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Lucas_Maciel on Abril 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number Leia mais
Participante
Abril 15, 2024 08:22
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a closer...Leia mais
Solucionado
pahy96 on Março 22, 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Top colaborador(a) | Parceiro
Março 22, 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...Leia mais
Solucionado
THalfast on Janeiro 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 Leia mais
1 avaliações positivas
4 Respostas
Accepted Solution
Participante de valor | Parceiro Elite
Janeiro 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...Leia mais
Solucionado
zacbadgley on Janeiro 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 Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Janeiro 11, 2024 00:26
Hi @zacbadgley , You should be able to achieve this behavior with two steps: Make sure that under Settings > Objects > Contacts...Leia mais
Solucionado
Angeles637 on Dezembro 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 Leia mais
0 avaliações positivas
7 Respostas
Accepted Solution
Participante de valor | Parceiro Elite
Dezembro 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 ...Leia mais
Solucionado
Trekker on Dezembro 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 avaliações positivas
1 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Diamante
Dezembro 15, 2023 15:03
Hi @Trekker When you add your list filter for form submissions click this button: Then this button: Hope this helps!  ...Leia mais
Solucionado
LKaczmarek1012 on Novembro 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 Leia mais
1 avaliações positivas
6 Respostas
Accepted Solution
Participante de valor | Parceiro Elite
Novembro 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 ...Leia mais
Solucionado
LSluyter on Outubro 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Conselheiro(a) de destaque
Outubro 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...Leia mais
Solucionado
pahy96 on Agosto 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Orientador(a) | Parceiro Platinum
Agosto 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...Leia mais
KaKaRoT on Agosto 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 Leia mais
0 avaliações positivas
7 Respostas
ZLT
Participante
Março 18, 2024 13:53
Following up on this as well. Anyone manage to find a solution? Thank you!
Solucionado
janquast on Maio 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Top colaborador(a) | Parceiro Elite
Maio 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...Leia mais
Solucionado
CDugan2 on Março 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 Leia mais
1 avaliações positivas
3 Respostas
Accepted Solution
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
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