Lists, Lead Scoring & Workflows

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CB144 on February 23, 2023
We're looking to create an active list based on a specific response to a single form-field in a lead generating form. To give you the real example for clarity: we are an event venue, and we currently have a form asking folks what type of event t read more
0 upvote
1 Reply
Hall of Famer | Partner
February 23, 2023 21:11
Hi @CB144 , This might come a bit as a surprise, but it's not possible to create a list of HubSpot and specify that a form field value must more
APhifer on February 06, 2023
I cannot seem to add ALL of my contacts to an email I want to send. Yes, I have created an active list with the filter "email known". It does not update. Anyone have a solve for this. I've been dealing with this for over a year now.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 06, 2023 10:11
Hi @APhifer , Can you confirm that you've create an active list? more
IMones on January 12, 2023
Hello! I have a marketing hub starter plan so I have limited access to automation. I want to send out an email with automation that adds people who click on a link to a list. This list will be used as a hot list for our outreach team to reach ou read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 12, 2023 21:39
Hi @IMones , Click data excludes unsubscribe or subscription preferences links, see here: more
dwightbailey on December 19, 2022
I want to create a simple workflow that sends a contact an introductory welcome email after they have completed a form for the very first time. This workflow needs to only enroll contacts that fill in a form and haven't been on our website before. read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 19, 2022 02:28
Hi @dwightbailey , Such a workflow could look like this: Let me know if you have any follow-up questions!
Guna1 on September 13, 2022
Hi! I have to clean HubSpot lists and update invalid email addresses. Let's say I have a list of Subscribers. I want to make sure there are no risky email addresses inside that list. I use Clearout to validate my Subscriber list and find read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
September 13, 2022 10:08
You have to export the records with the record ID and use that on the import as the identifier. That is the only way that Hubspot will know you are more
QVillanueva on September 07, 2022
Hello Team, Is there amyone can help me create a flow where in If there is ni activity on the ticket for couple of days, It will automatically close and send a feedback to the client, and If the feedback is below a certain score, It will re-ope read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 07, 2022 23:20
Hi @QVillanueva , Yes, these workflows could look like this. Ticket-based workflow: Feedback-based workflow: more
ZoeCohen on August 13, 2022
Hello! I'm new and muddling my way through. Appreciate the help in advance. 🙏 1. I have a web form that is flowing into my marketing contacts. I need these tagged (or categorized) as B2C, and also noted the form they came through. What's the bes read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 13, 2022 09:19
Hi @ZoeCohen , 1. Yes, you can pass contact property values with hidden form fields . You would create a custom property for the more
WSmith2 on July 28, 2022
Hi Everyone, I've imported two lists. When I look at imported lists they are showing, but when I go to add one of them to an email campaign, the option to use one of these lists does not exist. Any advice on why the list is not showing among read more
0 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
July 28, 2022 05:21
Hi @WSmith2 . When you're looking in the import tool, those aren't technically lists (yet). If you hover over the import and click "more," you can more
SHavrysh on June 12, 2022
Hi there. My question is regarding workflows: is it possible to get new deals created for already existing contacts? Up until now, when a new contact submits a form on our website, a new deal is created. But if the same contact submits another read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 14, 2022 23:07
Hi @SHavrysh , This is hard to troubleshoot from the outside and it seems like there are more things at play. This could be due to the fact more
JHamilton28 on June 08, 2022
Hello! I am attempting to remove a contact from a workflow in the contact record. When I press the unenroll, I receive the error "Error removing contact from workflow" The contact is set up in a simple workflow from a form fill. Has anyone had s read more
0 upvote
2 Replies
June 09, 2022 06:58
thanks for replying! I tried to complete it from incognito mode with the same error. I was able to determine that she is still in the workflow. For more
KHutton0 on May 13, 2022
I have a workflow built by a predecessor. The first step is Contact Enrollment Trigger > Form Submission > has filled out #gform_47 on Any page. But I need to know where this form resides. I know it is a Non-Hubspot form, but where did it come read more
0 upvote
7 Replies
Accepted Solution
Thought Leader | Partner
May 16, 2022 08:35
@KHutton0 when you edit the page, you should be able to find the code for the form. It will likely be in an embed code or in a rich text box using more
hokkonen on May 11, 2022
We are in b2b business and our monthly newsletter is sent to all the people who submit any of our inbound forms on our website (the forms can't be sent without consenting our email marketing). What happens when a person first unsubscribes our ma read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 11, 2022 22:03
Hi @hokkonen , When an unsubscribed contacts fills out a form, they will remain unsubscribed, regardless of the consent checkboxes they tick. more
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