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Lists, Lead Scoring & Workflows

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Solved
Mayuresh on January 24, 2026
Hi, I noticed an error in the lead scoring feature where it shows multiple event reasons even when the lead was scored for one event. Here's a small snippet of the same Here in the row where "+2" is added is only relevant to the "page visited" event read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 24, 2026 06:31
Hi @Mayuresh , It's hard to say what's going on without being able to cross-reference the actual contact activity and scoring criteria. If you...read more
CleverRandy on January 05, 2026
Outreach → HubSpot: Capturing Email Engagement for Lead & Account Scoring Hoping to sanity-check a use case and learn from others who’ve solved this. Use Case We’re trying to include Outreach email engagement (opens, clicks, replies, bo read more
Community Manager
January 20, 2026 10:05
Hi @CleverRandy , circling back on this after taking a closer look at the available documentation Right now, HubSpot can’t treat Outreach s...read more
Solved
NCondon22 on August 28, 2025
I am working on a lead score using the new model, and I cannot get the call events to properly score. I have tested in with very basic criteria. Call Ended - Call Outcome = Inbound. I am using a record that I know has a logged call that meets tha read more
0 upvote
1 Reply
Accepted solution
Recognized Expert
August 28, 2025 12:38
Hi @NCondon22 It is my understanding that call criteria for lead scoring are events based, so unless a call happened after you activef the s...read more
Solved
HubBubDotXYZ on July 23, 2025
I'm a software engineer by trade (25 years). If you were to ask me the best way to level up your game as a software engineer, I would tell you to go to some website like Loom.com and try to recreate the application. While this would not be a recipe read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 28, 2025 02:49
@HubBubDotXYZ I think the HubSpot Marketing Hub Software Certification does a good job of walking you through the potential touchpoints: https://a...read more
Solved
JussiJunikka on June 23, 2025
Hi all, We've synced Dynamics Data to HubSpot but they're only visible on contacts, deals or leads. We'd like to see these on Company view too. We used the "Microsoft Dynamics 365" app to import data to HubSpot and we've tried multiple setti read more
Accepted solution
June 23, 2025 15:53
Hi @JussiJunikka , HubSpot’s integration with Dynamics only syncs notes to objects like contacts or deals, not to companies (accounts) by default....read more
Solved
MColombo on April 10, 2025
Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t read more
2 upvotes
1 Reply
Accepted solution
Top Contributor | Platinum Partner
April 10, 2025 09:13
Right now, HubSpot doesn’t let you automatically associate a lead with a deal via workflows , even if they share the same company. Unfortunately, th...read more
Solved
MColombo on February 05, 2025
Good morning everyone, I have a question: I have more than one site hosted by Hubspot but at the moment you can use only one intent criteria at a time, I would like to know if there is a way to use the buyer intent section so as to quickly filte read more
Accepted solution
HubSpot Alumni
February 05, 2025 18:03
Hey @MColombo , thank you for posting in our Community! HubSpot’s Buyer Intent feature is primarily set up to work with one domain at a time...read more
Solved
MTham4 on January 30, 2025
I run a monthly newsletter that we deliver to four differnet audiences based on active lists. We have a workflow each month set up to distribute each newsletter to the correct audience with specific delay triggers in place. Is there a way to s read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
January 30, 2025 16:37
@MTham4 if you do the following, contacts should joy be receiving emails: Either turn off the workflow, replace the old emails with the new one...read more
Solved
NCondon22 on January 21, 2025
I have been playing with the new lead scoring system and was wondering if there is a way to do AND logic in the score criteria. For example Lead Source = Instagram AND Campaign is known. In the previous version it was allowed right in the criteria read more
0 upvote
2 Replies
Accepted solution
HubSpot Product Team
January 08, 2026 13:36
Hi @NCondon22 ! My name is Melody, and I'm the Product Manager for Lead Scoring. Thanks for your feedback on this! B oth Lead Scoring and Health S...read more
Solved
Linah4 on January 14, 2025
Hi there! I am trying to create a list that contains all contacts who have interacted with a social media post (organic) in 2024. A social media filter doesn't seem to exist. Any suggestions? Ideally, I would like a complete list of contacts and read more
Accepted solution
Hall of Famer | Partner
January 15, 2025 00:11
Hi @Linah4 , This does not exist, unfortunately – social media platforms do not disclose with integrations partners the email addresses of the...read more
Solved
Frieswijk on January 13, 2025
Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer read more
Accepted solution
Top Contributor | Elite Partner
January 14, 2025 04:02
Hey @Frieswijk , I'd approach this in the simplest way - a multiple-select field called "Comms Type" with options of: - About To Develop New ...read more
Solved
OnStationHG on December 05, 2024
When someone gets added into the Hubspot system for the 1st time and the workflow has already been running, this person gets all the emails at the same time that they are added to the system. How can I prevent this from happening?
0 upvote
4 Replies
Accepted solution
Recognized Expert | Diamond Partner
December 05, 2024 12:49
Hi @OnStationHG ., Based on your question I assume this could be a case where, when a new contact is added to a HubSpot workflow that triggers i...read more
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