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
  • All
  • Solved
  • No Replies Yet
Daniel9 on May 29, 2022
Hello, I wish to ask how can I create a workflow which will be activated everytime a new contact record is being created? Kind regards, Daniel
0 upvote
1 Reply
Hall of Famer | Partner
May 29, 2022 03:52
Hi @Daniel9 , Entolling records when "Create date is known" will do the trick 🙂 Best regards!
GLogue on May 27, 2022
Hello, I'm looking to create an abandon browse workflow, and want to combine 2 page view criteria to enrol contacts. Eg. -Must have viewed URL containing at least 3 times within the last 24 hours. It seems that I can read more
1 upvote
3 Replies
May 28, 2022 04:40
Hi @GLogue , If I understand your question very clearly, I think what you are looking to do is possible with the workflow triggers. You can more
GHunt5 on May 23, 2022
I have a workflow that sets salesforce campaign and status to set. I have another workflow that is looking for angagement (link click and form fill) and updating the camapign status to responded. I want to run the people back through the origi read more
0 upvote
2 Replies
May 24, 2022 06:34
The reason they are going back through the workflow is we updated the emails in the workflow and are going to send to the same list again. I could more
KGuinn on May 23, 2022
Is there a way to make this work only if they book a particular meeting? So if they schedule a tour (one of our meeting links that's specific) they move to "tour scheduled" in our deal pipeline?
0 upvote
3 Replies
Accepted Solution
Community Manager
May 23, 2022 11:46
Hi @KGuinn , You can achieve this with a contact-based workflow! The enrollment trigger would be a form submission "meetings" link and then more
GHunt5 on May 20, 2022
I want all my emails to go out on Thursdays. If I go into the "Timing" section of the workflow and choose "specific time" and set it to run on Thursday between 5-9. Will send the first email Thursday and pause the whole campaign until the followin read more
0 upvote
1 Reply
Hall of Famer | Partner
May 21, 2022 04:00
Hi @GHunt5 , Are you referring to the workflow times? If so, then yes, limiting this to Thursdays means that emails will only more
UmarQayyum on May 20, 2022
Is it possible to trigger Hubspot automation from an external source? I want to trigger it from another CRM if some field value changes in that CRM.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 21, 2022 03:47
Hi @UmarQayyum , (Out of the box) HubSpot automation requires that a record exists in HubSpot. Without a contact record, for example, a more
RMorgan3 on May 19, 2022
I am trying to create an internal form that will pop up when a specific Deal property is filled out. That form will have several deal properties that already exist and I want to to pre-populate based on the information in the Deal. For example, the read more
0 upvote
2 Replies
May 20, 2022 06:22
Thanks Karsten. I'll give that a try. I also thought about it more, and I could use a workflow with a internal email to achieve the same thing (I more
jjokinen on May 18, 2022
Hi! We'd like for contacts to start building a cumulative lead score based on if they have submitted multiple of our eBooks forms. E.g. they get 15 points for submitting one eBook form, then + 5 points if they submit another, and +5 if they s read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 18, 2022 00:51
Hi @jjokinen , Are you using the same form for all ebook downloads or different forms? You could create a number property that is more
khookguy on May 17, 2022
I want to create a workflow that puts a custom object record into a particular pipeline. But, I'm unable to do that with a message "This value is automatically set by HubSpot and can't be edited.". Is it possible to set the pipline in a workf read more
0 upvote
1 Reply
Community Manager
May 18, 2022 12:34
Hi @khookguy , Thanks for reaching out! You can update the pipeline by selecting the pipeline stage or "Retain Pipeline Notice Stage" more
nthatcher-airbr on May 16, 2022
In going through the 'Understanding Hubspot Lead Scoring' course on Hubspot Academy, I am working on trying to list all the properties that can be included in the Predictive Lead Score metric that is automatically created by Hubspot using ML and AI. read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 16, 2022 21:21
Hi @nthatcher-airbr , HubSpot Insights attempts to pull data into the following default company properties, see here : Annual revenue more
GHunt5 on May 16, 2022
I have a workflow with 17.5 people enrolled. On the first day of sends only 12k emails went out. 44 days later 23k emails went out. Why would more emails go out then people enrolled in the workflow?
0 upvote
5 Replies
Top Contributor | Partner
May 16, 2022 09:37
@GHunt5 ah, I'm glad you were able to figure it out, happy to help!
KHutton0 on May 13, 2022
I have a workflow built by a predecessor. The first step is Contact Enrollment Trigger > Form Submission > has filled out #gform_47 on Any page. But I need to know where this form resides. I know it is a Non-Hubspot form, but where did it come read more
0 upvote
7 Replies
Accepted Solution
Top Contributor | Partner
May 16, 2022 08:35
@KHutton0 when you edit the page, you should be able to find the code for the form. It will likely be in an embed code or in a rich text box using more
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.