Lists, Lead Scoring & Workflows

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ABSims le Février 22, 2024
I'm trying to create an automated workflow that will send specific emails when a company has reached a specific milestone. This data will be pulled in from an API. Essentially, "send this email when the company reaches X milestone, send the next e Lire la suite
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Membre irremplaçable | Partenaire solutions Diamond
Février 22, 2024 19:37
Hi @ABSims Happy to help answer your question about workflow triggers. There are a few ways you can structure the workflow depending on your ...Lire la suite
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IArtean5 le Février 20, 2024
Hello, I want to know the difference between having an IF/THEN branch with different branches on email activities like email opens, email clicks and adding an OR filter (inside the IF/THEN brand) Also how are the branches counted? I unde Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 20, 2024 07:29
@IArtean5 this is context I didn't have - this can be done in a much easier way. Simply set up the reply as a workflow goal: https://knowledge.hub...Lire la suite
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JRGies le Février 19, 2024
I Have a number of companies that are leads for a certain product line. Each of these companies may have multiple contacts. Hub spot does not automatically connect contact to company when inputing the data. I want a list of these companies Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 19, 2024 11:39
Hi @JRGies , This is actually possible. When you create a contact list, click "Add filter" in the left sidebar, then simply watch out for the ...Lire la suite
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TBaltus le Février 19, 2024
Hi, I am trying to find a way to add bigger group of contacts (20-100) to a static list which is not defined via a property (it is actually to update a property which is multiple choice). We have the record ids or emails of these groups, but cannot Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 19, 2024 11:45
@TBaltus if you have the email addresses, this approach should work 🙂 https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separa...Lire la suite
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OMorgan2 le Février 19, 2024
Hello, We're currently struggling with creating segmented lists that can automatically update based on user behavior, such as past purchases or engagement with specific content on our website. How can we set up dynamic lists in HubSpot that a Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 19, 2024 00:25
Hi @OMorgan2 , The default for HubSpot lists is to behave the way you described. Active lists will constantly look around for contacts that mi...Lire la suite
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WVine le Février 16, 2024
Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 16, 2024 08:01
Hi @WVine , You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and t...Lire la suite
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OUzun le Février 16, 2024
I want to filter form submissions on HubSpot based on landing page views to create a list. For example, users who filled out Form A and visited URL B once. I can see which landing page led to conversions in form submissions. However, when I enter t Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 16, 2024 07:30
Hi @OUzun , Filtering for form submissions by page in HubSpot is only supported for HubSpot pages - even with the tracking code installed, Hub...Lire la suite
Dlemoine le Février 15, 2024
Hi, I need to import a list of people who attended online vs in-person. So I created 2 separate lists for that. Some already exist on Hubspot and some are new. I still want the existing contacts to be part of the list but Hubspot won't let me b Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 16, 2024 00:14
Hi @Dlemoine , If you don't make any changes to this dropdown menu (or select it like shown) during the import process, you shouldn't experien...Lire la suite
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NJ_001 le Février 15, 2024
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d Lire la suite
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Contributeur
Février 15, 2024 17:43
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...Lire la suite
DHutchins le Février 15, 2024
We have a workflow that sends SMS reminders to contacts that have registered for our webinar. We have delays set up to send the reminders out 24 hours before, one hour before and 5 minutes before. We branch out contacts who have registered for Lire la suite
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Membre
Février 15, 2024 14:26
The conversion could have happened days prior though, and there's a possibility they might complete another form in that time. Also, I'm not seeing a...Lire la suite
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Wijtmans le Février 15, 2024
Hi there, I am trying to create a workflow that sends out event emails and follow-up emails. I was wondering how branching behaves in workflows. I have done some research but have not found a definitive answer. I have made a screenshot of th Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 15, 2024 08:46
Hi @Wijtmans , The first important thing is to understand that HubSpot executes these actions within seconds - HubSpot does by default not wai...Lire la suite
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BikeRunner le Février 14, 2024
Hi, For every deal that is created in our account, the deal will get 2 contacts. One is the customer, and the other one is the associated service provider. They can at the moment be identified with the custom contact field called "Type of customer Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 14, 2024 06:55
@BikeRunner you can find sample files for imports with association labels here: https://knowledge.hubspot.com/import-and-export/set-up-your-import...Lire la suite
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