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Solved
THalfast on January 12, 2024
Hi there! I am not sure if this is the correct place to ask this question but....here goes. My team has asked me to look at a couple of data points to help refine their processes and I am trying to come up with the best way to accomplish what th read more
Accepted Solution
Most Valuable Member | Elite Partner
January 15, 2024 10:45
@THalfast would it be helpful to create this as a report and email the report weekly to the sales teams or sales folks? Custom report: Conta...read more
Solved
zacbadgley on January 10, 2024
We use the out-of-the-box lifecycle stages in HubSpot. I've noticed our sales team will often mark a single lead as "sales qualified lead" or "opportunity", but not all the leads. I would like to create a process that marks all leads an opportu read more
Accepted Solution
Hall of Famer | Partner
January 11, 2024 00:26
Hi @zacbadgley , You should be able to achieve this behavior with two steps: Make sure that under Settings > Objects > Contacts...read more
Solved
Angeles637 on December 20, 2023
Hello all, Anyone have some advice for tracking and re-engaging MQLs that did not convert to Opportunity but are still engaged? In our case, a lead will convert to lifecycle stage MQL when a score of 45 is reached. If they don't convert to Oppo read more
0 upvote
7 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
December 20, 2023 22:00
You're welcome @Angeles637 , thanks for the additional context, super helpful! I would create a workflow that triggers when an MQL is created ...read more
Solved
Trekker on December 15, 2023
Looking to use a global form on multiple webinar pages, then find registrants per webinar using "submitted global form on ____ page" to report it. But I can't find "Conversion Page" in list filtering, only on the contact record.
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
December 15, 2023 15:03
Hi @Trekker When you add your list filter for form submissions click this button: Then this button: Hope this helps!  ...read more
Solved
LKaczmarek1012 on November 13, 2023
Hello! We are soon going to migrate from ActiveCampaign to HubSpot and there are a few questions I have. 1. What happens to the automations that we have created in ActiveCampaign? Do Automations exst in Hubspot and can they just be migrate read more
Accepted Solution
Most Valuable Member | Elite Partner
November 30, 2023 15:57
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...read more
Solved
LSluyter on October 27, 2023
I just realized that somehow the former feature to include data tokens within the content of a internal E-mail message isn`t available any longer. We are using these internal messages to inform our colleagues about certain status updates. The tokens read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
October 27, 2023 08:55
Hi @LSluyter Can you share a screenshot of what you are seeing? Personalisation tokens are showing and working fine for me on internal ema...read more
Solved
pahy96 on August 24, 2023
After 6 years of learning and managing the ins and outs of Mailchimp, I'm now in a role that uses HubSpot as its CRM, which is awesome given the new toys I have at my disposal. That said, I can't seem to wrap my head around some marketing 101 thing read more
0 upvote
4 Replies
Accepted Solution
Guide | Platinum Partner
August 25, 2023 06:39
Hi @pahy96 Glad to hear you are happy to have HubSpot to play around with - it can do a lot more than MailChimp so hope you enjoy the journey! I...read more
KaKaRoT on August 03, 2023
Hi, I want to know if is there any way to include the website page URL in the workflow enrolment trigger. The website page is created in WordPress and uses the HubSpot form, so what enrollment trigger should I use in workflow to enroll conta read more
ZLT
Participant
March 18, 2024 13:53
Following up on this as well. Anyone manage to find a solution? Thank you!
Solved
janquast on May 30, 2023
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w read more
Accepted Solution
Top Contributor | Elite Partner
May 31, 2023 16:11
The route I would take is to add in negative criteria for inactivity, to @karstenkoehler 's point. If sales has interacted with the lead, I'd recom...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
KaKaRoT on March 21, 2023
Hello, I want to know if there is a way to create a list of contacts who have registered for the Zoom webinar. Can anyone please let me know what's the best way to do it? I want to know all registrants for each Zoom webinar. Thanks
1 upvote
7 Replies
Hall of Famer | Partner
June 23, 2023 08:48
Hi @KaKaRoT , Which Zoom link ("through the Zoom link") exactly are you referring to? Best regards
Solved
KaKaRoT on March 16, 2023
Hi All, I need help creating the list of contacts records (basically junk records) which we do not want to be synced with Salesforce as it is skewing the numbers in Salesforce reports. So basically in this list, I want to include all the con read more
Accepted Solution
Top Contributor | Diamond Partner
March 23, 2023 11:52
@KaKaRoT Create an Active List in HubSpot for everyone who does NOT meet these criteria. The filter would be on a single Active List using AND filt...read more
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