Lists, Lead Scoring & Workflows

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解決済み
JOnwah 3月 21日, 2024
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga 続きを読む
1 いいね!
4 コメント
Accepted Solution
最優秀メンバー | Elite Partner
3月 25日, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...続きを読む
解決済み
NJ_001 2月 15日, 2024
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d 続きを読む
0 いいね!
2 コメント
Accepted Solution
トップ投稿者
2月 15日, 2024 17:43
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...続きを読む
解決済み
THalfast 1月 12日, 2024
Hi there! I am not sure if this is the correct place to ask this question but....here goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th 続きを読む
Accepted Solution
最優秀メンバー | Elite Partner
1月 15日, 2024 10:45
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks? Custom report: Conta...続きを読む
ddredger 12月 14日, 2023
Hey all, We recently migrated from Marketo to HubSpot, and creating a workflow that allowed contacts to re-enroll and receive date-based renewal emails each time they approached their subscription expiration date was particularly challenging (we 続きを読む
2 いいね!
5 コメント
参加者
3月 25日, 2024 17:55
Hey Daniel! Yes, since workflow enrollment is based on list membership, as long as the person's expire date updates and they meet all the criteria to...続きを読む
解決済み
LKaczmarek1012 11月 13日, 2023
Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate 続きを読む
Accepted Solution
最優秀メンバー | Elite Partner
11月 30日, 2023 15:57
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...続きを読む
解決済み
FannyL 10月 12日, 2023
Hello, I have set up a workflow, based on contact, to notify different teams of new submissions in my web contact form. I would like to add a branch: - if hubspot_owner_id is known -> send to hubspot_owner_id - if hubspot_owner_id unknown -> 続きを読む
1 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
10月 12日, 2023 12:36
Hi @FannyL , If understood you correctly you want to: notify the owner when the owner is known notify the team when the owner is unknown...続きを読む
解決済み
FannyL 10月 02日, 2023
Good morning, I would like to be able to configure the sending of form submissions to different teams based on the answers entered in this form. I tried with a workflow, but I don't know how to include the content of the form submission in the inter 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
10月 02日, 2023 05:08
Hi @FannyL , I shared this in a previous post: https://community.hubspot.com/t5/Lead-Capture-Tools/Customizing-From-Submission-Notification-E...続きを読む
解決済み
IMcMahon9 9月 29日, 2023
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre 続きを読む
1 いいね!
3 コメント
Accepted Solution
ソートリーダー | Platinum Partner
10月 20日, 2023 12:04
Hey @IMcMahon9 hope you are doing well. So, as Jennifer said this is going to depend on how you 'd set up the enrollment criteria of the WF. ...続きを読む
解決済み
MDavenport13 9月 19日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
キーアドバイザー
9月 20日, 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 to...続きを読む
TomVW 9月 15日, 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 いいね!
1 コメント
最優秀メンバー | Elite Partner
9月 15日, 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 rece...続きを読む
解決済み
CDugan2 3月 31日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
キーアドバイザー
4月 01日, 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 conta...続きを読む
解決済み
ZChurney3 9月 14日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
最優秀メンバー | Elite Partner
9月 15日, 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 t...続きを読む
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