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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
Jkvet on January 19, 2023
I need to change the Country/Region contact property from a single-line entry to a drop-down menu. What will be the best way to introduce this change when it will affect more than 2500 existing contacts?
0 upvote
2 Replies
Accepted Solution
January 25, 2023 05:53
Hi @Jkvet , As a continuation of @karstenkoehler great answer. Another option to map all of the Country/ Region values, you create a "Single more
M_CD on December 01, 2022
Hi all, I'd like to make a list containing visitors who have visited two or more urls out of a list of individual urls. Who can help me with this?
1 upvote
1 Reply
Accepted Solution
Guide | Platinum Partner
December 01, 2022 04:14
Hey @M_CD , I assume you've tested this approach already to create a list: The other thing that I can think of is to create a more
GGuy on September 06, 2022
Please ask the CEO and CPO of HubSpot for the following super complex and complicated future: (it's super long so please keep attention) Simple toggle button that simply does this: NEVER EVER FOREVER FOR ANY FORM (regardless HS-form or non-HS-form) read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 06, 2022 02:00
Hi @GGuy , The email address is a unique identifier in HubSpot. No two contacts can exist with the same email address. Following this logic, more
Sebastian_Lauk on June 19, 2022
I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 19, 2022 21:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll more
Manobyte on June 09, 2022
I was trying to build a workflow that would, if certain requirements were met, associate a contact with a custom object that I created. I can see that there are some custom object related interactions in workflows, but I cant seem to figure out crea read more
Accepted Solution
HubSpot Employee
June 10, 2022 06:18
Hi @Manobyte , Thank you for reaching out to us! I was able to find a similar community post on how to achieve this. @Anonymous more
MSeidenglanz on April 28, 2022
Hello, We are currently using Hubspot Workflows' "is member of list" criteria to call a webhook on our side so that we know when a contact has been ADDED to the list. How can we detect, when a contact is REMOVED from a list. We've already tr read more
0 upvote
7 Replies
Accepted Solution
Hall of Famer | Partner
May 02, 2022 00:07
Hi @MSeidenglanz , Thanks for the screenshot, that's helpful. You're correct, currently your workflow would simply enroll contacts in your more
lauragalber on April 27, 2022
Now, the different groups in a list are shown more clearly, but one more step is needed to speed up our tasks: We usually clone groups to take advantage of the added properties or filters but... Sometimes we suddenly forget some more and we mu read more
0 upvote
3 Replies
May 02, 2022 03:33
Here, you can watch the idea 👉
ARollman on March 29, 2022
Hi friends! I am looking to create a workflow that edits a contact property with a date picker field type. The current property that I have in our HubSpot is "Free Trial Enrollment Date," which autopopulates the date a contact began a free trial on read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 29, 2022 21:30
Hi @ARollman , HubSpot does not have a native feature for that. It would require third-party solutions (e.g. passing on property values into more
tnpcatalyze on March 14, 2022
How can I automatically add manually imported contacts into my welcome series without duplicates? For example; my company hosts webinars on webex. I take the registrant list and add it to my contacts database, if a person in that import has nev read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 14, 2022 11:31
Hi @tnpcatalyze , HubSpot automatically deduplicates contacts by email address . If you import contacts that already exist under the same more
tnpcatalyze on March 08, 2022
Hey y'all: I want to create a list of folks whose create date is before 03/01/2021, whose email has hard bounced, and who DO NOT have any deals associated with their account. The first two are easy, but I'm having trouble figuring out how read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 08, 2022 11:53
Hi @tnpcatalyze , The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at more
deanrenshaw on March 02, 2022
I have a workflow that I would like to create a company based on a lead generated. So ideally the contact workflow can check a list of companies - to make sure it doesn't already exist before proceeding to create a company. I could use 'as read more
0 upvote
5 Replies
Participant | Gold Partner
March 03, 2022 04:26
@deanrenshaw 1. Yes. - this is more
khensel on December 16, 2021
Our customer data is managed through Personify and we have an integration with HubSpot so that any changes that happen to a customer's record in Personify are synced with HubSpot. We are facing the problem that when a customer updates his/her email read more
0 upvote
1 Reply
HubSpot Employee
December 20, 2021 07:19
Hi @khensel , Thank you so much for reaching out! When an e-mail address on the contact record has been updated the subscriptions more
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.