Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
MLatulippe on March 10, 2024
Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a lis read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 11, 2024 01:15
Hi @MLatulippe , The best option is indeed to add a step to your workflow that sets the value of a custom date property to the current date. H...read more
brannylin on March 05, 2024
Hi! Is there any way I can automatically convert a list from being active to static? I have active lists for attendees at events I hold, but would like them to become static after the event is over (when the event date has passed). Is there a read more
0 upvote
1 Reply
Hall of Famer | Partner
March 05, 2024 10:04
Hi @brannylin , If your question is whether lists can automatically convert to static after an "expiration date", then currently no, this is n...read more
KJavier on March 04, 2024
Is there a way to filter a static list OUT of an active list? I've been playing with it for a while but can't seem to figure it out.
0 upvote
2 Replies
Community Manager
March 05, 2024 05:43
Hi @KJavier , Thanks for reaching out to the Community! I believe the simplest approach would be to clone the list and convert it to ...read more
Solved
TBaltus on February 19, 2024
Hi, I am trying to find a way to add bigger group of contacts (20-100) to a static list which is not defined via a property (it is actually to update a property which is multiple choice). We have the record ids or emails of these groups, but cannot read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 11:45
@TBaltus if you have the email addresses, this approach should work 🙂 https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separa...read more
Solved
NJ_001 on February 15, 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 read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
February 15, 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...read more
Solved
EvaUR on February 05, 2024
I'm trying to create a list of all our contacts that have two primary companies assigned. I was hoping I'd be able to make a selection using the primary company field but that only seems to respond to the name of the company, and not the value of to read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
February 05, 2024 08:34
@EvaUR nice, that'll do. You'll create a calculation property (on the contact object) like the one shown below and then you can filter for it being...read more
ATaylor26 on February 01, 2024
I would like to create a workflow to email the following contacts: Contacts whose associated company don't have a deal. Why? Because it doesn't make sense for me to offer our solutions to contacts where we already have a deal with their read more
0 upvote
2 Replies
Member
February 01, 2024 10:53
Hi there, OK that worked. I was able to skip having to make the third list as in my workflow I just put List Membership "IS NOT MEMBER OF" second li...read more
LukasKay on January 30, 2024
Hi everyone, if I go to the performance tab in one of my lists, I can see the count of contacts in this list who engaged in the last 30 days (visited our website, opened an email, converted on a form, etc). Is there a way how I get data on read more
0 upvote
1 Reply
Key Advisor
January 30, 2024 03:44
Hi @LukasKay That depends on the filter criteria of your list. If these are contacts who "engaged in the last 30 days", then this will only ...read more
Solved
RReicker on January 25, 2024
Hi All, First time poster trying to get help making a list. I have spent time trying to create a list showing customers who have not received a Gift from our company. Going through "Lists" i have created a new static list with the following fil read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 25, 2024 09:58
Hi @RReicker , Whenever you're trying to find records that have not had any touchpoint with something, it's better (and as far as I know the o...read more
Solved
asiaferguson on January 24, 2024
Hello - I have a question regarding list numbers. I apologize in advance if it gets confusing. I have a client that has multiple segmented lists and one main list he sends marketing emails to regularly. He noticed when selecting all of the segmen read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
January 24, 2024 19:06
Hi @asiaferguson Here's what I would recommend to get to the bottom of it: Create an Active list with filters for: Is NOT on each of th...read more
Solved
JReynolds96 on January 17, 2024
Hello! I would like to create a list based on the following criteria: - contact completed/was enrolled at some point in a workflow - contact has a score x I used goals in workflow, but that unenrolled the contact. When creating a list, I can only read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 17, 2024 12:21
@JReynolds96 in that case you can use the "Contact has been enrolled" filter along with your score filter - that should be it!
Solved
stephanderson on January 10, 2024
We are going to start using Hubspot payments. I would like to create lists based on contacts who made payments via specific payment links. How do I accomplish this? Thanks!
0 upvote
1 Reply
Accepted Solution
Community Manager
January 10, 2024 16:42
Hi @stephanderson , Thanks for reaching out to the Community! You can create a contact-based list. Within the filters, naviga...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.