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Afd-mark on January 15, 2025
Hi, We would like to see how the HubSpot score evolves over time for a specific group. We want to show to our client that our activities contribute to the engagement of the leads and also provide insights into the quality of the leads. They read more
0 upvote
1 Reply
Guide | Elite Partner
January 15, 2025 05:40
@Afd-mark - Below from the knowledge base about the new scoring tool, if of use: "Score history and performance Once you've created and tur...read more
BalintSipos on January 15, 2025
I'd like to create a separate score for different marketing channels. Meaning we would have a paid channel score, for example, and people coming from specific UTM values and doing a thing like visiting a page would get that kind of score. I see read more
0 upvote
6 Replies
Contributor
January 15, 2025 06:10
No that wouldn't work unfortunately. You see the system I imagined would be having 5 score fields to see how each channel contributes to marketing ...read more
Linah4 on January 14, 2025
Hi there! I am trying to create a list that contains all contacts who have interacted with a social media post (organic) in 2024. A social media filter doesn't seem to exist. Any suggestions? Ideally, I would like a complete list of contacts and read more
Participant
January 15, 2025 11:47
Aah, this makes sense! I found it a bit frustrating though since I thought at one point you could click on the "Like" counts per individual post and ...read more
Solved
CRandel3 on January 14, 2025
We have workflow automatic trigger enrollment set up for fields that will email a notification to our sales reps if they leave specific fields blank that we need them to fill out. Unfortunately, this automation runs on the weekends and every Monday read more
0 upvote
1 Reply
Accepted solution
Key Advisor
January 15, 2025 01:31
Hi @CRandel3 Have you tried the timing settings in workflows? This allows you to select when the workflow runs and sends notificatio...read more
Solved
Thomas_Oreskov on January 14, 2025
Hi, We have employees who need to fill out a HubSpot form when handing in machines. These employees require a receipt to confirm that they have submitted a specific machine. Is there a way to automatically send them a copy of the form they just read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 10:23
Hi @Thomas_Oreskov , You can achieve this with form automation: https://knowledge.hubspot.com/forms/form-automations You would create ...read more
Solved
Frieswijk on January 13, 2025
Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer read more
Accepted solution
Top Contributor | Platinum Partner
January 14, 2025 04:02
Hey @Frieswijk , I'd approach this in the simplest way - a multiple-select field called "Comms Type" with options of: - About To Develop New ...read more
Solved
SLester on January 11, 2025
How do I accomplish that without having an if/then/condition prior to each step? Scneario: Someone fills out a form to get a lead magnet Drip campaign starts to promote product customer buys the product - lead status changes, a tag is added read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 11, 2025 16:19
Hi @SLester , That's what workflow goals are for: https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows Specify...read more
PDelfinHipoli on January 10, 2025
Hi HubSpot Community, I’m working on a project where I need to set up a workflow that triggers every time a call engagement is saved via the HubSpot API, and it should apply to all contacts and all calls. Do I need to set a specific status for the read more
0 upvote
1 Reply
Hall of Famer | Partner
January 11, 2025 01:12
Hi @PDelfinHipoli , I'm not aware of a field that can be used for this out of the box – but you can simply create a call property and populate...read more
Solved
jdv123 on January 10, 2025
I've come across an issue I can't seem to wrap my head around. I created a report that with 2 filters: Marketing Contact Status is any of Marketing Contact & excluded GDPR countries using 'is not equal to any of'. Now when I recreated this in an read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 10, 2025 14:56
@jdv123 first thing I'd try is to adjust the list filters so that the country filter checkbox for "or is empty" is checked, this might (unintuitive...read more
Solved
CBN on January 10, 2025
DESCRIPTION I have a workflow A. It is triggered when the contact signs up for a newsletter. I have a workflow B. It is triggered when the deal is created for the contact. Workflow B must remove the user from workflow A as the first step a read more
0 upvote
3 Replies
Accepted solution
Key Advisor
January 13, 2025 03:14
Hi @CBN What exactly is the question or issue? Using the unenroll from specific workflow option in the workflow settings will get yo...read more
Solved
jdv123 on January 09, 2025
I was setting up some automated emails for workflows and noticed that in order to publish them I have to select a subscription type. The workflows I have planned are based around the filters I've set up but not the subscription types. Will the sub t read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 10, 2025 00:12
Hi @jdv123 , If you have 'Legal basis for emails' enabled in the GDPR settings, contacts must have the opt-in for a subscription type chosen f...read more
Solved
BalintSipos on January 09, 2025
What I mean here is - does the rules gets processed sequentially or does it just tries to match to one rule. Let me explain with an example My aim here is to give 5 score to people who visits priority pages and all other page visits get 1 po read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 09, 2025 10:47
Hi @BalintSipos , HubSpot evaluates each scoring rule and check if it holds true – if it does, the contact gets the corresponding points for...read more
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