Lists, Lead Scoring & Workflows
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A HubSpot workflow is a powerful tool, but one thing that currently isn't possible is the ability to calculate a future date . Within the actions tool, we’re able to set a date property to a static date or the date of action. This isn’...Reply
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Hi, I want to send welcome email to new subscribers, how can I choose them while sending?Reply
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Objective: set lead scoring based on contact activity within past XX days. Example: Contact lead score increases by 10 for each marketing email opened. But, some contacts haven't opened an email in 6+ months. Don't want them to have the same sco...Reply
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Hi, For our contact us form, associated companies are created automatically for new contacts (I find this very helpful in most cases). Contacts that meet certain criteria (basically spam), are being added to a static list and we delete them man...Reply
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SolvedI am trying to make a report of the adds and drops of a single list. I currently have the create date and opt-out date for all contacts, but I need a way to see who has ever been a member of a specific list so I can put together the adds and drops f...Reply
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Hello, I'm Prasad, a Carnegie Mellon AI PhD. With two other CMU alums, we've developed a new AI-driven adaptive lead scoring and attribution solution that eliminates the need to set up rules. I'm looking for beta testers who are willing to test it ...Reply
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SolvedHi, my team is trying to get away from using Zapier as it hasn't been completely reliable. Is there a workflow option within Hubspot where a calendar invite can be sent to a new member in a list? I currently see that I can add the link to a cale...Reply
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SolvedI want to know if I am exporting details from active lists, how can it be automatically filled up as soon as the active list updates in real-time? Alternatively, how can I make sure that the contact details (of people scheduling a meeting with m...Reply
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SolvedI need to segment contacts into lists based on their interests so that I can send them only content they are likely to be interested in. I thought that one way to do this would be to create campaigns around particular interests and then add contact...Reply
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In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What ...Reply
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SolvedHey, Our company offers a number of different products and we get most revenue out of our existing customers. Therefore, it would be interesting to track existing customers' (or prospects') interest in each of these products (or groups of produ...Reply
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SolvedHi! I recently encountered an issue, hoping that there is a solution I could not yet find. When setting up the Hubspot Score property, I would like to give X points to people who are a member of any of the given lists. (They attended any o...Reply
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SolvedI'm struggling with lead scoring in that we want to be able to recycle leads/contacts and the limitations with Hubspot scoring seem to prevent this. Ideal scoring would be: - TOF Content download +2. (Multiple links this form can come from) - M...Reply
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