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  • TRichards on November 30, 2021
    0 upvotes
    2 Replies
    Has this ever happened to you? You set up a Workflow, starting with an Active or Static list. Before each subsequent email you do "if contacts are in X list" they don't get the next one. X list is a growing list of purchasers. Usually you e...
    Reply
    Participant
    December 01, 2021 07:16
    Karsten, Here are a couple of screenshots. The additional people get added at the last steps, where I have a function to remove/suppress some. B...
  • Osnovyanenko on November 30, 2021
    0 upvotes
    0 Replies
    Hello! I've created a HubSpot form for my colleagues. The idea is to fill in a form about a company we work with. So all form fields are made of company properties. This form then goes to our SMM specialist to make a post. By completing ...
    Reply
  • MarianaOZ on November 29, 2021
    0 upvotes
    1 Replies
    Dear Community - Can anyone help me with a tip on how to delete, extract or unselect a contact from a List that will be not deleted from ALL Contacts?
    Reply
    Hall of Famer
    November 29, 2021 22:03
    Hi @MarianaOZ , You can find the instructions on removing contacts from a list here: https://knowledge.hubspot.com/lists/add-or-remove-contac...
  • RémyRecright on November 29, 2021
    1 upvotes
    2 Replies
    Hi everyone, I am a bit in-between regarding the setup of my Hubspot Score for lead scoring. We just released our new website in 3 different languages: English, Finnish and Swedish. Our Hubspot Score is being used as our primary lead scoring tool, ...
    Reply
    Guide | Diamond Partner
    November 29, 2021 05:31
    Hi @RémyRecright . I'm in agreement with @Bryantworks . A central score seems to have more weight in the "pros" side of the equation for me. I woul...
  • ChrisChiha on November 29, 2021
    0 upvotes
    3 Replies
    Hello, So i previously launched couple workflows that will send emails to customers if they meet certain criterias. The worflow is working great, emails are being sent accordingly. However, i was going throught the worflow history, and i realized ...
    Reply
    Key Advisor
    November 29, 2021 04:37
    I see, can you confirm the emails were present at the time of the send? You can check the timestamp in the workflow history and the email on the rec...
  • NilsKall on November 25, 2021
    0 upvotes
    2 Replies
    Hi all, I am trying to create a playbook where our sales reps can click on a set of multiple checkboxes which would then include certain bullet-points in a template they will send out post-meeting. So, clicking properties A,B and F would then trig...
    Reply
    Key Advisor | Gold Partner
    November 28, 2021 20:11
    Hi @NilsKall Assuming the properties ( A,B and F) have been checked (by the Sales Person or the Contact) then I would use Smart Content. ...
  • Solved
    MaiaP on November 23, 2021
    0 upvotes
    2 Replies
    Hi everyone, It looks like Hubspot is wrongly attributing lead sources in the following situation: users visit the website but don't submit their contact details, then they come back via another traffic source and finally submit their details an...
    Reply
    Top Contributor | Diamond Partner
    November 23, 2021 21:12
    Hi @MaiaP , HubSpot stores the information about how the contact came to your CRM under 'Original source' property. The Original source property...
  • PChalasani on November 19, 2021
    1 upvotes
    1 Replies
    For B2B HubSpot users with many thousands of prospect-accounts in their system, it is hard to glean insights from all this data: Which leads (accounts) to prioritize? Which campaigns and events are effective? Which prospects to reach out to, before ...
    Reply
    Community Manager
    November 22, 2021 06:27
    Thank you for sharing @PChalasani !
  • AZistler on November 19, 2021
    0 upvotes
    2 Replies
    I already have some solutions to my question below, but I wanted to post this topic before committing. Thanks in advance to anyone who takes the time to comment! Background: So, I created a series of workflows that edit a property if certain cri...
    Reply
    Contributor
    November 19, 2021 05:35
    Makes sense - I'm suprised a delay of only a few minutes would work! Making the property required wouldn't work since it's not always known - but ei...
  • Solved
    Amy5 on November 18, 2021
    0 upvotes
    1 Replies
    Is there a way to find the very first contact created per account, and take action on it in a workflow? Like some way to look at all contacts for each account, choose the one with the earliest create date, and update a field/property on it?
    Reply
    Hall of Famer
    November 18, 2021 22:26
    Hi @Amy5 , Unfortunately I don't think there is, at least not within HubSpot. HubSpot isn't very good at comparing records – which is an actio...
  • GFernandez1 on November 18, 2021
    0 upvotes
    4 Replies
    Hi everyone! I can't find any information regarding specific scoring methods. Our website is built with wordpress, only the forms are Hubspot's. Now I would like to attribute some points to our leads based on some spcecific actions performed on ou...
    Reply
    Member
    November 23, 2021 04:01
    Great stuff! I'm going to be trying this, thanks!
  • Solved
    ChrisChiha on November 18, 2021
    0 upvotes
    2 Replies
    Hello Everyone, I want to send an email through a workflow, but i have 2 different links that i want to use randomly on my CTA. The CTA will redirect users to book a meeting with 2 sales persons, but i want to redirect the users to each URL associa...
    Reply
    Key Advisor | Diamond Partner
    November 19, 2021 03:02
    Hi @ChrisChiha , I would recomend to create multi variants test with the corresponding meeting links. hope this helps, ...
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