Lists, Lead Scoring & Workflows

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CPECORARI en 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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | 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...Leer más
RHendricks en 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 Leer más
Solución Aceptada
Asesor destacado
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...Leer más
JOnwah en Marzo 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 Leer más
1 Me gusta
4 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Marzo 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...Leer más
MHofstede5 en Enero 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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Guía | Partner
Enero 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...Leer más
LKalil en Diciembre 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.
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2 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Platinum
Diciembre 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...Leer más
alexagatiss en Diciembre 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 Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 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...Leer más
MB11 en Octubre 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 Leer más
2 Me gusta
1 Respuestas
Administrador de la comunidad
Octubre 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...Leer más
LPatterson5 en Septiembre 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 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Septiembre 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 ...Leer más
janquast en 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 Leer más
Solución Aceptada
Colaborador líder | Partner nivel Elite
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...Leer más
RMenezes en 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?
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 24, 2023 00:19
Hi @RMenezes , You're correct, this is currently not possible. Other users have requested this before: más
LBrisita en Abril 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 Me gusta
2 Respuestas
Solución Aceptada
Experto reconocido | Partner
Abril 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...Leer más
jcworth en Enero 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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...Leer más
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