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Lists, Lead Scoring & Workflows

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LKaczmarek1012 en Noviembre 13, 2023

Migration from ActiveCampaign to Hubspot - Automations & other

Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate Leer más

Responder Admin best practices How-To Lists Professional Starter Workaround

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6 Respuestas

Accepted Solution

danmoyle

Miembro estimable | Partner nivel Elite

Noviembre 30, 2023 15:57

@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...Leer más

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CDugan2 en Marzo 31, 2023

If/then workflow branch depending on if prospect is net/new or existing?

Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral Leer más

Responder Admin best practices How-To Marketing Sales Workflows

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3 Respuestas

Accepted Solution

franksteiner79

Asesor destacado

Abril 01, 2023 12:53

Hi @CDugan2 It kinda depends on what the workflow is doing and what you are trying to do. Strictly speaking anything that converts a conta...Leer más

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AprylHudson en Junio 30, 2022

Moving Lead Status to custom property

Oh I hope @karstenkoehler is around 😁 My issue is this: I have a person who has used Lead Status as a lead source type of property. We need to utilize Lead status for proper LCS management. So I'm moving Lead status data to a new custom Leer más

Responder Admin Marketing Workflows

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4 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Junio 30, 2022 02:29

Hi @AprylHudson , Ah, gotcha. These would be lost, yes, unless you import each historical value one by one. Would it be acceptable to lo...Leer más

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MGallagher3 en Abril 07, 2022

Mass Update Internal email notification

Hi, Is there a way at the admin level to see all i nternal email notification set via workflows for potential errors or updates? Goal is to add a new team member to every single notification, and would rather do this update on a macro scale the Leer más

Responder Admin Workflows

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1 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Abril 08, 2022 00:08

Hi @MGallagher3 , Not that I know of, unfortunately. If these internal email notifications are internal marketing emails , then you can pull ...Leer más

LizCoralli en Junio 09, 2021

Attributes of a well built lead handoff process

In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What Leer más

Responder Admin best practices Contacts CRM Deals Marketing Notifications Sales Tasks Workflows

4 Me gusta

1 Respuestas

webdew

Guía | Partner nivel Diamond

Junio 21, 2021 05:46

Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...Leer más

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