Lists, Lead Scoring & Workflows

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LCulver on May 28, 2024
We are trying to create a list of contacts within Hubspot who have created an account but have never had any contact, inbound or outbound. So, an listed contact in Hubspot created by the customer on our web portal, but whom we have never called, tex read more
0 upvote
3 Replies
Hall of Famer | Partner
May 28, 2024 11:21
@LCulver "Last contacted" does not take into account third-party communication like Sakari. " Last contacted: the last date and time a chat...read more
Adrian4444 on May 23, 2024
Hi, I want to setup the lead score and Ive watched a few youtube videos. Now I just realized that Iam missing the filter type "page view". I can use some sort of information regarding page visits but only through the filter type "contact properti read more
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2024 09:15
Hi @Adrian4444 , That's strange - for me that's showing up just fine between 'Imports' and 'Product properties'. The fastest way to an answer ...read more
Solved
KStAngel on May 17, 2024
Hubspot has all the information it needs to create contact lists of our customers that own a particular product, but currently it is not possible to create a contact list with just these customers. I can create a contact list with customers that read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
May 20, 2024 12:15
I see @KStAngel Have you tried the following: Create a list of deals that meet your criteria: Closed won and associated with product...read more
Solved
RHendricks on May 11, 2024
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Accepted Solution
Key Advisor
May 11, 2024 07:16
Hi @RHendricks Personally I have never seen lists being used to set a lifecycle stage, but rather to show which contacts have which lifecycl...read more
HDINYC on May 07, 2024
I'm trying to figure out why a few contacts aren't getting added to a report. One of the filters it has to match is "[property] has never been equal to any of [what it can't ever have been equal to]" when I test the contact against the filter i read more
0 upvote
1 Reply
Hall of Famer | Partner
May 08, 2024 00:01
Hi @HDINYC , Could you share a screenshot of the test? Which data sources are you pulling into the report, which one is the primary? Which dat...read more
Solved
JJPublic on May 07, 2024
I have a list of emails that come out of our application of users. That list is in a spreadsheet and is only email, nothing else. No names. I'd like to find a way to upload that as a list into Hubspot and have it match the records and append First n read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
May 07, 2024 17:02
When you upload a list into Hubspot it automatically checks for duplicates and merges/updates records before it creates new ones. On the import scree...read more
Solved
CFortin1 on April 24, 2024
WHAT! Lists now only let you view ONE PAGE. To see more pages you have to click Next. To anyone in UX that has worked, collaborated or talked to sales...these lists are a constant collaboration point on live calls. So if I'm in a call and sha read more
1 upvote
1 Reply
Accepted Solution
Community Manager
April 25, 2024 10:21
Hi @CFortin1 , Thank you for reaching out to the Community! I wanted to provide further clarification regarding the behavior you enco...read more
aplusclass on April 02, 2024
マーケティングEメールを活用して、より詳細なコンタクトリストを作成したいと思っています。 以下のような絞り込みをしたいと考えているのですが、可能でしょうか? 特定のマーケティングEメールを受信(ないしはこちらが送信)したクライアント 特定のマーケティングEメールを開封したコンタクト マーケティングEメールに添付したドキュメントやリンクをクリックしたコンタクト エンゲージメントの度合いによってコンタクトを絞り込む
0 upvote
0 Reply
Solved
rulpats on April 02, 2024
I wanted to filter a list based on Job Title. I need title containing 'IT' but the issue is it also takes contacts with titles - DigITal etc. What's the way to create this list? Thanks, Rahul
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 02, 2024 01:51
Hi @rulpats , Along with the "contains any of IT", you would have to include filters like "does not contain any of Digital" - it's not 100% ac...read more
lexnicole on April 01, 2024
I am attempting to migrate all of our Legacy CTAs that are used in lists, workflows, and emails. We have over 800 CTAs so I am trying to only migrate those that are necessary (the ones that will break workflows or lists). Is there a way to see read more
Participant
April 02, 2024 09:12
I know I can search by CTA name. Unfortunately, a lot of these CTAs were made years ago before I was at my company and there was not a consistent nam...read more
EFreyer on March 20, 2024
Hi, still new to HubSpot so I appreciate any advice. I'm trying to get information on contacts' website activity, say, generating a list of contacts who have visited a given page. I have found a number of community posts ( this one , for example read more
1 upvote
2 Replies
Participant
March 26, 2024 10:16
Thanks for your response. I understand I can filter for specific urls under "First page seen" and "Last page seen." The community post linked in my q...read more
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
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