Lists, Lead Scoring & Workflows

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JOnwah le Mars 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 Lire la suite
1 Mention J'aime
4 Réponses
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Mars 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...Lire la suite
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MHofstede5 le Janvier 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 Lire la suite
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2 Réponses
Accepted Solution
Contributeur de premier rang | Partenaire solutions
Janvier 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...Lire la suite
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LKalil le Décembre 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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1 Réponse
Accepted Solution
Expert reconnu | Partenaire solutions Platinum
Décembre 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...Lire la suite
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alexagatiss le Décembre 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 Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
MB11 le Octobre 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 Lire la suite
2 Mentions J'aime
1 Réponse
Gestionnaire de communauté
Octobre 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...Lire la suite
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LPatterson5 le Septembre 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
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2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Septembre 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 ...Lire la suite
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janquast le Mai 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 Lire la suite
Accepted Solution
Contributeur de premier rang | Partenaire solutions Elite
Mai 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...Lire la suite
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RMenezes le Mai 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 Mention J'aime
2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
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LBrisita le Avril 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 Mention J'aime
2 Réponses
Accepted Solution
Expert reconnu | Partenaire solutions
Avril 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...Lire la suite
Résolues
jcworth le Janvier 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 Lire la suite
0 Mention J'aime
3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 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...Lire la suite
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ChrisChiha le Décembre 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 Mention J'aime
6 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
Résolues
ChrisChiha le Novembre 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 Lire la suite
0 Mention J'aime
5 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Novembre 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...Lire la suite
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