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
State
All
  • All
  • Solved
  • No Replies Yet
jmatlow on February 07, 2023
I've created a Company property called "Today" I've created a workflow that is supposed to set the Today date every morning at 3:15am. I've allowed re-enrollment. Technically, it should be auto-enrolling every company every day and changing the d read more
0 upvote
2 Replies
February 07, 2023 22:28
Hi @jmatlow I'm with @karstenkoehler on this one, I think the final "delay until" is likely the culprit. Workflows run from top (enr...read more
Solved
HDang9 on February 06, 2023
I have created a workflow that has many new contacts every day. Now, I want to export a list of enrolled contacts to do some research about that data. How can I do that?
1 upvote
5 Replies
Accepted Solution
Key Advisor | Platinum Partner
February 06, 2023 19:58
Hey @HDang9 , thanks for reaching out! This is a great question. All you need to do is head to Contacts > Lists and create a new list. Fr...read more
APhifer on February 06, 2023
I cannot seem to add ALL of my contacts to an email I want to send. Yes, I have created an active list with the filter "email known". It does not update. Anyone have a solve for this. I've been dealing with this for over a year now.
0 upvote
1 Reply
Hall of Famer | Partner
February 06, 2023 10:11
Hi @APhifer , Can you confirm that you've create an active list? https://knowledge.hubspot.com/lists/create-active-or-static-lists#types-of-l...read more
APeer on February 06, 2023
I want to build a report that shows the number of contacts that have crossed our HubSpot score threshold (100 points) each month. How can I accomplish this?
0 upvote
1 Reply
Hall of Famer | Partner
February 06, 2023 09:55
Hi @APeer , If you want to visualize these contacts based on the date when they surpassed the threshold, we need a date property for this firs...read more
SStacey on February 03, 2023
Hello, I'm looking for some help, I am trying to set up workflows for the contacts in our database that will assign contact owners automatically based on postal codes so that our contacts are assigned to their respective Area Sales Managers. read more
0 upvote
4 Replies
Member
February 06, 2023 02:07
Hello, Thank you for this, unfortunately, it hasn't worked - I did think this could be an option but was hoping for something that wouldn't incur si...read more
Solved
RBarrett0 on February 02, 2023
My company has set up a Free Materials page with different types of PDFs and videos that can be downloaded. Each file has been uploaded to HubSpot so the links being used are HubSpot links. The end goal is for visitors to receive an automated email read more
0 upvote
5 Replies
Accepted Solution
February 04, 2023 23:10
Hi @RBarrett0 I've had a quick look and based on the following articles - Analytics for Files , Tracking PDF data , and this idea forum p...read more
Solved
MODonnell on February 02, 2023
I have a data capture form on my campaign landing page, which asks for user consent to receive email communications. How do I capture/ recognise given consent (user ticks box to give consent/ say contact me) from the data gathered in the form w read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2023 01:17
Hi @MODonnell , If you want to create list of contacts that opted into a specific subscription type by checking the corresponding box in your ...read more
Solved
hpeterson43 on January 31, 2023
I am trying to lay out a specific workflow within the sales pipeline. I tried to make an automation through a specific stage of the deal pipeline where I am trying to utilize an if/then branch. The issue though is that I am getting a different scree read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 12:08
Hi @hpeterson43 , It looks like your workflow screenshot is from a contact -based workflow, your pipeline automation screenshot from a deal ...read more
Solved
LLampe on January 31, 2023
When we have an deal that reaches the stage ''qualified to buy'' it is important that our sales team has spoken with different people in that organisation, for example a financial employee. How would you set up a workflow for that?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 31, 2023 01:57
Hi @LLampe , You could achieve this by creating a checkbox property on the deal record 'Financial employee contacted' and make it required tha...read more
Solved
Afd-mark on January 31, 2023
Hi, If you go to a workflow --> details --> Enrollment history, there you can filter on a date to see the enrollments. But unfortunately I can't make a list of these contacts. Also when I create a list, I can't find a date filter when read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 01:27
Hi @Afd-mark , You're correct, this is currently not possible. As far as workarounds go, I'd take specific workflow actions as reference point...read more
LLampe on January 31, 2023
We would like to create a workflow for when a deal reaches the stage ''won''. This workflow is meant for our sales team to not forget some administrative tasks about this deal. So for example a week after the deal reaches ''won'' the sales employee read more
0 upvote
4 Replies
Member
January 31, 2023 01:49
I did! 🙂
Solved
sboerstler on January 30, 2023
We are using a workflow to let a member of the operations team know when a contact is qualified to be sent a asset via USPS. The individual contact appears on a list with other contacts that are also qualified to be sent mail. The operations member read more
Accepted Solution
Top Contributor | Partner
January 30, 2023 14:37
Hey @sboerstler short answer: No, because of the workflow is contact based and you can't "group" them into a single task. You could create a ...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.