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
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
LiamF on October 07, 2024
I'm trying to create a list of Companies based on Deals won. I can only do this via total deals which doesn't provide the information I need. Is there a way to do this that I'm missing?
0 upvote
4 Replies
Participant
October 07, 2024 10:38
Thanks @karstenkoehler this is very helpful. I'll play around with this and see if we can dig out the information needed. greatly appreciated.
Solved
JDGregson on October 03, 2024
Hi All, I'm building a workflow that filters inbound contacts to specific sales reps. This creates tasks for the rep to reach out to the new contact. In our business, we do recieve inbound communications that we want to turn down, and I want to read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 12:30
@JDGregson thanks for the clarification! Here's what you would do: Open any contact record Click Actions > View all properties in ...read more
Solved
LangMagic on October 03, 2024
Hello all! I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. Is the filtering done wrong? I would love your input. Thank you) read more
0 upvote
11 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 10:52
@LangMagic yes, you can create lists and reuse them within other lists, either excluding or including them. When you add a new list filter, simply ...read more
Solved
Niels2 on October 02, 2024
I want to set up a workflow where I request contact information in multiple steps. Each step consists of sending an email with a link to a form. How can I include a personalized link in an email so that I can enrich the contact I created in the fir read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 16:20
Hi @Niels2 , Capturing the email address in each step and form is the only reliable way, yes. While you can rely on accepted cookies to skip...read more
CAltindas on October 02, 2024
Hello there, i am testing this tool and have created an interaction score with a web events group. I added a few events within the Event_Groups. (URL paths) Each event was to make a score. After setting and activating everything, I made sure to read more
0 upvote
2 Replies
Member
October 07, 2024 04:36
Hi, thanks for your reply. I am sure I did accept the cookies. I thought the number would update, but it is still at 0. Maybe I used the filter wrong...read more
Solved
hoganwd on October 02, 2024
I'm trying to build a simple workflow that sends a reminder email 30-days after a customer purchases, enticing them to buy more. But I'm struggling to find a way to supress (or unenroll) customers who may have already received that very same email w read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 02, 2024 11:35
Hi @hoganwd , I am not at my PC and might be missing something obvious, bit you could do the following: Create a date property, "Last [ema...read more
Solved
CDeMares46 on October 01, 2024
Hi all, I need some help with a workflow issue. I have a custom object called "Event," which we associate with companies attending specific events. In the "Event" object, we have custom properties for the event start and end dates. For example, i read more
0 upvote
1 Reply
Accepted solution
Participant
October 01, 2024 23:06
This needs to be accomplished as an "Event" (custom object) based workflow with custom code. This allows you to meet all requirements: 1) Enrollment...read more
Solved
MJago on October 01, 2024
Hi All, Probably bit of a wierd one. I would like to create a workflow that will essentially ask the contact owner if a contact can be deleted or kept. We have a number of contacts that have unsubscribed from all emails, even though they ha read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 01, 2024 11:42
Hi @MJago , You could do the following Create a single checkbox property "Delete contact" Open any contact record, click "View all prope...read more
LNitti on September 26, 2024
Hello, We are working on automating our sales hand-off email after a deal moves into closed won. I have built a workflow to send an internal email when a deal is moved to closed won. This internal email contains deal tokens. See below: read more
0 upvote
2 Replies
Community Manager
October 03, 2024 18:02
Hey @LNitti -- could you show us what those values look like on an enrolled record? For example, I have a multi-checkbox field I get the values l...read more
Solved
SSlyker on September 24, 2024
Is there a way to create a dynamic list of contacts that have recieved X number of emails within X days. Right now, I am looking to create a list of contacts who recieved 3 emails within 7 days. This way I can use this list as a filter out anyone read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 24, 2024 12:47
Hi @SSlyker , This can unfortunately not be done in lists, filter criteria don't get that granular. You can build a report, export the r...read more
Solved
Charlotte9 on September 24, 2024
If I send the same Email as part of 2 different Workflows, will the stats in the "Emails in workflow" performance section be specific to each Workflow? Or will both Workflow details pages show the total stats for that Email?
1 upvote
2 Replies
Accepted solution
Top Contributor | Elite Partner
September 24, 2024 12:24
You can view the stats based on the workflow. To ensure you see the stats from the specific workflow you can go into the workflow tool and click view...read more
Solved
BikeRunner on September 24, 2024
Hi, I have created a new Chatflow, and the targeting rules are correctly set up to the domain, and I have installed it on the domain. But it is not showing. The domain I want it to show on, is not my main domain set up in the Hubspot account read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
September 24, 2024 07:38
@BikeRunner this article has step by step troubleshooting instructions: https://knowledge.hubspot.com/chatflows/chat-widget-is-not-appearing-on-yo...read more
cancel
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.