Hi. I am starting to migrate over to the lead scoring but wondering what some of the criteria options are and what are the differences. For example for forms whats the difference between Forms Submissions - Main vs Forms Submissions - Additiona read more
Hi @TTram ,
HubSpot hasn't disclosed a reason for the two different groups but I would assume they're handled slightly differently in the back...read more
I made a workflow to sent out a marketing template depending on if they had email, sms or both and then added the action to enroll in the auto reply workflow I built that triggers certain auto replies based on certain trigger words like "Help" but t read more
Hi @OJohnson777 ,
When someone replies to your SMS with “Help,” that reply might be coming after the system already checked for it. If your work...read more
I am working in Marketing Events attempting to upload leads from a recent conference. I prepared my import file and mapped all of the appropriate fields prior to uploading into Hubspot (adding the attended date to denote the time of our interaction) read more
@AHarring This is because you selected not to override the existing values. So, during the import process, the value in your import file was either...read more
Negative scoring is now availalbe but it seems like it's flawed. We have instances of the new lead scoring model 'clamping' Event or Fit scores to 0 when they should be a negative value. e.g. When using 'Combined' scoring, for the Fit score read more
Hi @MarkNorman ,
The best place for these kinds of requests would be the HubSpot Ideas section of the community. These regular user-to-user th...read more
Hi all, I'm working with a client who wants to build out an ongoing workflow to edit Lifecycle Stage based on changes to the contact's lead score. I've got the workflow built out, branching based on greater than/equal to values per lifecycle sta read more
Hi @Surgical_JMM ,
If you want this to apply to existing records, I'd recommend changing the trigger criteria to "When filter criteria is met"...read more
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, read more
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...read more
I have been playing with the new lead scoring system and was wondering if there is a way to do AND logic in the score criteria. For example Lead Source = Instagram AND Campaign is known. In the previous version it was allowed right in the criteria read more
Hey @NCondon22 , thank you for posting in our Community!
In the new lead scoring system, it looks like you can only apply "AND" logic throug...read more
Hi there! I am trying to create a list that contains all contacts who have interacted with a social media post (organic) in 2024. A social media filter doesn't seem to exist. Any suggestions? Ideally, I would like a complete list of contacts and read more
Hi @Linah4 ,
This does not exist, unfortunately – social media platforms do not disclose with integrations partners the email addresses of the...read more
Hey everyone, My company is about to migrate back to hubspot after about 1,5 years. We are currently looking for the best way to go about our lead management processes. We were inspired by the agent that is shown in the next LinkedIn video. (29) read more
Hey @TomM2 , Excuse me for the late response. At this moment I don't know yet. For sales navigator it is most likely to be the basics, possibly wit...read more
Here is how I imagined we would use lead scoring for channel attribution. We have a score field per marketing source channel (organic search, paid social, email, referral etc.). It would primarily be driven by UTM values. So contacts would have read more
Hey @BalintSipos ! And thanks for the tag @PamCotton
There's a good few options you have here, but they would require a lot of custom setup...read more
Is it possible to use the page view filter to capture contacts who visit a .pdf page? For example, if the page were www.google.com but when you click on a link, it opens up this link www.google.com/xyz/abc.pdf so I want to track those who have visit read more
Hey @SmartListGhost in the traditional sense of how HubSpot’s page view filter works (by tracking views of web pages with HubSpot tracking code ins...read more
I’m currently using the new (beta) Company Engagement Score in HubSpot to help identify relevant and engaged companies for targeted sales prospecting. This feature aggregates the engagement scores of associated contacts, which is helpful, but I woul read more
Hey @JasperL , thank you for posting in our Community!
The new Company Engagement Score is a great tool, and adding these data points would ...read more