Lists, Lead Scoring & Workflows

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Solved
mmetros on July 31, 2020
Can Hubspot trigger a workflow when a prospect is added to a campaign?
0 upvote
1 Reply
Accepted solution
Top Contributor | Partner
July 31, 2020 15:45
Hi @mmetros , Campaigns in HubSpot are made up of assets that include: Campaign Assets You can trigger a workflow specifically when one...read more
Solved
Daniel_Bleich on July 22, 2020
Hi, We have several campaigns where the form is submitted by one of our partners and they add their end customer in the form also. The result is that the partner becomes an MQL and syncs to SFDC but when an oppertunity is created the partner lea read more
1 upvote
5 Replies
Accepted solution
Key Advisor
July 23, 2020 04:25
@Daniel_Bleich , This is a completely understandable case! For this, I would use the progressive fields to capture your data. However, the solut...read more
Solved
emilym1 on July 14, 2020
I am trying to setup a workflow to set a contact property based on the URL where the form was filled out. In the form submission trigger, the only options for page filters are Hubspot pages, which we don't use, and "any page". Is there any way set c read more
0 upvote
4 Replies
Accepted solution
Key Advisor
July 20, 2020 05:00
Hi @emilym1 , I recently spent hours trying to figure out how to easily identify how a contact became a contact/from which form. I needed this esp...read more
Solved
Sherelle on June 26, 2020
Hi I am currently building a workflow to assign accounts to SDRs based on Country. When it comes to adding in the 'rotate company to owner' step. I would like to order how the accounts get assigned to specifc users (SDRs) not rely on Hubspots ra read more
Accepted solution
Community Manager
June 29, 2020 15:29
Hello @Sherelle At the moment the option of a round-robin in workflow works is that it will rotate contacts to the user who was least r...read more
Solved
Danish74 on June 14, 2020
I am a beginner and have gone through the training but still have a very basic problem. I am trying to create a list based upon a filter of a customer property. However it returns zero records even though the values appear in my dataset. It shou read more
0 upvote
1 Reply
Accepted solution
Most Valuable Member | Diamond Partner
June 14, 2020 06:00
Hi @Danish74 Have you saved the list and allowed it to process? Sometimes lists with very few results appear blank until fully processed. ...read more
Solved
Kmoloo on April 22, 2020
I like the new contacts beta, the table/boards look great. But there's one thing missing: the little options menu that you could open up and use to export the contacts that match your current filters (ref: https://monosnap.com/file/7X37CxlNW3qxFAL6 read more
1 upvote
3 Replies
Accepted solution
Contributor
May 01, 2020 07:16
Hi I came across this post while searching for the same thing, but I think I found it - there's a little drop down arrow by the view name in the tab...read more
Solved
KerrieSheaves on March 31, 2020
Has anyone managed to work out how you can overcome the property limit? I need to include a list of 16000 suburbs, and their corresponding postcodes (the postcodes are under 1000 but each postcode has multiple Suburb names within that zip/postcode read more
1 upvote
3 Replies
Accepted solution
Key Advisor
April 24, 2020 05:30
Hi @KerrieSheaves , I may be missing something here, but the 1,000 contact properties limit is for creating custom fields. The number of fields...read more
Solved
ahamaton on February 27, 2020
Hi, I just took literally all morning creating a list and accidentally deleted it. Is there any way the tech team could recover the list from the server for me, this is a real nightmare for me. Thanks Andrew
1 upvote
9 Replies
Accepted solution
Community Manager
February 27, 2020 12:55
Hi @ahamaton , There is currently no way to restore deleted lists within your account. I would recommend recreating the list. If you wo...read more
Solved
Dalia on February 20, 2020
How can I know the increased rate of my subscribers' list per month? What are the steps to find a full report for those subscribers based on the date of subscription and the country/region? Also, I want to know if they registered at the newsletter b read more
Accepted solution
AM8
Top Contributor
February 21, 2020 11:27
Hi @Dalia How can I know the increased rate of my subscribers' list per month? You can run a report using the filter "Became a subscriber d...read more
Solved
Cronos on January 26, 2020
What are some best practices to give positive vs negative points for Hubspot Lead Scoring? How many positive points should you give for form submissios, downloads, ... Is there a 'default scoring' system available? Any tips / resources are wel read more
0 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
January 27, 2020 10:55
Hey @Cronos , Personally, I've found that the smaller the lead score total the better it is to manage. HubSpot also has a great writeup on s...read more
Solved
GesseWol on January 09, 2020
I'm trying to assign contact owners based on the region that a contact is located in. It seems this is possible with a workflow and using the IP country but I can't find the documentation. Do I have to type in every country in europe to assign these read more
1 upvote
5 Replies
Accepted solution
Most Valuable Member | Diamond Partner
January 16, 2020 13:16
Hi @GesseWol IP Country is expressed as text in HubSpot, not a dropdown, so yes, you do need to manually type each one into your relevant wo...read more
Solved
cedaly on January 08, 2020
I know the HubSpot tracking pixel is on an email when sent but we often get an email that is opened 30 or more times that suggests the email may have been forward through an organization. Is there a way to capture (other than the activity feed) the read more
0 upvote
10 Replies
Accepted solution
Contributor
January 09, 2020 12:25
Yes - the Contact Record shows ALL of the email opens - I was looking for people who have multiple opens on the same email - likely forwarded the ema...read more
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