Lists, Lead Scoring & Workflows

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Résolues
mmetros le Juillet 31, 2020
Can Hubspot trigger a workflow when a prospect is added to a campaign?
0 Mention J'aime
1 Réponse
Solution Acceptée
Contributeur de premier rang | Partenaire solutions
Juillet 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...Lire la suite
Résolues
Daniel_Bleich le Juillet 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 Lire la suite
1 Mention J'aime
5 Réponses
Solution Acceptée
Conseiller clé
Juillet 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...Lire la suite
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emilym1 le Juillet 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 Lire la suite
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4 Réponses
Solution Acceptée
Conseiller clé
Juillet 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...Lire la suite
Résolues
Sherelle le Juin 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 Lire la suite
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2 Réponses
Solution Acceptée
Gestionnaire de communauté
Juin 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...Lire la suite
Résolues
Danish74 le Juin 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 Lire la suite
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1 Réponse
Solution Acceptée
Membre irremplaçable | Partenaire solutions Diamond
Juin 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. ...Lire la suite
Résolues
Kmoloo le Avril 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 Lire la suite
1 Mention J'aime
3 Réponses
Solution Acceptée
Contributeur
Mai 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...Lire la suite
Résolues
KerrieSheaves le Mars 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 Lire la suite
1 Mention J'aime
3 Réponses
Solution Acceptée
Conseiller clé
Avril 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...Lire la suite
Résolues
ahamaton le Février 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 Mention J'aime
9 Réponses
Solution Acceptée
Gestionnaire de communauté
Février 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...Lire la suite
Résolues
Dalia le Février 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 Lire la suite
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1 Réponse
Solution Acceptée
AM8
Contributeur de premier rang
Février 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...Lire la suite
Résolues
Cronos le Janvier 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 Lire la suite
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2 Réponses
Solution Acceptée
Conseiller clé | Partenaire solutions Diamond
Janvier 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...Lire la suite
Résolues
GesseWol le Janvier 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 Lire la suite
1 Mention J'aime
5 Réponses
Solution Acceptée
Membre irremplaçable | Partenaire solutions Diamond
Janvier 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...Lire la suite
Résolues
cedaly le Janvier 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 Lire la suite
0 Mention J'aime
10 Réponses
Solution Acceptée
Contributeur
Janvier 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...Lire la suite
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