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
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
JustinPerkinsC on April 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 read more
1 upvote
1 Reply
Most Valuable Member | Elite Partner
April 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...read more
norismat on April 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 read more
0 upvote
1 Reply
Community Manager
April 16, 2024 17:32
Hey @norismat , thank you for posting in our Community! One potential workaround could involve customizing your workflow to specifically inc...read more
LJIMÉNEZ24 on April 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. read more
0 upvote
1 Reply
Hall of Famer | Partner
April 15, 2024 06:04
Hi @LJIMÉNEZ24 , How exactly did you update the contacts to be marketing contacts (via bulk editing, workflow etc)? Can you share a screenshot...read more
Lucas_Maciel on April 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 read more
Participant
April 15, 2024 08:22
Hi @BérangèreL Thank you very much for the answer! I didn't know about this "Rotate records between multiple owners" option. I'll take a closer...read more
AKhakimova on April 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 read more
0 upvote
3 Replies
Hall of Famer | Partner
April 12, 2024 05:19
@AKhakimova then it's an enrollment issue, not a delivery issue. When you turned on your workflow, did you choose to enroll existing contacts...read more
CCurtis0 on April 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 read more
0 upvote
3 Replies
Top Contributor | Partner
April 12, 2024 11:50
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her ...read more
Solved
MNaughton on April 11, 2024
Hi, I saw posts on how to copy the employee number from a company to the individual contacts at the company. I did it and it's not copying the data over to all contacts. The company would have the employee count but the associated contacts don't ha read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 11, 2024 15:50
Hi @MNaughton , You would have to add a "AND Number of associated contacts is known" to the enrollment criteria and enable reenrollment for bo...read more
NBraden on April 06, 2024
Hi all, I'm trying to create a workflow that sends a series of follow up emails when someone submits a form, and there are branches in the workflow that send contacts down different paths depending on if a specific link was clicked in one of the read more
0 upvote
4 Replies
Participant
April 15, 2024 12:57
Hi, This is the route I ended up taking. Thanks for the help!
ajinkyamurtey on April 06, 2024
Hi, I want to create the following workflow in HubSpot can anyone help me if this is feasible? Workflow 1 - For every new or existing contacts via form fill . Add contact source(custom property), if missing update contact source. If read more
0 upvote
3 Replies
Member
April 10, 2024 13:13
Hey guys can you please help me here? Seeking your expertise on this
AJ_Kakrot on April 06, 2024
Hi, I want to create the following workflow in HubSpot can anyone help me if this is feasible? Workflow 1 - For every new or existing contacts via form fill . Add contact source(custom property), if missing update contact source. If read more
0 upvote
1 Reply
Community Manager
April 08, 2024 05:08
Hi @AJ_Kakrot , I hope that you are well! Thanks for asking the Community! For information, via workflows, you do have actions like update a...read more
Solved
DLalonde on April 05, 2024
Hello everyone! I'm needing some assistance and guidance working on this workflow. I'm a marketer for a non-profit organization, and we want to try and do a re-engagement email send to our unengaged contacts. The email consists of just basic tex read more
0 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 09, 2024 07:56
Thank you @DLalonde for the workflow details. To answer your questions: 1 - to ensure they won't be re-enrolled, you can add a criteria...read more
Solved
Wijtmans on April 05, 2024
Hi all, This is a strange question, but is it possible to move around branches in a workflow? For some reason the branches are very wide, which creates an unnecessarily large gap between branches. I have an ultra-wide monitor and even at 30% it read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 05, 2024 05:58
Hi @Wijtmans , Unfortunately not, no. Beyond zooming in and out and scrolling / drag and dropping your way around the editor, there aren't any...read more
cancel
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.