Lists, Lead Scoring & Workflows

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JAcosta77 on December 06, 2022
I need to export all my deals with their contact information (or a list of contacts with their deal properties). I can export deal information and in a separate file, I can export a list of contacts but unfortunately I cannot merge them since there read more
0 upvote
1 Reply
Hall of Famer | Partner
December 06, 2022 14:06
Hi @JAcosta77 , With a Professional subscription, it's possible to create a cross-object report for contacts and deals and then export the rep...read more
NMacLean on December 06, 2022
Hello, As most of marketers I use the Hubspot score property to measure the quality of my leads. The score my leads get goes from 0 to +5000 pts and I consider each time a lead re-scores 1000 pts it is re-qualified by our marketing actions. In read more
0 upvote
1 Reply
Contributor
December 06, 2022 06:31
Hi - I understand what you'd like to do as I used to produce these types of monthly reports for an airline loyalty program to track migration up and ...read more
Solved
M_CD on December 01, 2022
Hi all, I'd like to make a list containing visitors who have visited two or more urls out of a list of individual urls. Who can help me with this?
1 upvote
1 Reply
Accepted Solution
Guide | Platinum Partner
December 01, 2022 04:14
Hey @M_CD , I assume you've tested this approach already to create a list: The other thing that I can think of is to create a sc...read more
Solved
JTurrell on November 30, 2022
Hi, I feel it would be good to be able to categorise Hubspot forms with tags or something similar that could then be chosen / applied through lists, workflows and lead scoring. As an example, we're interested to know if a contact has downloa read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 30, 2022 04:02
Hi @JTurrell , I agree, this would be a useful feature. You could submit this to the HubSpot Ideas section of the community: https://communit...read more
Solved
ISiingh on November 28, 2022
How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 21:41
Hi @ISiingh , This is unfortunately currently not possible. There aren't any out of the box capabilities for activity automation. HubSpot does...read more
wase90168 on November 25, 2022
Hi Hubspoters, I have just tried to enroll contacts to a workflow if they are enrolled in at least one of my e-mail-abonnements. Currently there are the three filter possibilities: Contact has opted into all of Contact has opted out of all of read more
0 upvote
2 Replies
Member
November 25, 2022 07:18
Hi @franksteiner79 , Thank you for your quick reply. The workflow was about mailing, but not about GDPR. I created it to make shure that all c...read more
Solved
Annikasn on November 24, 2022
In our case where a contact can have several deals, it would really help if there would be an option in the workflows triggers but also in the list filters that one could choose "All associated deals"... instead of the by default "Any associated dea read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 23:33
Hi @Annikasn , You could leverage a calculation property here: https://knowledge.hubspot.com/crm-setup/create-calculation-properties ...read more
LMillán on November 24, 2022
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
0 upvote
3 Replies
Top Contributor
November 24, 2022 20:52
Ideally your task owner and contact owner would be same.
Solved
Anicklow on November 23, 2022
Hello Hubspot community, We keep getting someone who creates email accounts that start with his name "michael" with 4 various numbers after that name. So there are rouphly 200 emails that are something like "micheal2438@gmail.com" but all of the read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 23, 2022 09:42
Hi @Anicklow , Have you tried this? If you have and it's not working, could you specify what exactly is not working? Bes...read more
EranRickman on November 23, 2022
Hello everyone, Since Apple's new privacy update, we know that we can't accurately track our numbers in terms of email openings. The new update works in a way that an Apple bot will automatically open every email for all Apple users – and theref read more
0 upvote
2 Replies
Participant
December 04, 2022 02:06
@TiphaineCuisset Thanks! Do have any good ideas?
Afd-mark on November 23, 2022
We like to use all URL's of a campaign in the lead scoring. Ofcourse you can copy all URL's seperately and set it in de LS. That's a takes a lot of time. Is there a way to get all the URL's of a campaign at once? If we can save the URL's in read more
Key Advisor | Diamond Partner
November 28, 2022 15:54
Thanks for the tag @TiphaineCuisset @Afd-mark Are you any common strings in all of the URLs for the campaign? For example, campaign.com/ prom...read more
Solved
CSawier on November 22, 2022
💡 Would be great to be able to combine both company and contact properties into a list. Currently this is not possible and you have to create custom company properties to bring contact properties into a company list. Surely this should be read more
0 upvote
1 Reply
Accepted Solution
Top Contributor
November 22, 2022 08:44
Hey @CSawier Maybe I'm not getting the full picture but what you describe is currently possible. Below is an example of a contact list and the...read more
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