Lists, Lead Scoring & Workflows

Filtern nach
  • Alle Label
  • 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
Sortieren nach
Neuesten Beiträge
  • Neuesten Beiträge
  • Top Likes
  • Alle
  • Gelöst
  • Unbeantwortet
MikeVizibl on Mai 03, 2023
Hey all, Struggling to find guidance on this topic so hoping someone can help here! We've got quite a complex manual lead scoring model that does work, for the most part, but the biggest problem we have is that we have very specific, targeted pe Beitrag ansehen
2 Antworten
Mai 04, 2023 01:17
It sounds like you're on the right track with your proposed approach of scoring based on role and function rather than specific job titles....Beitrag ansehen
MMassung on Mai 01, 2023
Is it possible to have lead scoring criteria based on a meeting having been booked through a booking link? I want to increase the lead score for a contact when they book a meeting with Sales.
4 Antworten
Accepted Solution
Ratgeber/-in | Platinum Partner
Mai 02, 2023 06:49
Hi @MMassung Yes, you can score the records that have booked a meting using this field " Date of last meeting Book" on Deal pproperties When eve...Beitrag ansehen
rkcastillo on April 27, 2023
I have hundreds of contacts in my contacts tab. We did a conference with a couple hundred registrations. I opened all the submissions of the form for this conference. Is there a way to choose all those contacts and in bulk change their lead Beitrag ansehen
3 Antworten
Accepted Solution
Berühmtheit | Partner
April 27, 2023 23:58
Hi @rkcastillo , Under Menu > Contacts > Contacts , you can click Advanced filter s (above the table view), select Add filter &g...Beitrag ansehen
CKelson on April 19, 2023
Since Hubspot doesn't let us modify default system emails, there are some situations where we have to notify our sales team about form submissions through workflows. However, when we try to include the form submission info, only some of the info act Beitrag ansehen
April 21, 2023 10:07
Thanks for the suggestion @CateDuarte . I added a 5 minute delay, and unfortunately the only thing that seems to have changed is that now the email ...Beitrag ansehen
thomas_bennett on April 17, 2023
Good morning, Lists, Lead Scoring & Workflows community, If this post is in the wrong location; I apologize for my error and please move it accordingly. We have contacts workflow that is using Company fields. Specifically there is an e Beitrag ansehen
5 Antworten
Accepted Solution
Berühmtheit | Partner
April 18, 2023 00:27
Hi @thomas_bennett , @thomas_bennett wrote: What other information may I provide to be able to help you help us better? This mainly ref...Beitrag ansehen
Jkvet on Januar 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?
2 Antworten
Accepted Solution
Teilnehmer/-in | Diamond Partner
Januar 25, 2023 08:53
Hi @Jkvet , As a continuation of @karstenkoehler great answer. Another option to map all of the Country/ Region values, you create a "Single Obj...Beitrag ansehen
M_CD on Dezember 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 Antwort
Accepted Solution
Autorität | Platinum Partner
Dezember 01, 2022 07:14
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 sc...Beitrag ansehen
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) Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
September 06, 2022 05:00
Hi @GGuy , The email address is a unique identifier in HubSpot. No two contacts can exist with the same email address. Following this logic, H...Beitrag ansehen
Sebastian_Lauk on Juni 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 Beitrag ansehen
4 Antworten
Accepted Solution
Berühmtheit | Partner
Juni 20, 2022 00:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll co...Beitrag ansehen
Manobyte on Juni 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 Beitrag ansehen
Accepted Solution
HubSpot Employee
Juni 10, 2022 09:18
Hi @Manobyte , Thank you for reaching out to us! I was able to find a similar community post on how to achieve this. @Anonymous ha...Beitrag ansehen
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 Beitrag ansehen
7 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 02, 2022 03:07
Hi @MSeidenglanz , Thanks for the screenshot, that's helpful. You're correct, currently your workflow would simply enroll contacts in your por...Beitrag ansehen
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 Beitrag ansehen
3 Antworten
Mai 02, 2022 06:33
Here, you can watch the idea 👉
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.