Lists, Lead Scoring & Workflows

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LPatterson5 on September 05, 2023
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
0 upvote
1 Reply
Hall of Famer | Partner
September 05, 2023 05:36
Hi @LPatterson5 , Only if that workflow has actions related to marketing email sends or ads. Does it? Otherwise, workflow enrollment in more
janquast on May 30, 2023
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
Accepted Solution
Top Contributor | Elite Partner
May 31, 2023 16:11
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 more
RMenezes on May 23, 2023
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?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2023 00:19
Hi @RMenezes , You're correct, this is currently not possible. Other users have requested this before: more
LBrisita on April 20, 2023
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?
1 upvote
2 Replies
Accepted Solution
Recognized Expert
April 20, 2023 16:13
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 more
jcworth on January 26, 2023
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 11:30
Hi @jcworth , A quick workaround would be using the company index page ( Menu > Contacts > Companies ), filter this index page to more
ChrisChiha on December 05, 2021
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
1 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
December 05, 2021 09:31
Hi @ChrisChiha , Generally, there isn't any option for limiting enrollment to certain times, only for pausing workflow actions , in the more
ChrisChiha on November 10, 2021
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
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
November 10, 2021 00:44
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 more
Bob2245 on November 03, 2021
So, came across this funny but somewhat annoying limitation in Hubspot's workflow. The use case was as follows: I was building an onboarding sequence for an outsourcing company. Part of the onboarding was to send their newly employed professionals a read more
0 upvote
1 Reply
Community Manager
November 04, 2021 05:00
Hi @Bob2245 I can understand how this could be useful for you to also have the functionnality in date-based workflow so I'd recommend more
Jeanisrad on July 09, 2021
Is it possible that you can have a condition that sends a lead down two branches in a workflow, vs just the first? Scenario: Workflow sends an email to get the customer to do 2 things. The salesperson toggles yes or no on both. I want different read more
0 upvote
3 Replies
July 12, 2021 10:31
Thanks Karsten. I ended up creating 4 conditions in the branches for the 4 scenarios as my solve.
LizCoralli on June 09, 2021
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 read more
Guide | Diamond Partner
June 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 more
thomas25 on May 28, 2021
Hey, Our company offers a number of different products and we get most revenue out of our existing customers. Therefore, it would be interesting to track existing customers' (or prospects') interest in each of these products (or groups of produ read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
June 17, 2021 00:26
Hello @thomas25 , In your case, the first requirement is to segment existing contacts based on products they are interested and for this, you more
kahweing on May 27, 2021
Hi, I want to do the contact enrollment trigger when Simplify Router Phone is not empty (filled) and it will direct trigger the webhook. Which should i select? Is Known?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 27, 2021 08:13
Hi @kahweing , That's correct. If you enroll existing contacts, all contacts with a value in this field would be come into the workflow. If more
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