Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
Jens_DE on April 23, 2025
Hi all, we’re trying to increment a counter every time a specific contact property is set — even if the value stays the same. The property is called “Lead Source Reason” and is populated through a small number of HubSpot forms and a Zapie read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 23, 2025 12:07
Hi @Jens_DE , If the value stays the same, HubSpot won't recognize the change. This can however be bypassed with a an additional field: Cr...read more
ktfritchen on April 15, 2025
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of read more
5 upvotes
2 Replies
Most Valuable Member | Diamond Partner
April 24, 2025 11:24
This is a great experience-share, @ktfritchen . When I initially started playing around with it, I didn't give much thought to pro vs. ent tiers as ...read more
Solved
MarkNorman on April 09, 2025
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
Accepted solution
Hall of Famer | Partner
April 10, 2025 00:23
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
SBradley94 on March 17, 2025
Hi HubSpot Community, My team and I have been working on a new AI-powered lead scoring solution specifically designed to address a common challenge: identifying and prioritizing high-potential leads based on your custom and evolving definitio read more
Member
March 18, 2025 18:17
Thanks Diana. 🙏
Solved
Surgical_JMM on March 17, 2025
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
Accepted solution
Hall of Famer | Partner
March 17, 2025 10:36
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
Solved
GHector0 on March 17, 2025
Hi, Any ideas if it is possible to create a list filter or workflow where the criteria is Form Name - Contains, rather than having to specify exact form names as filters? We are migrating over from Active Campaign and via tracking code, can read more
1 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
March 18, 2025 00:35
@GHector0 exactly, it will be overwritten – which is why I suggested to filter for "has ever contained".
Solved
Afd-mark on March 11, 2025
Hi, We now have to build the lead score in the new tool. I'm running into the issue that Professional Hub does not offer the same functionalities as the HubSpot Score property. Additionally, there is a maximum of 100 points , whereas I pre read more
0 upvote
3 Replies
Accepted solution
Contributor
April 16, 2025 11:36
@Afd-mark - Not sure if you're still working on this or not, but I just "finished" my first lead score (Professional user). Here's a link to some ...read more
Solved
MPitman on March 10, 2025
Hello, One of our products is an online library that a customer can buy access to. After each sale, the customer provides a list of staff email addresses for us to contact and enrol into the library. The library is hosted as a section of our read more
Accepted solution
Community Manager
March 10, 2025 16:44
Hey @MPitman ! If you plan to send them emails outside of marketing, then a sales sequence sounds like the best option. That said, I want to invit...read more
Solved
Keren404 on March 07, 2025
Hey All! I'm currently working on setting up a lead score using the new lead score features, but i've run into 2 major issues: 1. It seems there's no way to use chatbot engagements as a criteria? This is very dtrange to me, and doesn't look lik read more
0 upvote
2 Replies
Accepted solution
Contributor | Elite Partner
March 07, 2025 10:16
Hi @Keren404 - You are correct, you cannot use chatbot engagement as criteria for the lead scoring tool and agree it's a missing feature. Overall, ...read more
Solved
Director2Go on February 28, 2025
Hello all, I have the Pipedrive marketplace app installed to sync Pipdrive with Hubspot data. The data integration is working sufficiently. I have it one way only - Pipedrive -> Hubspot. I am looking to create a workflow to trigger a new read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Gold Partner
March 04, 2025 19:15
You're welcome. Here are some other trigger options that may be useful, such as new contact in list. Or, you could consider watching the 'Recent Conv...read more
Solved
whistlerSign on February 27, 2025
Hello, We created a few custom Company properties for our contracted customers: Contract Sign Date, Contract Start Date, and Contract Expiration Date. Our contracts are, 99% of the time, either 12-month or 24-month contracts. How do I automatica read more
0 upvote
4 Replies
Accepted solution
Participant
February 27, 2025 12:18
Thank you for the reply. After digging a little more I ended up on this thread: https://community.hubspot.com/t5/CRM/How-can-I-calculate-a-date-fiel...read more
Solved
vickiemax on February 26, 2025
Hi Community! First time posting here and hoping to tap into the brain trust. I am trying to build a list of companies to use as the basis of a workflow. List membership is based on these criteria: 1. Company must be associated with at least on read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 27, 2025 00:07
Hi @vickiemax , This is a common request. For context, HubSpot's list filters always look for at least one associated record – there isn't a...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.