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
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 @jdv123 in the traditional sense of how HubSpot’s page view filter works (by tracking views of web pages with HubSpot tracking code installed) ...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
I built out this workflow to mark unsubscribers as non-marketing, initially I fed them in through an active list but even though they all successfully got through the workflow they are all still labeled "Marketing". Am I missing something here? read more
Hi @jdv123 ,
Setting contacts as non-marketing contacts only takes effect at the very beginning of the next month. These contacts are now sche...read more
I am rolling out a global instance of HubSpot with 10 different marketing regions who will be working in HubSpot. I have a set of operational workflow folders that I would like to hide and only be visible to our operations team. I know you set p read more
Thank you @karstenkoehler , I came the same conclusion. I did set up permissions and built out access limitations, but unfortunately that doesn't in...read more
Hi Everyone, Our current lead score system scores a contact 2 points if they visit one of our product pages. The filter is set to "less than 90" days since we want the score only to be reflected if they visited within the last 90 days. Is read more
I have about 14K marketing contacts that are not very engaged and they are pushing up our total marketing contacts. To help with this I would like to split these marketing contacts into List A (7K) and List B (7K) and set them as non-marketing conta read more
Hi @HHoward ,
Ideally, you would do this with a scheduled workflow that runs yearly on Jan 1: https://knowledge.hubspot.com/workflows/set-you...read more
I want to ensure that every contact uploaded is enrolled in a workflow. We import contacts from various tables, and adding a property that triggers the workflow is not an option due to internal reasons.
Contacts are imported multiple time read more
Hi @RafaelCm ,
As far as I know, there is no way to identify whether a contact has been a member of a recent import. HubSpot support recently ...read more
Any suggestions on I can build a process where I set an action (rep notification, send an email, etc) based on an email click across many emails? I know it's doable when a specific email is identified in the workflow or when more than one specific e read more
Hi @RLaub ,
This is unfortunately not possible at this stage. As of now, there is no hack or workaround; one must select each individual email...read more