Lists, Lead Scoring & Workflows

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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.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 23, 2022 06:34
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
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
Most Valuable Member | Elite Partner
August 16, 2022 01:26
Hi @NicoPlinke Is there anything on the erollment tab of the workflow details for this specific deal?
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 01:40
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
PChalasani on January 13, 2022
For larger B2B HubSpot users with > 10,000 prospect-accounts in their system, it is hard to glean insights from all this data: Which leads (accounts) to prioritize? Which campaigns and events are effective? Which prospects to reach out to, befo read more
Community Manager
January 14, 2022 10:23
Thank you for sharing @PChalasani !
AJohnson8 on December 01, 2021
Madison HUG | How to Automate Tedious Sales Processes Using HubSpot Tuesday, December 21st | 1:00 PM (CST), 2:00 PM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Madison HUG led b 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 16:28
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
PChalasani on August 07, 2021
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 read more
0 upvote
3 Replies
Contributor
August 16, 2021 07:47
@Omair_Izhar sounds great, please email me pchalasani@xaipient.com and we can follow up there
LizCoralli on June 09, 2021
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 read more
Guide | Diamond Partner
June 21, 2021 02:46
Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...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 08:43
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 14:13
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
voke on October 16, 2020
I created a workflow where any contact that receives a "Confirmation Date" in their associated deal will have a task created 30 days before the assigned confirmation date. For example, Customer A has a confirmation date of December 21st, 2020. So 3 read more
0 upvote
1 Reply
Community Manager
October 19, 2020 02:31
Hi @voke Thank you for reaching out, and for the explanation & screenshots. Do you have the filter "Confirmation Date is known" in your ...read more
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