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Lists, Lead Scoring & Workflows

Pesquise soluções em Lists, Lead Scoring & Workflows ou faça uma pergunta

Solucionado

DougmBrockbank on Dezembro 29, 2023

Does hubspot contain leads?

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?

Responder Sales

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3 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Dezembro 30, 2023 01:45

Hi @DougmBrockbank , All HubSpot plans include HubSpot insights: https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records ...Leia mais

Solucionado

McBainKD on Julho 12, 2023

Creating a list of uncontacted Contacts for re-engagement by our Sales team?

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 Leia mais

Responder Contacts Lists Professional Sales Workflows

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1 Respostas

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Josh

Especialista reconhecido(a) | Parceiro Platinum

Julho 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...Leia mais

Solucionado

CDugan2 on Março 31, 2023

If/then workflow branch depending on if prospect is net/new or existing?

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 Leia mais

Responder Admin best practices How-To Marketing Sales Workflows

1 avaliações positivas

3 Respostas

Accepted Solution

franksteiner79

Conselheiro(a) de destaque

Abril 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...Leia mais

07350 on Dezembro 30, 2022

Trigger Sequence through a Workflow

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.

Responder Sales

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2 Respostas

franksteiner79

Conselheiro(a) de destaque

Janeiro 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 ...Leia mais

Solucionado

GAlonso on Setembro 23, 2022

Scoring - Cumulative Points

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.

Responder Marketing Sales

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1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 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...Leia mais

NicoPlinke on Agosto 12, 2022

Workflow to create Customer Success deal upon entering a sales stage not working

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 Leia mais

Responder Deals Professional Sales Workflows

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3 Respostas

Phil_Vallender

Participante de valor | Parceiro Diamante

Agosto 16, 2022 04:26

Hi @NicoPlinke Is there anything on the erollment tab of the workflow details for this specific deal?

Solucionado

lseppenwoolde on Fevereiro 03, 2022

Workflow with

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 Leia mais

Responder How-To Marketing Sales Starter

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karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 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...Leia mais

PChalasani on Janeiro 13, 2022

It's 2022, it is time to use AI instead of scoring rules :)

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 Leia mais

Responder Analytics Tools Announcement Marketing Professional Sales

1 avaliações positivas

1 Respostas

MiaSrebrnjak

Gerente da Comunidade

Janeiro 14, 2022 13:23

Thank you for sharing @PChalasani !

AJohnson8 on Dezembro 01, 2021

Madison HUG | How to Automate Tedious Sales Processes Using HubSpot | Dec 21 @ 1PM (CST), 2PM (EST)

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 Leia mais

Responder best practices Marketing Sales Starter Workflows

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Solucionado

DaleThomas on Outubro 25, 2021

List Exclusion to Salesforce Sync

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 Leia mais

Responder Lists Sales

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5 Respostas

Accepted Solution

StefaniUAT

Conselheiro(a) de destaque

Outubro 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...Leia mais

PChalasani on Agosto 07, 2021

AI-powered marketing intelligence app

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 Leia mais

Responder Announcement Marketing Sales

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3 Respostas

PChalasani

Colaborador(a)

Agosto 16, 2021 10:47

@Omair_Izhar sounds great, please email me pchalasani@xaipient.com and we can follow up there

LizCoralli on Junho 09, 2021

Attributes of a well built lead handoff process

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 Leia mais

Responder Admin best practices Contacts CRM Deals Marketing Notifications Sales Tasks Workflows

4 avaliações positivas

1 Respostas

webdew

Orientador(a) | Parceiro Diamante

Junho 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...Leia mais

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