Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
CRusso on October 08, 2024
Hi Everyone, Ive been struggling to make a workflow. That should trigger when an activity is logged by 2 specific users (I removed names for privacy reasons) that is related to a Company. I then only want it to take the information from that ac read more
Accepted solution
Hall of Famer | Partner
October 09, 2024 00:28
Hi @CRusso , The issue here are likely your enrollment and branch criteria. If these are checking whether there is an activity with a create d...read more
Solved
theDMM on August 08, 2024
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
Accepted solution
Hall of Famer
August 17, 2024 11:12
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more
Solved
NoTechSupport on July 24, 2024
No matter how many emails subscribe to my newsletter form my Contacts page only shows 3 records, literally every single day it's a new unbearably and unbelievably insufferable issue with this platform, just genuinely absolutely f***ing unbelievable read more
Accepted solution
Key Advisor
July 25, 2024 00:58
Hi @NoTechSupport This is indeed a simple form setting called "Always create contact for new email address" which you need to activate in yo...read more
Solved
AKhakimova on June 25, 2024
Hi all, When I create a contact-based list with filters on associated companies and custom object (and associated labels), any chance I can edit columns in the way to display the company properties used, and association labels (in my case on con read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 25, 2024 11:38
Hi @AKhakimova , That's correct, regular lists only support columns based on the object the list is based on. If you want to display inf...read more
Solved
CPECORARI on May 29, 2024
Hello, I created a property "Last contact type" (object company) with the following values : Inbound Call Outbound Call Inbound Email Outbound Email Then, I wanted to create 4 workflows to populate this property: 1 workflow trigger eac read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 29, 2024 12:34
Hi @CPECORARI , The best workaround currently is creating a list with the same enrollment criteria as the workflow, the also adding the filter...read more
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 | Diamond 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
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.