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解決済み
pahy96 3月 22日, 2024
I have a workflow set up where the trigger is "Hubspot score >= 100" with a myriad of filters added to it, particularly ones focused on workflow activity. Overall, I want to avoid contacts entering this workflow if they are already active in 続きを読む
0 いいね!
3 コメント
Accepted Solution
トップ投稿者 | Solutions Partner
3月 22日, 2024 08:45
Hi @pahy96 , The enrollment trigger and the refinement filter criteria work in tandem - they both need to be met in order for a record to enr...続きを読む
解決済み
THalfast 1月 12日, 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 続きを読む
Accepted Solution
最優秀メンバー | Elite Partner
1月 15日, 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...続きを読む
解決済み
zacbadgley 1月 10日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 11日, 2024 00:26
Hi @zacbadgley , You should be able to achieve this behavior with two steps: Make sure that under Settings > Objects > Contacts...続きを読む
解決済み
Angeles637 12月 20日, 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 続きを読む
0 いいね!
7 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
12月 20日, 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 ...続きを読む
解決済み
Trekker 12月 15日, 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 いいね!
1 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
12月 15日, 2023 15:03
Hi @Trekker When you add your list filter for form submissions click this button: Then this button: Hope this helps!  ...続きを読む
解決済み
LKaczmarek1012 11月 13日, 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 続きを読む
Accepted Solution
最優秀メンバー | Elite Partner
11月 30日, 2023 15:57
@LKaczmarek1012 when you have the ActiveCampaign integration installed, there should be a settings area where you have your property sync settings ...続きを読む
解決済み
LSluyter 10月 27日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
キーアドバイザー
10月 27日, 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...続きを読む
解決済み
pahy96 8月 24日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
ガイド役 | Platinum Partner
8月 25日, 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...続きを読む
KaKaRoT 8月 03日, 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 続きを読む
0 いいね!
7 コメント
ZLT
参加者
3月 18日, 2024 13:53
Following up on this as well. Anyone manage to find a solution? Thank you!
解決済み
janquast 5月 30日, 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 続きを読む
Accepted Solution
トップ投稿者 | Elite Partner
5月 31日, 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...続きを読む
解決済み
CDugan2 3月 31日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
キーアドバイザー
4月 01日, 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...続きを読む
KaKaRoT 3月 21日, 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 いいね!
7 コメント
殿堂入り | Solutions Partner
6月 23日, 2023 08:48
Hi @KaKaRoT , Which Zoom link ("through the Zoom link") exactly are you referring to? Best regards
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