Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
Hi, We have a lifecycle stage "unqualified" when a contact reach this lifecycle stage we want him/her to be a non-marketingcontact, unenrolled from other selected workflows, unenrolled from sales sequences and we want that all associated company read more
@MHofstede5 - most required actions for your "disabling" of a Contact can be set up in a workflow. For removal from other workflows, create a dynam...read more
What is the best way to get started with lead scoring? Lifecycle stages can be difficult when we sell mutliple products. I'm curious to know how others got started lead scoring and building a process around that.
What are my options for creating a workflow for our company's HubSpot users (internal)? Ideally, I want to create a form that asks users to input a date for an event. The date will be linked to their name and they will be enrolled in an automated wo read more
Hi @alexagatiss ,
You would treat this exactly as you would treat a workflow for external contacts, only that you'd limit the enrollment of yo...read more
Hey all, we intend to employ Workflows for triggering Webhooks to send data to our system. For instance, we aim to track email and website clicks and determine which website or email initiated the Workflow. Currently, we have only found a read more
Hi @MB11 , Thank you for reaching out to the Community! I found for you these similar threads that might be of interest: - Webhooks - Subscribin...read more
Hi, I know if my sales team are sending a sequence the contact doesn't need to be enrolled as a marketing contact, but if there is a workflow behind the sequence, do they need to be marketing contacts? Thanks L
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w read more
The route I would take is to add in negative criteria for inactivity, to @karstenkoehler 's point. If sales has interacted with the lead, I'd recom...read more
I'm trying to use the Tickets property in Lead Scoring but cannot find where to do this. I've looked into all categories of scoring criteria but haven't come across this yet. Is this under any main category or just doesn't exist?
Hi @RMenezes ,
You're correct, this is currently not possible. Other users have requested this before: https://community.hubspot.com/t5/HubSp...read more
Hi, I'm hoping to pre-populate the fields of a web form launching on my site. The form is custom built by my IT team to manage some complexities that HubSpot forms can't accomplish. Has anyone tried doing this?
Hey @LBrisita , thanks for reaching out!
As far as I know, the only way to pre-populate a form with data stored in HubSpot is to use a HubSpot...read more
Hi All, Hoping someone has a better idea than I do to return a limited number of companies/contacts for lists or views. I'm looking to create top 100/250 customer lists, however at this stage I've simply had to sort by revenue and manually f read more
Hello, I have certain workflows that needs to be triggered only between 9am and 9pm. Is there any way to set conditions or settings to these specific workflows ? Thanks, Chris
Hi @ChrisChiha ,
Generally, there isn't any option for limiting enrollment to certain times, only for pausing workflow actions , in the Set...read more
Hello, I am creating automated workflows for my transactional emails, and as i am using deal personalization tokens, i have to set my workflow as deal based workflow. Is there a guaranteed approach to exclude a certain contact type from my deal read more
Hi @ChrisChiha ,
Until a while ago, the best solution for this kind of problem was to re-create the deal-based workflow as a contact-based wor...read more