Lists, Lead Scoring & Workflows

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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
HubSpot Employee
Junio 02, 2023 13:57
Hi @janquast this is a pretty common question with scoring. We discussed this a bit in a recent HUG Admins webinar, and the particular question aro...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
Accepted Solution
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
Accepted Solution
Experto reconocido | Partner nivel Platinum
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
Accepted Solution
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
ChrisChiha en Diciembre 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 Me gusta
6 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Diciembre 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...Leer más
ChrisChiha en Noviembre 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 Leer más
0 Me gusta
5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 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 wor...Leer más
Bob2245 en Noviembre 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 Leer más
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1 Respuestas
Administrador de la comunidad
Noviembre 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 posti...Leer más
Jeanisrad en Julio 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 Leer más
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3 Respuestas
Julio 12, 2021 10:31
Thanks Karsten. I ended up creating 4 conditions in the branches for the 4 scenarios as my solve.
LizCoralli en Junio 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 Leer más
Guía | Partner nivel Diamond
Junio 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 a...Leer más
thomas25 en 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 Leer más
1 Me gusta
2 Respuestas
Accepted Solution
Líder intelectual | Partner nivel Elite
Junio 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 ...Leer más
kahweing en 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?
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | 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 yo...Leer más
DanPronovost en Enero 02, 2021
Hello All: We have been chatting with our sales rep about the new Marketing Hub with Contacts, and considering switching to this program. I ran the elegibility workflow provided, and it was less than worthless! It ends with requiring me to d Leer más
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2 Respuestas
Enero 04, 2021 16:40
Thank you Ben for the feedback. It is appreciated! I've tried to do the reverse thing (exclude contacts), but since I want to find contacts that ...Leer más
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