Lists, Lead Scoring & Workflows

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Solved
DAzcunaga1 on May 21, 2025
Hello, We have the following situation. In our company we track our members Quarter to date Revenue, each quarter they can achieve, silver, gold, platinum tiers. We are trying to set the email that lets them know when they went into each tier, read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 21, 2025 15:04
Hi @DAzcunaga1 , The easiest workaround for the missing quarterly option feels a bit dumb but... simply create one yearly recurring workflow p...read more
Solved
Patti_R on May 21, 2025
Hi all, I've done some initial troubleshooting on this, to no avail, so hoping this group may be able to help! We have a workflow where the last step sends an internal email notification. Some of our users are getting the workflow emails and others read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 21, 2025 11:40
@Patti_R very mysterious. That suggests that the email was sent correctly and lost in transit. However, you already checked all of the places where...read more
Solved
timtprc on May 20, 2025
We would like to score our contacts and companies based on their associations with custom objects, however it seems only deals, tickets and notes can be added. For example we use the "Listing" object to capture how many listings each company h read more
0 upvote
2 Replies
Accepted solution
Participant
May 20, 2025 00:59
@karstenkoehler - thanks for the prompt reply! Okay sure I have created this idea " Lead Scoring on Custom Objects " that you can upvote and in t...read more
Solved
TTram on May 19, 2025
Hi. Maybe I am missing it, but is there a way to report on when a conatcts lead score changed in the new lead score model? I see you can see the lead score history on each contact record, but I dont want to go to into ech record to see when the read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 13:44
Hi @TTram , As far as I know, no, but this could be achieved with custom date properties and some simple workflows: Create date property "...read more
Solved
SBattuello on May 19, 2025
Hello, I am trying to set an active lists.. i would like to set the following filters: Group 1: Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead and List membership is member of “Intersolar 2025 Leads” and Marketin read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 04:26
Hi @SBattuello , You'll have to split out your filter criteria across more filter groups. If I read your criteria correctly, it would have to ...read more
Solved
M_ElShibiny on May 18, 2025
As I'm creating a workflow that would mark any contacts who are inactive/untouched for over 1 year (366 days+) as "non-marketing" contacts. but I can't find the option at workflows or anywhere to change the marketing contact status even manually read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 18, 2025 06:12
Hi @M_ElShibiny , You might want to remove screenshots that show information of individuals, this is a public forum and these contacts probabl...read more
Solved
Masakazu on May 17, 2025
Hello, Is it possible to trigger a workflow to send an email to a specific contact when they click a CTA? We are building a membership-based site using Content Hub Pro and Marketing Hub Pro, and users are required to log in. Although this m read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
May 17, 2025 15:04
Hi @Masakazu , With HubSpot CTAs, you can track total clicks, but unfortunately, you can’t directly trigger workflows based on an individual c...read more
Solved
LCarroll00 on May 16, 2025
I have a workflow that is set to enroll when a playbook is logged to a deal. This workflow enrolled as planned on my tests, but never enrolled again after that (despite me knowing that playbooks have been logged to deals), until yesterday when one r read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 16, 2025 11:26
@LCarroll00 if you've tested by logging the exact playbook from the enrolment criteria and it's not working, then I'd recommend reaching out to sup...read more
Solved
LCarroll00 on May 14, 2025
I have a workflow that initally worked as expected, but started failing after the initial run of contacts went through. In summary, after a contact completes another workflow that creates a deal it is to be enrolled in my workflow to assign a propet read more
1 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2025 10:16
@LCarroll00 thank you – I just noticed that the second workflow enrolls records based on enrollment in the first, not completion of the first. In o...read more
Solved
LJohnson73 on May 14, 2025
I am trying to create an email workflow that will send customers who opened on of a specific suite of products an email every year on their anniversary. Whether working through lists or workflows, I can't seem to get it to send to JUST the customer read more
0 upvote
15 Replies
Accepted solution
Hall of Famer | Partner
May 14, 2025 12:21
@LJohnson73 when you select "Based on a schedule", you can select a date property. Just click into the "Date" selector, the sidebar will expand and...read more
Solved
AKubrin9 on May 13, 2025
HubSpot Experts! I have collected about 140 records in the last few days via an Elementor form. The records are in my HubSpot database, but I am having trouble working with them. I want to download the contact form input from all visitors who chec read more
1 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
May 14, 2025 01:11
Hi @AKubrin9 , Since you're using an Elementor form and those submissions are already in HubSpot but you're missing the checkbox and comments info ...read more
Solved
RPeroe on May 13, 2025
This is truly one of the most basic questions. Once I've scheduled a call or a task for a contact, where can I see this as part of a record?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 14, 2025 00:09
Hi @RPeroe , For one, you can see this on the contact record itself. Open the contact record, then look at the activities tab, then make sure ...read more
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