Hi. So i have created this workflow to make the process of creating contacts faster. As of now, you only have to type in name, last name and email. Everything else gets passed down from the associated company. However, it seems that this info Leia mais
@MKoed you'll have to design the workflow as a company-based workflow then. The company-based workflow would trigger when:
Number of associated...Leia mais
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 Leia mais
Hey @Frieswijk ,
I'd approach this in the simplest way - a multiple-select field called "Comms Type" with options of: - About To Develop New ...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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? Leia mais
Hi @jdv123 ,
Setting contacts as non-marketing contacts only takes effect at the very beginning of the next month. These contacts are now sche...Leia mais
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) Leia mais
@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 ...Leia mais
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 Leia mais
Hi @Keith5 Here is detailed steps. Please have a look Create a custom property in HubSpot under Settings > Properties ; name it "Workflow E...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
Hi @HHoward ,
Ideally, you would do this with a scheduled workflow that runs yearly on Jan 1: https://knowledge.hubspot.com/workflows/set-you...Leia mais
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 Leia mais
Hi @ERhine ,
This is unfortunately not possible. The email address is the unique identifier in HubSpot and there cannot be two contacts with t...Leia mais
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 Leia mais
@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...Leia mais
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 Leia mais
Hi @NoTechSupport
This is indeed a simple form setting called "Always create contact for new email address" which you need to activate in yo...Leia mais