Lists, Lead Scoring & Workflows

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Solved
timtprc on May 20, 2025
We would like to score our contacts and companies based on their associations with custom objects, however it seems only deals, tickets and notes can be added. For example we use the "Listing" object to capture how many listings each company h read more
0 upvote
2 Replies
Accepted solution
Participant
May 20, 2025 00:59
@karstenkoehler - thanks for the prompt reply! Okay sure I have created this idea " Lead Scoring on Custom Objects " that you can upvote and in t...read more
Solved
TTram on May 19, 2025
Hi. Maybe I am missing it, but is there a way to report on when a conatcts lead score changed in the new lead score model? I see you can see the lead score history on each contact record, but I dont want to go to into ech record to see when the read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 13:44
Hi @TTram , As far as I know, no, but this could be achieved with custom date properties and some simple workflows: Create date property "...read more
Solved
LCarroll00 on May 16, 2025
I have a workflow that is set to enroll when a playbook is logged to a deal. This workflow enrolled as planned on my tests, but never enrolled again after that (despite me knowing that playbooks have been logged to deals), until yesterday when one r read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 16, 2025 11:26
@LCarroll00 if you've tested by logging the exact playbook from the enrolment criteria and it's not working, then I'd recommend reaching out to sup...read more
Solved
LCarroll00 on May 14, 2025
I have a workflow that initally worked as expected, but started failing after the initial run of contacts went through. In summary, after a contact completes another workflow that creates a deal it is to be enrolled in my workflow to assign a propet read more
1 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2025 10:16
@LCarroll00 thank you – I just noticed that the second workflow enrolls records based on enrollment in the first, not completion of the first. In o...read more
Solved
LJohnson73 on May 14, 2025
I am trying to create an email workflow that will send customers who opened on of a specific suite of products an email every year on their anniversary. Whether working through lists or workflows, I can't seem to get it to send to JUST the customer read more
0 upvote
15 Replies
Accepted solution
Hall of Famer | Partner
May 14, 2025 12:21
@LJohnson73 when you select "Based on a schedule", you can select a date property. Just click into the "Date" selector, the sidebar will expand and...read more
Solved
KCowell1 on May 07, 2025
I currently have a new customer welcome email that triggers of a Deal (sfdc opp) being Won and enrolls the contact associated with the deal, to get the email. Is it possible to also somehow send the email to anyone at that Account, that is ass read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
May 07, 2025 14:13
@KCowell1 yes, as I mentioned in my previous reply: If you now want to limit this to certain roles, simply add another filter by clicking th...read more
Solved
HubSprocket on May 03, 2025
Hi HubSpot Mentors, I need your kind suggestion on a Workflow action. In a Workflow, I have added the "Delay until an event occurs" action which is maybe not set up correctly. The purpose of the action is the enrolled contact will wait for upto 3 read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 04, 2025 06:26
@HubSprocket yes, HubSpot support helps with questions around workflow behaviour (enrolment, branches, delays). It's included in paid subscriptions...read more
Solved
ParkerO on April 24, 2025
Hey guys, is there a way to restrict certain workflows from being edited? We'd love to lock a few crucial ones from being updated, but still have the team be able to create / edit other ones. Thanks! Parker
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 25, 2025 00:05
Hi @ParkerO , Yes, this is possible, see here: https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets#how-to-limi...read more
HNorsworthy on April 23, 2025
Is it possible to use a payment link being submitted as a workflow trigger??? I am not able to get my workflows to trigger properly with the payment links. I want to be able to send some automated emails amongst other things once a payment link is s read more
0 upvote
2 Replies
Participant
April 23, 2025 21:47
Yes but for some reason when I set that up, the payment link being submitted does not trigger the workflow.. does that exact setup work for you..? Wh...read more
marketinglcm on April 11, 2025
I would like to improve the analysis of my Google Ads campaign performance for the month of March by filtering specific transactions in the "Transactions" tab. My goal is to isolate the active deals that were created as a result of an interaction wi read more
0 upvote
3 Replies
Community Manager
April 17, 2025 16:26
Thanks for that additional context, @marketinglcm ! Have you tried creating a Deals list and using Contact based properties to filter that? Then y...read more
Solved
MarkNorman on April 09, 2025
Negative scoring is now availalbe but it seems like it's flawed. We have instances of the new lead scoring model 'clamping' Event or Fit scores to 0 when they should be a negative value. e.g. When using 'Combined' scoring, for the Fit score read more
Accepted solution
Hall of Famer | Partner
April 10, 2025 00:23
Hi @MarkNorman , The best place for these kinds of requests would be the HubSpot Ideas section of the community. These regular user-to-user th...read more
Solved
ssypolt on March 31, 2025
Is it possible to set up an automated re-enrollment workflow using only one workflow?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 31, 2025 14:29
Hi @ssypolt , It sounds like you're referring to more than regular re-enrollment but taking your question as it is, yes, re-enrollment can be ...read more
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