Lists, Lead Scoring & Workflows

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Solved
ZChurney3 on September 14, 2022
Hello everyone! So sorry to be blowing up these boards today! For those who have had to overhaul your existing Lead Scoring system, what would be the best way to go about updating historical data pertaining to property field values and scores en mas read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Partner
September 15, 2022 15:04
Hi @ZChurney3 I would recommend the following if you have workflows, lists, etc. associated to the lead score. 1 - create a property t...read more
Solved
MArango7 on June 02, 2022
Sorry for the very beginner question, but how do you test a workflow that enrolls contacts into another workflow, from beginning of workflow 1 to end of workflow 2? I have been able to test each of the two workflows separately. I don't know how to read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 02, 2022 09:15
Hi @MArango7 , I test workflows on myself. This can be done by adding an additional enrollment criterion "Email is any of [my email address]"....read more
Solved
lseppenwoolde on February 03, 2022
Hi, I'm currently working on a workflow, but I need some help. Customers can fill in one or more options on a form on our website. I want to connect each option to an email and other tasks in one workflow. For example: when they choose two optio read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 04, 2022 01:40
Hi @lseppenwoolde , The solution seems a bit dumb: You would create one workflow for each option. Let's say you have a property with opt...read more
Solved
JPeel on December 09, 2021
On our sales funnel, most common problem is that potential clients don't show up to sales meetings. So firstable we'd like to count how many times they don't show up before reps decide to close a deal. I am trying to build a counter for that but enc read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 09, 2021 22:19
Hi @JPeel , If you have workflows, you also have custom reports. That means we don't have to stamp any information, we can access this informa...read more
Solved
MSafra on December 04, 2021
Hi gang, i need to stop my clients from being able to register on my hubspot workspace. We are seasonal and finished for this season. How do I disallow new registrants without losing my workflow? We will be back at it next year. (seasonal no read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 05, 2021 21:30
Hi @MSafra , There are multiple ways to approach this. The first option – switching the workflow off – I would not recommend . For thos...read more
Solved
Radwalhusiny on September 15, 2021
Hi, I want to send welcome email to new subscribers, how can I choose them while sending?
Accepted Solution
Guide | Diamond Partner
September 15, 2021 05:29
Hi @Radwalhusiny , You can use your filters for the contacts who has : Visited your website Clicked some CTA on your website/landin...read more
Solved
rsklar on May 19, 2021
Hi all, I'm a Hubspot (and CRM) newbie. Our company has recently implemented Hubspot, but we are still in the process of ironing out the integration between SFDC and Hubspot. Our Sales ops manager has set up lead assignment rules in SFDC for read more
Accepted Solution
Key Advisor
May 20, 2021 04:10
Thanks @sharonlicari Hi @rsklar First, you need to decide how do you want to utilize or segment the company size? If you're using a...read more
ukhubspot on April 02, 2021
Hi All, We seem to be having issues identifying visitors across two different domains. Here's the scenario: 1) Orders are created both in our bespoke platform (well call this ourdomain.com - used for phone and large orders) and Shopify (well c read more
0 upvote
1 Reply
Community Manager
April 05, 2021 07:56
Hello @ukhubspot It looks like you're looking to track contacts across multiple domains, but are not seeing this carryover, just to confirm is t...read more
Solved
MWelborn on March 23, 2021
I'm struggling with lead scoring in that we want to be able to recycle leads/contacts and the limitations with Hubspot scoring seem to prevent this. Ideal scoring would be: - TOF Content download +2. (Multiple links this form can come from) - M read more
Accepted Solution
Key Advisor
March 25, 2021 10:51
@MWelborn sorry, I misunderstood. I thought you only wanted them scored once inside of 90 days for any amount of downloads. If you want them...read more
Solved
DLeriche on March 08, 2021
Hello, After several Sales team calls, we have realized that some contacts are not ready to buy. The sales send the contacts "back to nurturing" on the lead status and move their lifecycle stage to "lead" but how to decrease their scoring read more
0 upvote
3 Replies
Accepted Solution
Top Contributor
March 09, 2021 07:15
Hi @DLeriche -- and thanks for looping me into the conversation @TiphaineCuisset . While you can't reset the score, you can have negative po...read more
Solved
IsaGomezTorres on February 19, 2021
I know that Hubspot usually recognizes the domain in an email and can in some instances match it to existing companies in the CRM. However, I ran into a situation today in which a person from "company A" submitted a lead form on our site and we alre read more
1 upvote
3 Replies
Accepted Solution
Top Contributor | Platinum Partner
March 01, 2021 03:53
Hi @IsaGomezTorres I don't think there is any work around here. As you say Hubspot relies on the domain name to associate contacts to an exis...read more
jleow on January 14, 2021
In HubSpot, certain dates of change are automatically logged, such as the ‘Became a [lifecycle stage] date properties. This makes it easier to report on - for example, we can then look at the number of contacts that became MQLs or SQLs in a specifi read more
Community Manager
January 14, 2021 11:50
Welcome new Community users @JOByrne , @JMitchem @ABousley @ABoston , @AMcFarlane @ASon , @CReid , @DBrewster , @Elizabeth01 , ...read more
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