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
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
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 posti...read more
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
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
Hi @LizCoralli ,
Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...read more
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
Hello @thomas25 ,
In your case, the first requirement is to segment existing contacts based on products they are interested and for this, you ...read more
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?
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 yo...read more