Lists, Lead Scoring & Workflows

Filtern nach
  • Alle Label
  • 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
Sortieren nach
Neuesten Beiträge
  • Neuesten Beiträge
  • Top Likes
Status
Alle
  • Alle
  • Gelöst
  • Ungelöst
  • Unbeantwortet
Gelöst
DougmBrockbank on Dezember 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 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
Dezember 30, 2023 01:45
Hi @DougmBrockbank , All HubSpot plans include HubSpot insights: https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records ...Beitrag ansehen
Gelöst
McBainKD on Juli 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 Beitrag ansehen
Accepted Solution
Trendsetter/-in | Platinum Partner
Juli 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...Beitrag ansehen
Gelöst
CDugan2 on März 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 Beitrag ansehen
Accepted Solution
Autorität
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...Beitrag ansehen
07350 on Dezember 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 Likes
2 Antworten
Autorität
Januar 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 ...Beitrag ansehen
Gelöst
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 Likes
1 Antwort
Accepted Solution
Berühmtheit | 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...Beitrag ansehen
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 Beitrag ansehen
Koryphäe | Diamond Partner
August 16, 2022 04:26
Hi @NicoPlinke Is there anything on the erollment tab of the workflow details for this specific deal?
Gelöst
lseppenwoolde on Februar 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 Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 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...Beitrag ansehen
PChalasani on Januar 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 Beitrag ansehen
Community-Manager/-in
Januar 14, 2022 13:23
Thank you for sharing @PChalasani !
AJohnson8 on Dezember 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 Beitrag ansehen
Gelöst
DaleThomas on Oktober 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 Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Autorität
Oktober 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...Beitrag ansehen
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 Beitrag ansehen
0 Likes
3 Antworten
Mitwirkender/Mitwirkende
August 16, 2021 10:47
@Omair_Izhar sounds great, please email me pchalasani@xaipient.com and we can follow up there
LizCoralli on Juni 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 Beitrag ansehen
Ratgeber/-in | Diamond Partner
Juni 21, 2021 05:46
Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...Beitrag ansehen
abbrechen
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

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