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PLowe on May 16, 2023
Is it possible to create a list that has multiple levels of associations? For example, a Contact object has an association with a Company object. The Company object has a association with a Subscription (custom object). I am looking to retur read more
0 upvote
1 Reply
May 16, 2023 16:56
This is what I'm looking for. Based on the post, it sounds like it is still a wishlist item for HubSpot. more
NDruker on April 27, 2023
Please help! I am trying to upload a list for marketing purposes -- send out a follow-up email. However, I don't want to push it out to the CRM and have it assigned to each rep. Is there a way to do that? Thank you!
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 27, 2023 11:52
Hi @NDruker , Contacts can't be marketing email recipients without being CRM contact records at the same time. The tools are interconnected. more
LBrisita on April 20, 2023
Hi, I'm hoping to pre-populate the fields of a web form launching on my site. The form is custom built by my IT team to manage some complexities that HubSpot forms can't accomplish. Has anyone tried doing this?
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Platinum Partner
April 20, 2023 16:13
Hey @LBrisita , thanks for reaching out! As far as I know, the only way to pre-populate a form with data stored in HubSpot is to use a more
KaKaRoT on March 21, 2023
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
1 upvote
6 Replies
Guide | Platinum Partner
March 21, 2023 06:28
Hi @KaKaRoT Yes we can create an active list for registration of webinar by using this filter as mentioned below in screen short. more
KaKaRoT on March 16, 2023
Hi All, I need help creating the list of contacts records (basically junk records) which we do not want to be synced with Salesforce as it is skewing the numbers in Salesforce reports. So basically in this list, I want to include all the con read more
Accepted Solution
Top Contributor | Diamond Partner
March 23, 2023 11:52
@KaKaRoT Create an Active List in HubSpot for everyone who does NOT meet these criteria. The filter would be on a single Active List using AND more
fsanli on March 15, 2023
Hi, I created a list which automatically updates itself everyday. I also want my co-worker to receive this list every morning. Is there anyway to do this?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 15, 2023 04:56
Hi @fsanli , How exactly would you like your co-worker to receive the list exactly? Do you want to send a link to the HubSpot list? An Excel more
ComOps on March 09, 2023
Is there any way to check if someone is a member of any list with a name that contains [PROSPECTS]. Our sales staff create lists of prospects all the time, and I want to do leadscoring partly based on if someone is a member of one of these li read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
March 09, 2023 15:15
Hi @ComOps , as @karstenkoehler said, there's no way to do that. What I'd suggest is a slight change in your process whereby when your team more
Billseng on March 03, 2023
Hi- My company was hit by a bunch of spammers who created a bunch of fake accounts in WordPress. Most of these have the exact same first name and last name, like Andrewspoig and Andrewspoig. All of these are getting synched into HubSpot, so I was read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 04, 2023 02:22
Hi @Billseng , Natively, in HubSpot, this is not possible. List or workflow filters don't have any options for comparing two properties (with more
Karagadish on February 24, 2023
Is it possible to have a company list that finds companies with 2+ associoated deals in a particular pipeline? 🤔 Vs. the default option "Any associated Deal has all of:"
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 24, 2023 12:24
Hi @Karagadish , This requires a Professional subscription. If you have one, you would create a calculation property with the following more
sboerstler on January 30, 2023
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more
Accepted Solution
Top Contributor | Gold Partner
January 30, 2023 17:37
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task. You could create a more
jcworth on January 26, 2023
Hi All, Hoping someone has a better idea than I do to return a limited number of companies/contacts for lists or views. I'm looking to create top 100/250 customer lists, however at this stage I've simply had to sort by revenue and manually f read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 26, 2023 11:30
Hi @jcworth , A quick workaround would be using the company index page ( Menu > Contacts > Companies ), filter this index page to more
Otto2 on January 12, 2023
I'm facing the issue that after reaching out to contacts with my email outreach tool, sometimes new contacts are being created and added to the active hubspot list which in turn adds them to my email outreach tool. So my question is if there is read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 13, 2023 00:50
Hi @Otto2 , There isn't an out of the box feature for that, no. There are two ways to approach this that I see: You could create a more
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