Lists, Lead Scoring & Workflows

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Solved
RHendricks on May 11, 2024
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Accepted Solution
Key Advisor
May 11, 2024 07:16
Hi @RHendricks Personally I have never seen lists being used to set a lifecycle stage, but rather to show which contacts have which lifecycl...read more
Solved
JOnwah on March 21, 2024
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
1 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
March 25, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...read more
Solved
MHofstede5 on January 16, 2024
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
0 upvote
2 Replies
Accepted Solution
Guide | Partner
January 16, 2024 11:00
@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
Solved
LKalil on December 19, 2023
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.
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Platinum Partner
December 19, 2023 10:12
Hi @LKalil , Check out this blog post. My tips are to brainstorm and organize the positive and negative attributes that correlate wit...read more
Solved
alexagatiss on December 07, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 08, 2023 00:18
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
MB11 on October 20, 2023
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
Community Manager
October 20, 2023 11:54
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
Solved
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
2 Replies
Accepted Solution
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 ...read more
Solved
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 recom...read more
Solved
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: https://community.hubspot.com/t5/HubSp...read more
Solved
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 | Partner
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 HubSpot...read more
Solved
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 yo...read more
Solved
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 Set...read more
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