Lists, Lead Scoring & Workflows

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MTham4 2月 17日, 2025
I'm running into a bit of a problem I'd love the community's help with. I have a pretty standard lead scoring model set up with thresholds that are intended to be activity triggers. I've set up a workflow to distribute contacts into their lead score 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
2月 18日, 2025 00:11
Hi @MTham4 , In addition to your list membership enrollment filter, add an "AND Prospect_Hubspot_Score_Threshold is known", then enable re-enr...続きを読む
IFarafonov 2月 17日, 2025
My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
2月 18日, 2025 03:25
Hi @IFarafonov , I hope that you are well! Thanks for asking the HubSpot Community! I'd like to share these resources that might be of interest:...続きを読む
MatthewF 2月 13日, 2025
Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev 続きを読む
0 いいね!
3 コメント
殿堂入り | Solutions Partner
2月 17日, 2025 00:18
@MatthewF neither, unfortunately. You could submit your own in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpo...続きを読む
CSlaughter3 2月 13日, 2025
Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workfl 続きを読む
0 いいね!
2 コメント
殿堂入り | Solutions Partner
2月 14日, 2025 00:14
Hi @CSlaughter3 , Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve thi...続きを読む
MarkoR 2月 13日, 2025
What have I done so far: 1. Created new property for a contact: T2024. Field type: Single checkbox (Yes or No) 2. Created Active list to include all contacts with property T2024 Yes. List filter: T2024 is any of Yes. I should have 3 contact 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
2月 13日, 2025 10:59
Hi @MarkoR , Can you please share a screenshot of the list filters? Lists take a moment to populate, how long ago did you create the list? ...続きを読む
解決済み
CLangenmaier5 2月 12日, 2025
Hi team, I created a workflow in Hubspot automations. It goes like this: The trigger is completing a form on our homepage, that sits in hubspot. The customer can choose to select from a checkbox menu, digital only, physical only 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 13日, 2025 00:05
Hi @CLangenmaier5 , If the form submission does not enroll the contact into the workflow, the first thing to check would be the enrollment cri...続きを読む
SamHarden 2月 12日, 2025
I am looking to gate some content onto our website. The process flow works that we have a form on a page, once submitted they go to the next page to view the content. I have added/embedded a CTA onto our wordpress site which when clicked will book t 続きを読む
0 いいね!
4 コメント
参加者
2月 13日, 2025 05:21
UPDATE: I have managed to get this to work. My IP was confusing the testing so after a few more rounds in incognito we have got it to work. Thank you...続きを読む
解決済み
acarbonneau 2月 12日, 2025
We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts.   I can't figure out how to create a list of those 400 contacts. I have tr 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 12日, 2025 09:42
@acarbonneau thanks for that context, I missed that. I think the record source detail filter is correct, but might this explain the behavior?...続きを読む
解決済み
AHand 2月 11日, 2025
I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 12日, 2025 00:23
Hi @AHand , Yes, there is an option to round-robin-rotate records, yes: https://knowledge.hubspot.com/records/how-to-set-a-record-owner#rotat...続きを読む
解決済み
Bashea 2月 11日, 2025
I changed criteria for workflow - so now like 100 people shouldn't be in the workflow. Question will they still get the emails since they are "in it" already - or since the criteria changed - when it goes to execute on say email #4 - it won't send b 続きを読む
0 いいね!
5 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 11日, 2025 09:54
@Bashea when you click into the enrollment criteria box, you can change to an "Unenrollment" tab in the left sidebar. If you can specify who exactl...続きを読む
fuzzmartin 2月 10日, 2025
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
2月 11日, 2025 05:41
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...続きを読む
解決済み
Caradcliff 2月 10日, 2025
Hello - We have a multiple forms that leads can fill out to receive a different gated e-books. I want leads who fill out that form to route to a nurture workflow that sends weekly newsletter emails (separated by industry). Unfortunately, you canno 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 10日, 2025 12:48
Hi @Caradcliff , @Caradcliff wrote: Unfortunately, you cannot route form submissions to a normal workflow, only a simple workflow - so I ...続きを読む
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