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Lists, Lead Scoring & Workflows

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Solved
Felipe-CS on September 23, 2022
Copy Deal Stage to a Contact Property
Hello, My marketing team has suggested having a contact property that receives the Deal Stage, so they can export and analyze data without having to worry about associating deals and contacts. They would rather just export the contact database a read more
Reply Marketing Workaround Workflows
0 upvote
3 Replies
Accepted Solution
deepikaverma
Top Contributor
September 24, 2022 10:43
Hi @Felipe-CS - It is not a good practice to get the values of the deal stage on contacts by copying it because of multiple associations betwee...read more
Solved
GAlonso on September 23, 2022
Scoring - Cumulative Points
Hi everyone, Just wanted to double check something; if in our scoring criteria stating "If visited URL contains XX" then +5 points. Would this be cumulative? Ideally we would like to add points per number of pages. Thanks all.
Reply Marketing Sales
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 23, 2022 06:34
Hi @GAlonso , Unfortunately not. If you want to count repeated visits, you have to add those as separate, additional criteria and use the "Ref...read more
Solved
MCross7 on September 22, 2022
Unenrolled because it was merged with another record
Good day, I'm not sure how to fix the issue of Unenrolled because it was merged with another record I have selected "YES" to "When two contacts are merged, should the newly created contact enroll..." Why did it unenroll my cus read more
Reply Marketing
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 22, 2022 02:56
Hi @MCross7 , Not out of the box, no. You would have to create a branch at the beginning of the workflow, checking whether a contact has alrea...read more
Solved
KRaun on August 31, 2022
Interest score vs. lead score
Has anyone set up a secondary scoring model in hubspot that measure your customers' interest? I'm looking to create an interest score to help customize the customer journey. So for example, if the customer is visiting webpages or clicking on emails read more
Reply Marketing
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 31, 2022 21:31
Hi @KRaun , Yes! Scores aren't limited to measuring how ready a contact is to talk to sales. They are a suitable tool for: measuring engag...read more
Solved
AprylHudson on June 29, 2022
Moving Lead Status to custom property
Oh I hope @karstenkoehler is around 😁 My issue is this: I have a person who has used Lead Status as a lead source type of property. We need to utilize Lead status for proper LCS management. So I'm moving Lead status data to a new custom read more
Reply Admin Marketing Workflows
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 29, 2022 23:29
Hi @AprylHudson , Ah, gotcha. These would be lost, yes, unless you import each historical value one by one. Would it be acceptable to lo...read more
Solved
derekperkins on June 07, 2022
Reference Object from Workflow in Email Template
Is there a way to reference the trigger object for a workflow in an email template? Here's a scenario: "Contact A" belongs to 2 companies - "Primary Company" and "Another Company". "Primary Company" is the primary company for "Contact A". A work read more
Reply Companies Marketing Marketing Email Templates Workflows
0 upvote
2 Replies
Accepted Solution
himanshurauthan
Recognized Expert | Diamond Partner
June 10, 2022 09:05
Hello @kvonloesecke and @derekperkins , Currently, we can only use the primary company token in the HubSpot Emails. Regards,
Solved
Daniel9 on May 29, 2022
Activate Workflow on Record Creation
Hello, I wish to ask how can I create a workflow which will be activated everytime a new contact record is being created? Kind regards, Daniel
Reply Marketing Workflows
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 29, 2022 03:52
Hi @Daniel9 , Entolling records when "Create date is known" will do the trick 🙂 Best regards!
Solved
Kashish_Garg on March 05, 2022
How to create an action based on email opened more than once in workflow?
Hi all, I need to send an email to a group after they have opened a marketing Email more than once. But I am not able to see this option in workflows. Is it doable? Please suggest.
Reply Marketing Workflows
1 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 24, 2022 21:21
Hi @Kashish_Garg and everyone, It's not possible to do this. While this information can be seen in the email analytics, it cannot be used in ...read more
Solved
Kashish_Garg on February 25, 2022
Active lists
How to create an active list of people who has filled specific properties on a specific form? So, there are the same properties used in many different forms. I want to create an active list of people who have filled some specific properties only read more
Reply Lists Marketing
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 25, 2022 22:14
Hi @Kashish_Garg , This is not possible directly. There aren't any list filters specifically for that. If you want to create such a list...read more
Solved
BFowler on February 07, 2022
Adding Date/Time Picker and Sending Text Messages 24 Hours Before Picker
Hi, Just got a question surrounding property creation and workflows for something we want to bring into the business's communication. Essentially we are looking to have an automated text message sent out to our customers surrounding their time and read more
Reply Marketing
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 07, 2022 22:13
Hi @BFowler , Currently, you would have to create another custom property with time of the day options (dropdown select for each hour of the d...read more
Solved
BCole1 on February 03, 2022
Delaying the delivery of an email if a contact has recently received one already
I seemed to have exhausted every workflow option I could come up with. What I am trying to do is to not have a single contact receive too many marketing emails within a certain period of time (1 per 2 days, etc). I'm aware of the send frequency lim read more
Reply Marketing
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 04, 2022 01:54
Hi @BCole1 , HubSpot doesn't offer an out-of-the-box solution here, but you could consider using the Last marketing email send date contact ...read more
Solved
lseppenwoolde on February 03, 2022
Workflow with
Hi, I'm currently working on a workflow, but I need some help. Customers can fill in one or more options on a form on our website. I want to connect each option to an email and other tasks in one workflow. For example: when they choose two optio read more
Reply How-To Marketing Sales Starter
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 04, 2022 01:40
Hi @lseppenwoolde , The solution seems a bit dumb: You would create one workflow for each option. Let's say you have a property with opt...read more
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