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Lists, Lead Scoring & Workflows

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Solved
JTurrell on November 30, 2022
Categorising forms
Hi, I feel it would be good to be able to categorise Hubspot forms with tags or something similar that could then be chosen / applied through lists, workflows and lead scoring. As an example, we're interested to know if a contact has downloa read more
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0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 30, 2022 04:02
Hi @JTurrell , I agree, this would be a useful feature. You could submit this to the HubSpot Ideas section of the community: https://communit...read more
Solved
ISiingh on November 28, 2022
Moving Meetings from "Scheduled" to "Completed"
How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.
Reply Meetings
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 28, 2022 21:41
Hi @ISiingh , This is unfortunately currently not possible. There aren't any out of the box capabilities for activity automation. HubSpot does...read more
wase90168 on November 25, 2022
Workflow e-mail-abonnement trigger "Contact has opted into one of..." would be helpful
Hi Hubspoters, I have just tried to enroll contacts to a workflow if they are enrolled in at least one of my e-mail-abonnements. Currently there are the three filter possibilities: Contact has opted into all of Contact has opted out of all of read more
Reply Workflows
0 upvote
2 Replies
wase90168
Member
November 25, 2022 07:18
Hi @franksteiner79 , Thank you for your quick reply. The workflow was about mailing, but not about GDPR. I created it to make shure that all c...read more
Solved
Annikasn on November 24, 2022
Trigger for All associated deals
In our case where a contact can have several deals, it would really help if there would be an option in the workflows triggers but also in the list filters that one could choose "All associated deals"... instead of the by default "Any associated dea read more
Reply Workflows
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 24, 2022 23:33
Hi @Annikasn , You could leverage a calculation property here: https://knowledge.hubspot.com/crm-setup/create-calculation-properties ...read more
LMillán on November 24, 2022
Deal ID tag needed for workflow creation
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
Reply Deals Tasks Workflows
0 upvote
3 Replies
deepikaverma
Top Contributor
November 24, 2022 20:52
Ideally your task owner and contact owner would be same.
Solved
Anicklow on November 23, 2022
Trying to create active list of all emails that start with a specific name
Hello Hubspot community, We keep getting someone who creates email accounts that start with his name "michael" with 4 various numbers after that name. So there are rouphly 200 emails that are something like "micheal2438@gmail.com" but all of the read more
Reply Lists
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 23, 2022 09:42
Hi @Anicklow , Have you tried this? If you have and it's not working, could you specify what exactly is not working? Bes...read more
EranRickman on November 23, 2022
Workflow for email clicks tracking and Apple's new privacy update
Hello everyone, Since Apple's new privacy update, we know that we can't accurately track our numbers in terms of email openings. The new update works in a way that an Apple bot will automatically open every email for all Apple users – and theref read more
Reply Professional
0 upvote
1 Reply
TiphaineCuisset
Community Manager
November 24, 2022 02:12
Hi @EranRickman Thank you for reaching out and all these details! I want to tag some of our experts here - @ThinkLighthouse @Dan1...read more
Afd-mark on November 23, 2022
Extract all URL's that are used in a campaign in a list for lead scoring
We like to use all URL's of a campaign in the lead scoring. Ofcourse you can copy all URL's seperately and set it in de LS. That's a takes a lot of time. Is there a way to get all the URL's of a campaign at once? If we can save the URL's in read more
Reply best practices Lists Professional Workaround
0 upvote
2 Replies
chrisworqflow
Key Advisor | Diamond Partner
November 28, 2022 15:54
Thanks for the tag @TiphaineCuisset @Afd-mark Are you any common strings in all of the URLs for the campaign? For example, campaign.com/ prom...read more
Solved
CSawier on November 22, 2022
Combine Contact and Company properties into one list
💡 Would be great to be able to combine both company and contact properties into a list. Currently this is not possible and you have to create custom company properties to bring contact properties into a company list. Surely this should be read more
Reply Lists
0 upvote
1 Reply
Accepted Solution
franksteiner79
Top Contributor
November 22, 2022 08:44
Hey @CSawier Maybe I'm not getting the full picture but what you describe is currently possible. Below is an example of a contact list and the...read more
WMaughan on November 22, 2022
Replacing one workflow with another and retaining contacts in the old workflow
Does anyone know best practise for replacing an old workflow with a new one where contacts enrolled in the original aren't lost until they complete the workflow? Will deleting the triggers in the old workflow remove the contacts? Thanks
Reply
0 upvote
3 Replies
danmoyle
Recognized Expert | Elite Partner
November 22, 2022 07:02
So glad to hear it, Will!
BYona on November 22, 2022
form submission based nurturing track
Hi, I'm trying to create a nurturing track as follows: Contact enrollement trigger: contact fill up a form - download a resource (I have different form for every resource). Wait 3 days. Send email with a resource. The challenge is that i'm t read more
Reply Workflows
0 upvote
2 Replies
BYona
Participant
November 22, 2022 06:50
Hi @franksteiner79 , Thanks for your reply! @franksteiner79 wrote: Is there any reason why you are not sending the asset via email immediately...read more
LWilton on November 21, 2022
Allow score based values in task view
When looking at all of my tasks, I wish I could add a column to show their lead score and some of the other custom scores my company created to score contacts. This would help me prioritize who to call first.
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
November 21, 2022 10:03
Hi @LWilton , I agree, this would be useful! Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/On-quot-T...read more
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