Lists, Lead Scoring & Workflows

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JustinPerkinsC le Avril 16, 2024
How do you all feel about the UI tweak to smart lists in hubspot where they dont really give a good idea of pages any longer? You only see the current page you are on and the prev/next button. For me visually I no longer really have a go Lire la suite
2 Mentions J'aime
1 Réponse
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Avril 16, 2024 20:37
I noticed this too @JustinPerkinsC when I was trying to figure out how to reasonably gauge how many lists there were without too much thought, I sc...Lire la suite
NBraden le Avril 06, 2024
Hi all, I'm trying to create a workflow that sends a series of follow up emails when someone submits a form, and there are branches in the workflow that send contacts down different paths depending on if a specific link was clicked in one of the Lire la suite
0 Mention J'aime
4 Réponses
Participant
Avril 15, 2024 12:57
Hi, This is the route I ended up taking. Thanks for the help!
Résolues
BMelville le Avril 03, 2024
Does anyone know if it's possible to set up a workflow so it automatically turns off after a certain date? Example: we use automated workflows to add webinar registrants (via HubSpot form submission) to our zoom webinar events. After the webinar dat Lire la suite
0 Mention J'aime
2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 03, 2024 14:01
Hi @BMelville , Yes, this was introduced recently 🙂 https://knowledge.hubspot.com/workflows/turn-off-workflows#turn-off-a-workflow-automat...Lire la suite
BMelville le Avril 03, 2024
I've seen some similar threads on this topic but none that quite fit my situation. I am looking to set up workflows that will automated the process to update contacts as 'marketing' or as 'non-marketing.' Right now, I'm only looking at the following Lire la suite
0 Mention J'aime
1 Réponse
Au panthéon de la communauté | Partenaire solutions
Avril 03, 2024 13:57
Hi @BMelville , Here's what I'd suggest for you: Workflow 1: Set contacts to non-marketing Enroll contacts when: Marketing contact s...Lire la suite
Résolues
rulpats le Avril 02, 2024
I wanted to filter a list based on Job Title. I need title containing 'IT' but the issue is it also takes contacts with titles - DigITal etc. What's the way to create this list? Thanks, Rahul
0 Mention J'aime
1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 02, 2024 01:51
Hi @rulpats , Along with the "contains any of IT", you would have to include filters like "does not contain any of Digital" - it's not 100% ac...Lire la suite
ABishop8 le Avril 01, 2024
I'm hoping there is a way to use contact engagement and tie it to a company level for scoring. For example, I sent an email and when I was looking at the analytics I noticed several people from the same copany clicked on multiple links but none Lire la suite
0 Mention J'aime
1 Réponse
Contributeur de premier rang
Avril 01, 2024 17:20
In the past, I have built a dedicated [custom] score property on the company record and used that for this purpose. Here are some example criteria I...Lire la suite
Résolues
RKallok le Avril 01, 2024
Hi All, Kind of an odd question here. My Business Development person extracted a list of company names and sent them to me in email, asking me to pull the contact name/email for each company (about 500). Is there an easy way to possibly upload Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 01, 2024 14:41
Hi @RKallok , When you create a contact based list, you should be able to filter for company names in bulk by following this method: https://...Lire la suite
Résolues
RBertsch le Mars 25, 2024
We are looking to create a nurture workflow but the issue is the first email is only relevant if it's before a specific date. If the user enters the nurture workflow after a specific date we want to skip the 1st email and go directly to the next ema Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Contributeur de premier rang | Partenaire solutions
Mars 25, 2024 12:06
Hi @RBertsch , You could do this by creating a custom contact property called something like 'Date entered workflow X', which is populated by...Lire la suite
LBeeson le Mars 22, 2024
Hi We have a number of nurturing workflows running where emails are sent from contact owners. I've had a request to stop sending emails from a specific person whilst they're on leave next week. I wanted to check: What is the best way to do Lire la suite
0 Mention J'aime
1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 22, 2024 04:22
Hi @LBeeson , What exactly is the call-to-action in those emails? Booking a meeting, replying to an email, calling? HubSpot doesn't have...Lire la suite
Résolues
KSergieva11 le Mars 21, 2024
Hello all! I am trying to create a workflow that checks if the user that submitted a specific form is going to book a meeting after that (after the form submission it automatically redirects to the scheduling page). However, I can't find the rig Lire la suite
1 Mention J'aime
4 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2024 11:19
Hi @KSergieva11 , This can best be solved with a workflow delay until an event occurence: As you can see, this workflow would ...Lire la suite
Résolues
KKolodinsky le Mars 07, 2024
We have several workflows that operate on a rolling basis for which we want to track goal completions. For example, if a contact becomes a MQL we will nurture them and hopefully convert to a SQL. We have a goal set up to track if someone become Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Gestionnaire de communauté
Mars 08, 2024 05:01
Hi @KKolodinsky , Thank you for reaching out to the Community! After researching, it looks like there is no direct method for achievin...Lire la suite
Résolues
CJohnson60 le Mars 05, 2024
I have a custom object set up through an integration with Salesforce. The object is "Salesforce Campaign". Right now, the users added to that campagin in Salesforce are syncing to Hubspot perfectly! And I have set up an active list to use those asso Lire la suite
1 Mention J'aime
5 Réponses
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Mars 06, 2024 18:14
@CJohnson60 there's no easy way to do this, to do it with a workflow you'd need to use something like Associ8 - I would reach out to their team t...Lire la suite
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