Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
KStavro1 on March 18, 2024
I'm trying to create a lead score for different marekting activities that is also time restricted. Example: Webinar Score is based on number of webinar registrations in the last 6 months. i.e. 1 = 1 webinar registered, 2 = 2 webinar registered, et read more
0 upvote
1 Reply
Hall of Famer | Partner
March 18, 2024 11:08
Hi @KStavro1 , Where exactly and how exactly do you store information about webinar registrations? If this is a contact property, then this wi...read more
KRose8 on March 18, 2024
I'm wondering what report to run to find commonalities among our historic closed/won deals so I can improve our nascent lead scoring matrix?
0 upvote
1 Reply
Community Manager
March 18, 2024 18:08
Hey @KRose8 , thank you for posting in our Community! To identify commonalities among historic closed/won deals and enhance our lead scoring...read more
marty_mac on March 15, 2024
I am creating a nurture campaign for net new contacts who filled out a form to download a recent report. I am trying to create a workflow based on the form submission but I only want the nurture campaign to go to the net new contacts. I am thinking read more
0 upvote
1 Reply
Hall of Famer | Partner
March 15, 2024 10:02
Hi @marty_mac , You can use the field "First conversion" for this 🙂 First conversion: the first landing page and form the contact s...read more
cbuoscio on March 13, 2024
I have multple lists and the contact might be on all the lists but I just want to add the information as I upload. I'm uploading a spreadsheet to update a contact information based on a custom created field (want to add to multiple choice field) read more
0 upvote
4 Replies
Member
March 14, 2024 16:55
IMPORT COLUMN FROM FILEOBJECT TYPEHUBSPOT PROPERTY ERROR TYPE ERROR IMPACT Email Address Contact Email Association record not found 17 assoc...read more
OCantu on March 12, 2024
Hi all! I am trying to create a workflow that captures both activity and associated company data and pushes the property data I need to Google Sheets. I can't create an activity-based workflow, so I am having to default to a company-based workf read more
0 upvote
3 Replies
Participant
March 13, 2024 10:46
I thought of this, but unfortunately, HubSpot doesn't consider a new meeting record associated to a company as an update to that Company record. So t...read more
IuliaArtean on March 12, 2024
Hello, I've created a 'Follow-up on email workflow' based on contact properties trigger. But I would like to add a deal stage filter too on this as I only want to trigger here those people who have "Offer sent" deal stage. This is because after read more
0 upvote
1 Reply
Hall of Famer | Partner
March 12, 2024 09:04
Hi @IuliaArtean , Unless you're working with association labels , you can't distinguish between deals from a contact-based workflow. If you n...read more
Solved
chloeg on March 11, 2024
Hi, So, I have created a workflow to send out thank you emails for 4 checkboxes on our form and the user can select more than 1. Possible combinations can be 1, 2, 3, or all of them. Choosing 1 - 2 & 4 checkboxes sends out the correct em read more
0 upvote
12 Replies
Accepted Solution
Hall of Famer | Partner
March 12, 2024 02:36
Hi @chloeg , @chloeg wrote: Possible combinations can be 1, 2, 3, or all of them. Just to confirm, what about 1-2, 1-3, 2-3? I...read more
rachelconsults on March 11, 2024
Hi, I'd like to create a score for people in specific campaigns. I have a number of emails associated with the campaigns and I would like to apply scores for "any email" but refined by a filter of campaign. I'm only seeing the ability to refine by d read more
Contributor | Partner
March 12, 2024 07:00
Hello @rachelconsults ! I think using enrollments in workflows is a good workaround you can try since you care more about the people you're sending...read more
ABhamra on March 11, 2024
We exhibited an event and we used their scanner tool for all leads. The leads were downloaded to an xls and CSV - however, when I uploaded the 800 leads, only 400 something copied across I didnt have any errors - and I have deleted and tried again read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 11, 2024 11:57
Hi @ABhamra , Are you certain that the other 400 didn't already exist in your database? This seems like the most likely explanation since Hu...read more
Solved
MLatulippe on March 10, 2024
Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a lis read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 11, 2024 01:15
Hi @MLatulippe , The best option is indeed to add a step to your workflow that sets the value of a custom date property to the current date. H...read more
Solved
IuliaArtean on March 08, 2024
Hello, Iwould like to test a workflow that I just created (Snapshot attached). I would test it with my contact but I really want to see how the contact is being triggered and how the branch option will be chosen and if I will create a deal I am con read more
0 upvote
10 Replies
Accepted Solution
Hall of Famer | Partner
March 08, 2024 05:49
Hi @IuliaArtean , The best way to test this under real circumstances, without affecting your actual contacts, is by adding an additional filte...read more
WeatherFlow on March 07, 2024
We've been using Husbpot for several years without many issues, but it seems that around October of last year, our Shopify mapping changed. SKUs are not mapped but now either are line items. Product names also don't seem to be shared from Shopify or read more
0 upvote
5 Replies
Community Manager
March 14, 2024 04:47
Hi @WeatherFlow , If you installed the integration before the date mentioned above, you may have the previous version as the latest version has...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.