Lists, Lead Scoring & Workflows

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MDavenport13 on September 19, 2023
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e read more
Key Advisor
September 20, 2023 12:07
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are more
TomVW on September 15, 2023
Hello! My question is: If I want to create a workflow triggered by contacts clicking on a url on that email. How can I make sure that this email is sent to specific lists instead of all my contacts?
0 upvote
1 Reply
Thought Leader | Diamond Partner
September 15, 2023 15:06
Hi @TomVW you'll want to make sure that you start by creating lists based on your segmentation needs to make sure only the intended contacts more
CDugan2 on March 31, 2023
Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more
Accepted Solution
Key Advisor
April 01, 2023 12:53
Hi @CDugan2 It kinda depends on what the workflow is doing and what you are trying to do. Strictly speaking anything that converts a more
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
Thought Leader | Diamond Partner
September 15, 2022 18:04
Hi @ZChurney3 I would recommend the following if you have workflows, lists, etc. associated to the lead score. 1 - create a property more
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 12:15
Hi @MArango7 , I test workflows on myself. This can be done by adding an additional enrollment criterion "Email is any of [my email address]" more
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 04:40
Hi @lseppenwoolde , The solution seems a bit dumb: You would create one workflow for each option. Let's say you have a property with more
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 10, 2021 01:19
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 more
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 06, 2021 00:30
Hi @MSafra , There are multiple ways to approach this. The first option – switching the workflow off – I would not recommend . For more
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 08:29
Hi @Radwalhusiny , You can use your filters for the contacts who has : Visited your website Clicked some CTA on your website/ more
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 07:10
Thanks @sharonlicari Hi @rsklar First, you need to decide how do you want to utilize or segment the company size? If you're using 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 - used for phone and large orders) and Shopify (well c read more
0 upvote
1 Reply
Community Manager
April 05, 2021 10:56
Hello @ukhubspot It looks like you're looking to track contacts across multiple domains, but are not seeing this carryover, just to confirm is more
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 13:51
@MWelborn sorry, I misunderstood. I thought you only wanted them scored once inside of 90 days for any amount of downloads. If you want more
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