Lists, Lead Scoring & Workflows

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Solved
RBanola on November 18, 2024
Hi Team, I created a manual lead scoring property caled "Lead Score_RB" but I am not able to delete it now despite the fact it is not used. Second I have too much confusion since lead scoring property generated from beta version read more
Accepted solution
Hall of Famer | Partner
November 18, 2024 12:56
Hi @RBanola , The property you're trying to delete is the defaul HubSpot score property which cannot be deleted. Have a look at the internal p...read more
Solved
ASmet on October 29, 2024
Hi, I have a question about Marketing contacts with specific roles. In Salesforce we have the object Account Contact Relationship (ACR). This is an object where we define the relation a contact has to an account. In our case this would be a read more
Accepted solution
Hall of Famer | Partner
October 29, 2024 05:18
Hi @ASmet , In HubSpot, this would be done through association labels 🙂 https://knowledge.hubspot.com/object-settings/create-and-use-assoc...read more
Solved
jdv123 on October 18, 2024
I built out this workflow to mark unsubscribers as non-marketing, initially I fed them in through an active list but even though they all successfully got through the workflow they are all still labeled "Marketing". Am I missing something here? read more
Accepted solution
Hall of Famer | Partner
October 18, 2024 15:37
Hi @jdv123 , Setting contacts as non-marketing contacts only takes effect at the very beginning of the next month. These contacts are now sche...read more
Solved
LangMagic on October 03, 2024
Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more
0 upvote
11 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 10:52
@LangMagic yes, you can create lists and reuse them within other lists, either excluding or including them. When you add a new list filter, simply ...read more
Solved
Keith5 on September 05, 2024
I am looking to set up workflows, to assign new leads to our sales team based on time of day, to cover the different shifts. I already have three workflows set up to run at specific times of day: Morning - leads that came in from midnight to 9am read more
0 upvote
2 Replies
Accepted solution
Participant
September 06, 2024 00:57
Hi @Keith5 Here is detailed steps. Please have a look Create a custom property in HubSpot under Settings > Properties ; name it "Workflow E...read more
Solved
MaryBatchelder on September 05, 2024
Hi, I'm currently working on a lead scoring model using the lead scoring beta and noticed there seems to be no way to subtract points from a score like you could with the older calculated score types under properties? I'm trying to build a contac read more
1 upvote
1 Reply
Accepted solution
Participant
September 05, 2024 13:59
Hi @MaryBatchelder , You’re right that the new lead scoring beta in HubSpot doesn't allow direct subtraction of points like the older model. Your...read more
Solved
HHoward on August 27, 2024
I have about 14K marketing contacts that are not very engaged and they are pushing up our total marketing contacts. To help with this I would like to split these marketing contacts into List A (7K) and List B (7K) and set them as non-marketing conta read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
August 28, 2024 00:25
Hi @HHoward , Ideally, you would do this with a scheduled workflow that runs yearly on Jan 1: https://knowledge.hubspot.com/workflows/set-you...read more
Solved
ERhine on August 22, 2024
Hello! I am needing to import a list of Contacts, some of which will be the same person. However, the fields for that same person will be different. Here's an example of a record that is the same person, with the same email BUT they have d read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
August 22, 2024 12:04
Hi @ERhine , This is unfortunately not possible. The email address is the unique identifier in HubSpot and there cannot be two contacts with t...read more
Solved
theDMM on August 08, 2024
The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches. It only ensures an overall 50/50 split across 1,000 enrollments. Additionally, it's difficult to track the exact number of read more
Accepted solution
Hall of Famer
August 17, 2024 11:12
@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the featur...read more
Solved
NoTechSupport on July 24, 2024
No matter how many emails subscribe to my newsletter form my Contacts page only shows 3 records, literally every single day it's a new unbearably and unbelievably insufferable issue with this platform, just genuinely absolutely f***ing unbelievable read more
Accepted solution
Key Advisor
July 25, 2024 00:58
Hi @NoTechSupport This is indeed a simple form setting called "Always create contact for new email address" which you need to activate in yo...read more
Solved
zhikai93 on June 24, 2024
Hi, I exported my contact list to XLS file in order to update and remove duplicate contacts and fake email addresses. Now I want to import the updated XLS file into Hubspot. How do I go about this? 1. Do I just import the file into Hubspot and the read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 24, 2024 03:29
Hi @zhikai93 , HubSpot imports cannot remove records, they will only create new records and update records. By importing, you wouldn't be able...read more
Solved
DMacdonald14 on June 03, 2024
I currently have a workflow running that is copying a contact property over to a company property. It is working as designed, however, I'm struggling with backfilling historical information on companies where multiple contacts associated. Here's t read more
Accepted solution
Hall of Famer | Partner
June 04, 2024 00:12
Hi @DMacdonald14 , If you create a company based workflow and copy from contact to company, you can specify to copy the value from the conta...read more
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