Lists, Lead Scoring & Workflows

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LAguilar8 on March 24, 2025
Hello! Does anybody know if there's a way to post on a LinkedIn Group via HubSpot workflows? Of course, this is for time-saving purposes. In the HubSpot workflows settings there's no such an option, but has anyone tried using an additional read more
0 upvote
0 Reply
GMurray65 on March 24, 2025
Add the functionalisty to filter marketing emails on Business Unt when creating lists. We have a number of Business Units and ideally would like to create engaged/unengaged lists based off interactions with emails. Currently it isnt possible to read more
0 upvote
2 Replies
Participant
March 24, 2025 11:15
Thanks Karsten! An honor to recieve a reply form a prolific poster like yourself 😄
nbrown on March 21, 2025
New way to ask the question - In a marketing email workflow, I want any marketing email in the workflow to delay for 2 days for any contact that a sales team member has reached out to in the last three days. Example - I don't want an automated emai read more
0 upvote
1 Reply
Community Manager
March 24, 2025 04:53
Hi @nbrown , I hope that you are well! Great question, thanks for asking the HubSpot Community! These articles might be of interest to you @nb...read more
Solved
HVouti on March 21, 2025
Hi, Yesterday I was building lists for a client and we wanted the end results to be a list of Contacts on certain Companies that don't have open deals who we can then enrol to a sequence. We started to build a list with this logic to get th read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 21, 2025 03:18
Hi @HVouti , The "is none of" filter in HubSpot can be misleading. It's not checking whether there are no associated deals matching the criter...read more
Solved
RPetrovsky on March 20, 2025
I have a simple workflow that I cannot get to work. It is when a contact submits an inquiry to our website it creates a form. If we do not respond in 24 hours, I want it to send a reminder email to our team. I cannot get it to work. What am I mis read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 20, 2025 10:35
Hi @RPetrovsky , Are you responding through the HubSpot CRM? If so, here's what I would do: Enroll based on form submission Delay for 24...read more
Solved
spl24 on March 19, 2025
Hi! We're starting an email marketing campaign, and set up a drip for engaged contacts. For example: Marketing Email 1 is sent out (regular email) A contact clicks link in the email Contact receives 2nd marketing email (automated) in drip read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 20, 2025 01:06
Hi @spl24 , Correct, unsent regular emails cannot be used as triggers. Other users have requested this before: https://community.hubspot.com/...read more
Solved
nbrown on March 19, 2025
Is there a way in an email campaign workflow to not have an email to a contact delayed (for say three days) if that contact was sent a sales email in last two days?
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
March 20, 2025 01:16
Hi @nbrown , Sure, using and AND/OR branch: Best regards
SBradley94 on March 17, 2025
Hi HubSpot Community, My team and I have been working on a new AI-powered lead scoring solution specifically designed to address a common challenge: identifying and prioritizing high-potential leads based on your custom and evolving definitio read more
Member
March 18, 2025 18:17
Thanks Diana. 🙏
JMeyer98 on March 17, 2025
Our company does live or virtual presentations (like 4-5 a month) where we create a specific landing page for lead capture PER event for attendees to receive free resources from our company (PDFs, tools, spreadsheets etc.). Per each event we create read more
Member | Gold Partner
March 18, 2025 09:02
Hi @JMeyer98 , You can follow these steps for reducing the clutter, Use Marketing Emails Instead of Separate Automated Emails If the onl...read more
WinnieM on March 17, 2025
Hi! I'm new and learning about HubSpot and in the process of building some workflows. I tried out the Simple Workflows but its not meeting what we want to do. Can someone help or guide me to how I can achieve this? Contact is sent Email 1. If read more
1 upvote
1 Reply
Community Manager
March 18, 2025 03:01
Hi @WinnieM and welcome, we are so glad to have you here! Great question, thanks for asking the HubSpot Community! I have found for you these r...read more
Solved
Surgical_JMM on March 17, 2025
Hi all, I'm working with a client who wants to build out an ongoing workflow to edit Lifecycle Stage based on changes to the contact's lead score. I've got the workflow built out, branching based on greater than/equal to values per lifecycle sta read more
Accepted solution
Hall of Famer | Partner
March 17, 2025 10:36
Hi @Surgical_JMM , If you want this to apply to existing records, I'd recommend changing the trigger criteria to "When filter criteria is met"...read more
Solved
GHector0 on March 17, 2025
Hi, Any ideas if it is possible to create a list filter or workflow where the criteria is Form Name - Contains, rather than having to specify exact form names as filters? We are migrating over from Active Campaign and via tracking code, can read more
1 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
March 18, 2025 00:35
@GHector0 exactly, it will be overwritten – which is why I suggested to filter for "has ever contained".
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