Lists, Lead Scoring & Workflows

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  • jenniferlim on April 27, 2020
    3 Replies
    A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...
    December 30, 2020 03:55
    Hi @mbinmasoud , Yes, it is the HS Object ID. It is sometimes easier to work with the technical names in Zapier. If you open the field prope...
  • Solved
    Osnovyanenko on September 21, 2021
    5 Replies
    I'm currently exploring an idea where I can filter incoming contacts based on their email domain. A sort of domain allowlist-blocklist concept. A similar solution exists for sign-up forms where a field validates a domain against a free domain ...
    Key Advisor
    September 22, 2021 14:16
    Hey @Osnovyanenko , unfortunately, I don't think this is currently possible in HubSpot.
  • Solved
    Radwalhusiny on September 15, 2021
    1 Replies
    Hi, I want to send welcome email to new subscribers, how can I choose them while sending?
    Top Contributor | Diamond Partner
    September 15, 2021 05:29
    Hi @Radwalhusiny , You can use your filters for the contacts who has : Visited your website Clicked some CTA on your website/landin...
  • Solved
    YB_Low on July 12, 2021
    4 Replies
    Hi! I have a list of contacts and recently added a new property. Is there a way to mass edit the value of this new property of my contacts accordingly instead of changing them one by one? Thank you so much in advance! 😀
    Top Contributor | Diamond Partner
    July 13, 2021 01:12
    Hi @YB_Low , Yes, you can achieve this with a simple contact based workflow. you have created a new property, you have a list of contacts. wh...
  • Solved
    TRichards on June 17, 2021
    4 Replies
    Hard to use a title to explain this. I can go to a form and export the contacts that filled it out. I can remove dupes and get a number, say 100. Unfortunately, when I export that I cannot control the properties being exported. So I create an A...
    Most Valuable Member
    June 21, 2021 07:36
    Hi @TRichards , Still a bit unusual. Have you cross-referenced the list export and the de-duplicated forms export to check which contacts are ...
  • LizCoralli on June 09, 2021
    1 Replies
    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 ...
    Top Contributor | Diamond Partner
    June 21, 2021 02:46
    Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...
  • Solved
    afu on May 14, 2021
    6 Replies
    Hi - a question for all you experts: Most commonly we segment our marketing emails/lists by United States (US) vs. Outside United States (OUS). Typically our geo-targeting lists are 'loose' - for example, our US list would be anyone who’s (s...
    May 19, 2021 04:36
    Yes, exactly what we ended up doing! thanks!
  • BSchmitz on May 06, 2021
    3 Replies
    Sorry if this question is common knowledge, but I can't seem to find a straight answer. If I were to delete unsubscribed contacts and 90 days later they're added back to the system via a form or a manual import, would Hubspot still "remember" th...
    May 09, 2021 03:09
    No Hubspot didn't delete from the system.
  • Solved
    BKarsies on May 06, 2021
    2 Replies
    I use Zapier to transfer information from a quiz in Survey Anyplace to HubSpot. Everything is working well besides being able to see the quiz as a "recent conversion". I tried to create a workflow but since "recent conversion" is a read-only proper...
    May 07, 2021 12:40
    This is exactly what we needed to do. We were able to add to the end of our zap to use the webhook and send the new form to Hubspot which now counts ...
  • Solved
    aatirar on May 05, 2021
    1 Replies
    Hi there I recently ran a poorly-framed workflow that ultimately ended up unassigning contact ownership for thousands of records. So, basically, I have thousands of contact records that are now left without owners (unassigned). I'm trying to...
    Most Valuable Member
    May 05, 2021 23:29
    Hi @aatirar , Unfortunately there isn't a "reverse" button or functionality for the kinds of changes, not just for workflows but in general. H...
  • Solved
    JJong on April 20, 2021
    9 Replies
    Hi all, So far, there is no option to reset the lead score of a specific contact person or company back to zero. The only way that a contact's score can be reduced is by applying a negative attribute. However, this is not efficient when dealing with...
    Community Manager
    June 10, 2021 03:18
    Hi @HYeager Thank you for reaching out and for the feedback. This is not possible at this stage within HubSpot, but I'd recommend up...
  • Solved
    JHalliday on March 11, 2021
    3 Replies
    Hi there, I was wondering how you guys are solving this: Say that 6 months ago entered our HubSpot CRM converting from one of our LinkedIn Ads. He is then registered as a new contact/lead. Our sales person reaches out to jo...
    Contributor | Partner
    July 13, 2021 15:51
    Hi JHalliday, It depends a little on how you have the ad campaigns set up. I set triggers to alert the appropriate rep or marketing person if som...
  • KiwiCreative on March 10, 2021
    2 Replies
    I'm working with a client that recently switched to the new Marketing Contacts account structure. While setting up the workflows that will mark contacts as a "Marketing contact" or "Non-marketing contact" I noticed a few contacts that were set as Ma...
    Participant | Platinum Partner
    March 12, 2021 06:23
    Hey Sharon, thanks for the reply! My post may have been a bit confusing, but I'm not looking to "unbounce" the globally bounced contacts, I just want...
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