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Solved
SergioD on June 04, 2024
I was trained to change the status of a contact from "Marketing Qualified Lead" to Subscriber to keep the contact from receiving more emails from a workflow. We did that after a contact received an email and replied so they wouldn't get the 2nd emai read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
June 04, 2024 09:20
@SergioD the workflow is not looking at lifecycle stage at all as far as I can tell. Please make sure to specify the lifecycle stage subscriber in ...read more
Solved
drafeedie on May 18, 2024
We have a Contact > Deal Label that we used to track who referred us the deal. We associate the deal source with the custom lable "referred by." How can we run a list of deals and see any contacts with the 'referred by' label? The idea here i read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 18, 2024 08:42
@drafeedie lists in will only show each record once, not multiple times. If you're looking for contacts to appear more than once, you'd have ...read more
Solved
DougmBrockbank on December 29, 2023
I don't use Hubspot but want to know if it has information about a business, such as contacts, phone # and email? If so, what Hubspot plan provides that?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 30, 2023 01:45
Hi @DougmBrockbank , All HubSpot plans include HubSpot insights: https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records ...read more
Solved
McBainKD on July 12, 2023
Hey all, So I'm looking to create a re-engagement list for Contacts that might have not been contacted and slipped through the cracks. Ultimately the goal would either to be create a report that emails out to our Sales team on a monthly/weekly b read more
Accepted solution
Recognized Expert | Diamond Partner
July 12, 2023 11:46
Hi @McBainKD , You could create a custom number property that references deal counts for X pipeline and a workflow that increases that specifi...read more
Solved
CDugan2 on March 31, 2023
Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more
Accepted solution
Key Advisor
April 01, 2023 12:53
Hi @CDugan2 It kinda depends on what the workflow is doing and what you are trying to do. Strictly speaking anything that converts a conta...read more
07350 on December 30, 2022
Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. Not seeing the options to trigger the sequence under the list of Actions in a workflow.
0 upvote
2 Replies
Key Advisor
January 04, 2023 05:10
Hi @07350 This is only possible with an Enterprise subscription, see this KB article . What Hubspot subscription tier do you have? How ...read more
Solved
GAlonso on September 23, 2022
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.
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 23, 2022 09:34
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
NicoPlinke on August 12, 2022
Hi, In our company we have to funnels, one for Sales and one for Customer Success. Once a deal enters the free trial stage in sales, a workflow triggers to create a deal in the Customer Success funnel to set up the environment. The sales team quick read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Diamond Partner
August 12, 2022 04:32
Hi @NicoPlinke Do you mean the deal in the sales funnel moves forward from Free Trial very quickly? Is that automatic or manual? Does ...read more
Solved
lseppenwoolde on February 03, 2022
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 04, 2022 04:40
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
Solved
DaleThomas on October 25, 2021
Hi everyone! Hoping someone can help me out. I have a list I am trying to sync to Salesforce. This list is comprised of contacts that could be on several other lists. What I did was create a list called Sync to Salesforce with my criteria that s read more
0 upvote
5 Replies
Accepted solution
Key Advisor
October 27, 2021 19:28
Hi @DaleThomas I think your best option is instead of having your SalesForce Sync list include lists and exclude others (which includes people t...read more
Solved
HDanirwin on January 25, 2021
Hi Folks I'm trying to find a way to identify customers that opened or clicked on an email in the last week but haven't been called in the last week. Any suggestion on how to do this? Support keeps giving me wonky answers that don't actually read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 25, 2021 11:43
Hi @HDanirwin , You can create a list or filtered view using these default contact properties: Last marketing email send date is less t...read more
dougroberts on October 26, 2020
Hi All, I'm trying to create a workflow when a particular Activity occurs, but struggling to get the right enrollment trigger. Workflow Goal: As a Customer Service team I would like a Ticket to be automatically created when a customer leav read more
Contributor
November 23, 2020 17:13
Hi guys, Pretty awesome to see the variety of workflows being created with HubSpot! If you are open to exploring alternative solutions, chec...read more
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