply
TiphaineCuisset
Community Manager
August 05, 2022 01:00
Hi @MQayyumHalele Thank you for reaching out and for the details! This does like a complicated set up/issue - for this I would recomm...read more
Solved
GHunt5 on August 03, 2022
Prioritizing Email Sends
Is it possible to prioritize one workflow over another for email sends if they happen to occur on the same day i.e. Webinar invite, Newsletter, and X all end up being scheduled to go out on the same day. Could you prioritze the webinar invite read more
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0 upvote
1 Reply
Accepted Solution
Ben_M
Key Advisor
August 03, 2022 11:48
There's no easy click priority that I am aware of. You would likely have to build a filter checking if they received a webinar in the last {#} days f...read more
03279 on August 03, 2022
Suggestions regarding automating lead scoring
Hey Hubspot Community. Can someone provide me feedback or suggestion around automating lead scoring. For eg at the moment I have to manually go and add new forms as a score. We have every week a new marketing collateral download form and each read more
Reply Professional Workflows
0 upvote
1 Reply
Phil_Vallender
Most Valuable Member | Elite Partner
August 03, 2022 03:37
Hi @03279 I don't have a solution that can automate the updating of lead scoring rules. But I have these two suggestions: With HubSp...read more
SzCzudowski on August 01, 2022
Exclude from inbox
Hi! I have a problem - i created a list for one non-hubspot contact form. The messages from this form appears on this list but i want to exclude this messages from the global inbox. Is there such option? My point is to be sure that this user ema read more
Reply Free
0 upvote
2 Replies
SzCzudowski
Member
August 02, 2022 12:49
Hi Pam, thank you for your reply. The inbox is just inbox for all people in company. Maybe i described it wrong. We have a form something like invi...read more
jbbalmes on August 01, 2022
Feefo Integration
So i'm trying to make a workflow with this condition for feefo: When a contact Lifecycle stage is changed to customer it should generate a csv file where i can pass the customer data. csv can be stored to any ftp. To make it simple. We read more
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1 upvote
5 Replies
jbbalmes
Participant
August 05, 2022 00:14
Thanks @JBeatty I will definitely check it out.
OAtkinson14 on August 01, 2022
Unsubscribe & Form Submission
Marketing Pro If a contact fills out a form to download a guide but they are already unsubscribed from marketing emails, will that trigger their subscription type to change and can they carry on through the workflow? Or can I simply create read more
Reply Professional
0 upvote
1 Reply
Phil_Vallender
Most Valuable Member | Elite Partner
August 01, 2022 04:34
Hi @OAtkinson14 I recommend you look at using HubSpot's built-in resubscribe process, which can be configured to trigger on a form submit by...read more
SSaiyed on July 29, 2022
append employee number and copy from company over to lead
What should be the workflow to append employee number and copy from company over to lead ?
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0 upvote
1 Reply
Bryantworks
Key Advisor
August 01, 2022 03:13
Hey @SSaiyed , You'll want to make a Company based workflow like so: You'll want to make sure that enrollment is on as well ...read more
Solved
GTucker on July 29, 2022
Find contacts with erroneous ZIP codes
Is there a way to find all contacts whose postal code (which the person entered on a form) is NOT a five-digit entry? This business only sells in the US. I am auditing a database that has entries where the person has entered a question (no clue read more
Reply Professional
0 upvote
2 Replies
Accepted Solution
GTucker
Participant
August 08, 2022 11:34
Thanks @TiphaineCuisset but I ended up exporting the data and did a manual cleanse.
Solved
WSmith2 on July 28, 2022
Imported list
Hi Everyone, I've imported two lists. When I look at imported lists they are showing, but when I go to add one of them to an email campaign, the option to use one of these lists does not exist. Any advice on why the list is not showing among read more
Reply Starter
0 upvote
2 Replies
Accepted Solution
danmoyle
Recognized Expert | Elite Partner
July 28, 2022 05:21
Hi @WSmith2 . When you're looking in the import tool, those aren't technically lists (yet). If you hover over the import and click "more," you can c...read more
SKealy on July 27, 2022
Error message when trying to send form responses to Google Sheets: 'No "Header" options available'
Just as in the title. The HubSpot workflow is finding the right Google Sheets spreadsheet, and recognises the heading of the first column, so I'm able to map the right property, but it doesn't recognise the other headers. Screen shot here
Reply Integrations
0 upvote
2 Replies
SKealy
Participant
July 31, 2022 17:56
Hi PamCotton, I've read through the knowledge base article and my Sheets doc follows the guidelines (I own the doc, all headers are labelled, no gaps...read more
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