Lists, Lead Scoring & Workflows

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
KaKaRoT on March 20, 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
0 upvote
5 Replies
March 20, 2023 22:47
@karstenkoehler , sorry looks like I wasn't clear with my ask. Suppose any contact record does not exist in HubSpot and the user does the more
jmatlow on March 20, 2023
I have Marketing Hub pro. I used to be able to set up annually recurring, automated birthday workflows. When I selected the Birthdate custom property, it would give me an option to select "recur annually". Where did that option go? I can't se read more
0 upvote
3 Replies
Hall of Famer | Partner
March 20, 2023 22:05
Hi @jmatlow , It looks like you created a blank contact-based workflow, however you need to create contact-based > Contact date property more
Yeojmdc77 on March 20, 2023
Hi Hubspot Community, This is Joey, and I'm new here in the community. I have a question re Logic Filters when creating Workflow Enrolment Trigger. I noticed that most of the logic functions use is "And" and "Or". So what happens is, everytime I read more
0 upvote
1 Reply
Key Advisor
March 20, 2023 16:51
In your case I would probably build the workflow to do one of two things: 1. Build the workflow to look at all form submissions if you are more
CCoffman1 on March 20, 2023
Hi We have a custom object that is associated with a Contact called Applications. We would like to enroll any related Contacts in a Contact-based workflow based on the Application Pipeline Stage updates. Does anyone have a trick to do this? read more
0 upvote
0 Reply
inboundshop on March 20, 2023
Is there a way to have a workflow fire an email to an internal contact that contains the name and company name when a meeting is booked on a meeting link? The notification email doesn't contain this information, you have to click into hubspot via th read more
0 upvote
0 Reply
LDiPalma3 on March 17, 2023
Hi everyone! I have a problem. I would like the workflow to start when a meeting is scheduled either from the meeting tools or from the contact page. If the first one works, for the second one (I used Meeting Start time as property) I can't set read more
0 upvote
2 Replies
Accepted Solution
March 17, 2023 21:10
Hello! It sounds like you're looking to automate your workflow based on meeting scheduling, and you're having trouble setting a reminder message more
DKasabri on March 17, 2023
Need to be able to pull LINE ITEM data into an exisiting workflow for the email notices that go out when a new Deal is created. Currently when those email notices go out, the SKUs and quantity fields are blank. How do we get the line item data to e read more
0 upvote
1 Reply
Community Manager
March 20, 2023 01:44
Hi @DKasabri , Thank you for reaching out to the Community! It sounds like you are referring to line item personalization for deal more
JLacey9 on March 17, 2023
Hello, We set up a workflow to capture hard bounced contacts, and enrolled existing contacts upon activating the workflow: Contact Enrollment Criteria : Email Hard bounce Reason is known Action : Set Marketing Contact Status as Non-Market read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
March 17, 2023 09:17
If you turn on the option to allow re-enrollment you can select manual entry only and push them through via list after they are out. Or if you need more
JSage on March 16, 2023
Is there a way to make an active list from my Slack integration? I have the app added as well as the workspace I'm working with, but there aren't any options in the List filter for the Slack app.
0 upvote
3 Replies
Hall of Famer | Partner
March 17, 2023 07:27
Hi @JSage , As far as I know this is not possible. As a workaround, you could export your members and import them in HubSpot: more
SMacKenzie1 on March 16, 2023
I have a workflow to segment my audience in personas. trigger is " job title is known". if job title is know then i have branches for each of the personas: if title is x, persona property is y. when i first turned this on, i put every day at read more
0 upvote
3 Replies
Accepted Solution
March 17, 2023 06:30
Hi you are correct. the workflow was set up within certan hours. This morning I see that every contact went through the workflow as planned. thank more
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
Key Advisor
March 16, 2023 08:51
You cannot create an exclusion list if you are choosing to sync everyone to Salesforce. For the Salesforce integration you can instead create a more
RMorgan34 on March 16, 2023
Hello, We are building a workflow that people enter via form submissions. We were planning to schedule several emails for specific dates and times, but the form will remain open beyond the first few dates. If a contact were to submit a form afte read more
0 upvote
2 Replies
Thought Leader | Elite Partner
March 16, 2023 06:12
+1 for @Whathcock here. If you're building the date-based workflow, that's expected behavior. If you want them to defnitely get the first more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.