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Frieswijk en Enero 13, 2025
Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer Leer más
Solución Aceptada
Colaborador líder | Partner nivel Platinum
Enero 14, 2025 04:02
Hey @Frieswijk , I'd approach this in the simplest way - a multiple-select field called "Comms Type" with options of: - About To Develop New ...Leer más
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RBanola en Noviembre 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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 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...Leer más
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ASmet en Octubre 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 Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 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...Leer más
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jdv123 en Octubre 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? Leer más
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 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...Leer más
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LangMagic en Octubre 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) Leer más
0 Me gusta
11 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 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 ...Leer más
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Keith5 en Septiembre 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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Participante
Septiembre 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...Leer más
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MaryBatchelder en Septiembre 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 Leer más
1 Me gusta
1 Respuestas
Solución Aceptada
Participante
Septiembre 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...Leer más
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HHoward en Agosto 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 Leer más
0 Me gusta
4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Agosto 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...Leer más
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ERhine en Agosto 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 Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Agosto 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...Leer más
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theDMM en Agosto 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 Leer más
Solución Aceptada
Miembro del salón de la fama
Agosto 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...Leer más
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NoTechSupport en Julio 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 Leer más
Solución Aceptada
Asesor destacado
Julio 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...Leer más
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zhikai93 en Junio 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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 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...Leer más
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