Lists, Lead Scoring & Workflows

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LHolmberg7 en Abril 25, 2024
Hi all, I'm currently working on a massive workflow for our lead scoring project that involves Hubspot scoring, tier lists and a rollback system for qualified/unqualified leads. The idea is that a lead can go from tier 3 to tier 1 and ultimately Leer más
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CFortin1 en Abril 24, 2024
WHAT! Lists now only let you view ONE PAGE. To see more pages you have to click Next. To anyone in UX that has worked, collaborated or talked to sales...these lists are a constant collaboration point on live calls. So if I'm in a call and sha Leer más
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ACole9 en Abril 24, 2024
Hi, We're using Hubspot to send event attendee communications. We trying to set up a workflow which will send a sequence of emails on specific dates. However, people may register at anytime in the lead up to the event and we don't want them t Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 24, 2024 06:05
Hi @ACole9 , Yes, this can be achieved with a delay until a date. When adding such a delay, you can specify what should happen when a contact ...Leer más
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FilipRas en Abril 22, 2024
I've put all forms into a single window, but since I'm unfamiliar with this process, I'm unsure if it's preferable to have separate windows for each form or keep them combined? Additionally, if all three forms are within one window, will not Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 22, 2024 04:45
Hi @FilipRas , The way you've set up these enrollment criteria is that a contact would only enroll if they have submitted form 1 AND 2 AND 3. ...Leer más
EMcNulty2 en Abril 19, 2024
I have a workflow set up for an event with several emails tied to it. The workflow has a delay set until one week before the event, then an email to remind that the event is a week out. We are now past that date, and the event is several days aw Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 20, 2024 00:58
Hi @EMcNulty2 , When you set up a delay until a date, check this box: You will then get a branch: Contacts...Leer más
CPiloo en Abril 17, 2024
Hi all, I am currently working on creating a double opt-in proces in different languages. Since Hubspot does not support this in the standard double opt in feature, I was thinking of sending an email with a CTA through a workflow. Once the reci Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 17, 2024 10:13
Hi @CPiloo , When you add a CTA in an email, you can change the link type to a subscription link. It's an often overlooked drop-down option wh...Leer más
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JustinPerkinsC en Abril 16, 2024
How do you all feel about the UI tweak to smart lists in hubspot where they dont really give a good idea of pages any longer? You only see the current page you are on and the prev/next button. For me visually I no longer really have a go Leer más
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1 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Abril 16, 2024 20:37
I noticed this too @JustinPerkinsC when I was trying to figure out how to reasonably gauge how many lists there were without too much thought, I sc...Leer más
norismat en Abril 16, 2024
Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works Leer más
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Participante
Abril 17, 2024 07:59
Hi, I am working on Hubspot and no external tools. So far, I have learnt of no options to use Labels in Workflow beyond filtering.
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LJIMÉNEZ24 en Abril 15, 2024
Good morning community - I created a workflow - A list automatically feeds the workflow with new contacts. - Unfortunately some of thise contacts were not set as Marketing Contacts - hence the emails where not sent to them and gave an error. Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 17, 2024 10:45
Hi @LJIMÉNEZ24 , In that case I would do the following: Create a list of contacts who received the emails already Clone your workflow ...Leer más
Lucas_Maciel en Abril 13, 2024
Hey guys, I need to distribute my contacts to another contact owners within a workflow, but not randomly. I know there is a branch based on a random percentagem, but it doesn't work in the specific scenario that I show in the image below. The number Leer más
Colaborador líder
Abril 21, 2024 16:13
@Lucas_Maciel - I don't know if you will be able to get exactly what you are trying to achieve here out of the box, as you've already figured out, ...Leer más
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AKhakimova en Abril 12, 2024
HI! What can be a reason for the workflow not enrolling contacts from a list and sending them an automated email? All contacts from the list are marketing contacts, and are subscribed to the subscription used in the email. THank you in advan Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 12, 2024 05:10
Hi @AKhakimova , When you check the action log for that contact on the workflow details page, what do you see? https://knowledge.hubspot.com/...Leer más
CCurtis0 en Abril 12, 2024
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day Leer más
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3 Respuestas
Colaborador líder | Partner
Abril 12, 2024 11:50
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her ...Leer más
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