Lists, Lead Scoring & Workflows

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ASalerno5 le Février 23, 2024
Hi there! We set up a workflow when someone applies to be a part of our community. Once a contact has been "Accepted" it is supposed to trigger an email to me to manually add them to the community. For some reason the emails aren't coming throu Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 24, 2024 01:40
@ASalerno5 are you expecting the task from step 5 to be completed before the check on the SAL decision happens? If so, there is currently no delay ...Lire la suite
DHutchins le Février 15, 2024
We have a workflow that sends SMS reminders to contacts that have registered for our webinar. We have delays set up to send the reminders out 24 hours before, one hour before and 5 minutes before. We branch out contacts who have registered for Lire la suite
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Membre
Février 15, 2024 14:26
The conversion could have happened days prior though, and there's a possibility they might complete another form in that time. Also, I'm not seeing a...Lire la suite
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matt72 le Février 13, 2024
Hello, Do you happen to know if you can detect a user's device type while they are in a workflow? For example, if the user is on a mobile device, you want to send them a text message. If the user is on a desktop you want to send an email. T Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Février 14, 2024 00:22
Hi @matt72 , While you can request this in the HubSpot Ideas section of the community ( https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/H...Lire la suite
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SilvanaPSI le Février 12, 2024
Hi - Wondering if someone has any ideas on how to solve this. We sometimes find contacts enrolled into 2 or more nurture workflows at the same time. We started by using "Remove them from specific workflows" and adding all exclusions here, b Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 12, 2024 12:49
Hi @SilvanaPSI , I like to solve this by documenting on the contact record that the contact is being nurtured. This could be done in various w...Lire la suite
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esealpha le Février 02, 2024
I created a workflow that uses a multi-checkbox property with 5 different selections. My initial thought was that I could create the workflow with a Value Equals branch, and then have each branch create a task assigned to a specific person. So, if s Lire la suite
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Expert reconnu | Partenaire solutions Platinum
Février 02, 2024 14:06
Hi @esealpha , A couple of options. You could use create a workflow with a bunch of if/then branches as mentioned. I did this for a client rec...Lire la suite
cmccarron le Janvier 31, 2024
Hi, I've created an active list in HubSpot to track contacts associated with a specific campaign for reporting purposes. However, in my experience with HubSpot, and particularly in this case, the active list fails to update no matter how many tim Lire la suite
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Participant
Février 01, 2024 06:34
Hmm, strange they sent me here then I guess. Thanks
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ELam03 le Janvier 29, 2024
Hi there experts. I have a 20-email lead nurture workflow created for marketing contacts. After the completion of the workflow, if a contact hasn't converted to become a customer within 30 days, we want to set their status to become a non-market Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Janvier 29, 2024 01:03
Hi @ELam03 , I like to do this by creating a "Nurturing exited date" and use the "Set property value" action to log this date at the end of th...Lire la suite
MStach le Janvier 18, 2024
The ability to do more with the Hubspot Sales Meeting tool in workflows is very limited. For example, I want to set a marketing email and internal notification to go out two days before a meeting is booked. This can't be done in a workflow. It also Lire la suite
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Contributeur
Janvier 19, 2024 14:19
Hi @BérangèreL . Thank you for assisting with this. I looked at the two scenarios you provided and I don't think either help me. Let me try to expla...Lire la suite
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NBraden le Janvier 10, 2024
You set up access on contacts so users can only view ones owned by their team, and if you make a list then you can only see the contacts owned by your team in that, but if you use that list in an email it will send to all the contacts on it, includi Lire la suite
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Participant
Janvier 11, 2024 00:38
Hi @NBraden , So, instead of using a general list for email campaigns, you can create segmented lists based on ownership and other criteria. For...Lire la suite
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ILLYO le Décembre 21, 2023
Hi all, I'm trying to figure out how to create a dynamic list depending on how a prospect fills out our subscribe to newsletter form which takes a contact on an email nurture workflow depending on how they have responded e.g. they choose Job tit Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Décembre 22, 2023 00:26
Hi @samcconsulting , Is there a particular reason that you want active lists in the mix? Generally, when I'm able to avoid additional assets a...Lire la suite
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RYoungman le Décembre 19, 2023
I'm wanting to create a list of ALL of my conctacts in hubspot. That's all I need, don't need all the complicated filters, not looking for specific types of contacts, just all my contacts. I can make it active or static, that's not a problem. But Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Décembre 20, 2023 00:22
Hi @RYoungman , If you want a list of all contacts, navigate to Menu > Contacts > Lists > Create list > Active list >...Lire la suite
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BKoralagamage le Décembre 15, 2023
I would like to create a list that would give me registrants and attendees. Or to be able to download a report that shows me registratns and attendees for a particular event. Is this possbile? our integration is with GoTo webinars.
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 15, 2023 10:42
Hi @BKoralagamage , Yes, when you create a contact-list (Menu > Contacts > Lists), you should see filter options for GoToWebinar at the ...Lire la suite
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