We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Lists, Lead Scoring & Workflows

Search Lists, Lead Scoring & Workflows for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
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
State
All
  • All
  • Solved
  • No Replies Yet
DSKEETERS on August 15, 2022
One Time List Use
Our conferences provide a pre-attendee list that is specifically a one-time use only. Any tips on how to add these contacts and then remove them afterward?
Reply
0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
August 15, 2022 10:50
Hi @DSKEETERS , HubSpot doesn't have a specific feature for one-time usage of contacts. However, you can leverage different tools to achieve t...read more
ZoeCohen on August 13, 2022
Lead capture - opt in language & tagging
Hello! I'm new and muddling my way through. Appreciate the help in advance. 🙏 1. I have a web form that is flowing into my marketing contacts. I need these tagged (or categorized) as B2C, and also noted the form they came through. What's the bes read more
Reply Professional Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
August 13, 2022 09:19
Hi @ZoeCohen , 1. Yes, you can pass contact property values with hidden form fields . You would create a custom property for the categorizati...read more
NicoPlinke on August 12, 2022
Workflow to create Customer Success deal upon entering a sales stage not working
Hi, In our company we have to funnels, one for Sales and one for Customer Success. Once a deal enters the free trial stage in sales, a workflow triggers to create a deal in the Customer Success funnel to set up the environment. The sales team quick read more
Reply Deals Professional Sales Workflows
0 upvote
2 Replies
NicoPlinke
Member
August 12, 2022 04:45
Hey @Phil_Vallender , Thanks for your reaction! Our sales team manually moves the deals from 3.Opportunity to 4a.Free Trial and then to 4b....read more
CGreibig on August 11, 2022
How can I display who did not fill out a form?
Hi, I want to target certain titles that should have signed up to our cloud but have not done it yet. When I try to select the form, I only have the option of displaying those that filled it out but how can I display those that have NOT filled read more
Reply
0 upvote
2 Replies
MLinner
Member
August 11, 2022 05:10
Thanks for this information! Very useful for me.
SylwiaG on August 08, 2022
Populate a field when note is created
Hello! We would like to create a field that is populated with the date of last note created. We actually thought it would be easy to do via workflows, but they don't include notes... The thing is - we want to filter the companies by last not read more
Reply
0 upvote
2 Replies
CTA9
Member
August 08, 2022 13:40
Hi @SylwiaG , This is not possible at the moment in HubSpot. But we can suggest this to HubSpot to include this feature in future versions. ...read more
MQayyumHalele on August 04, 2022
JIRA token not populated
Background: I am setting up a workflow to notify my service team through emails on some particular tickets. The notification consist of JIRA tokes such as JIRA issue ID and JIRA issue links. These tokens are not populated in the emails created event read more
Reply Professional
0 upvote
1 Reply
TiphaineCuisset
Community Manager
August 05, 2022 01:00
Hi @MQayyumHalele Thank you for reaching out and for the details! This does like a complicated set up/issue - for this I would recomm...read more
Solved
GHunt5 on August 03, 2022
Prioritizing Email Sends
Is it possible to prioritize one workflow over another for email sends if they happen to occur on the same day i.e. Webinar invite, Newsletter, and X all end up being scheduled to go out on the same day. Could you prioritze the webinar invite read more
Reply
0 upvote
1 Reply
Accepted Solution
Ben_M
Key Advisor
August 03, 2022 11:48
There's no easy click priority that I am aware of. You would likely have to build a filter checking if they received a webinar in the last {#} days f...read more
03279 on August 03, 2022
Suggestions regarding automating lead scoring
Hey Hubspot Community. Can someone provide me feedback or suggestion around automating lead scoring. For eg at the moment I have to manually go and add new forms as a score. We have every week a new marketing collateral download form and each read more
Reply Professional Workflows
0 upvote
1 Reply
Phil_Vallender
Most Valuable Member | Elite Partner
August 03, 2022 03:37
Hi @03279 I don't have a solution that can automate the updating of lead scoring rules. But I have these two suggestions: With HubSp...read more
SzCzudowski on August 01, 2022
Exclude from inbox
Hi! I have a problem - i created a list for one non-hubspot contact form. The messages from this form appears on this list but i want to exclude this messages from the global inbox. Is there such option? My point is to be sure that this user ema read more
Reply Free
0 upvote
2 Replies
SzCzudowski
Member
August 02, 2022 12:49
Hi Pam, thank you for your reply. The inbox is just inbox for all people in company. Maybe i described it wrong. We have a form something like invi...read more
jbbalmes on August 01, 2022
Feefo Integration
So i'm trying to make a workflow with this condition for feefo: When a contact Lifecycle stage is changed to customer it should generate a csv file where i can pass the customer data. csv can be stored to any ftp. To make it simple. We read more
Reply
1 upvote
5 Replies
jbbalmes
Participant
August 05, 2022 00:14
Thanks @JBeatty I will definitely check it out.
OAtkinson14 on August 01, 2022
Unsubscribe & Form Submission
Marketing Pro If a contact fills out a form to download a guide but they are already unsubscribed from marketing emails, will that trigger their subscription type to change and can they carry on through the workflow? Or can I simply create read more
Reply Professional
0 upvote
1 Reply
Phil_Vallender
Most Valuable Member | Elite Partner
August 01, 2022 04:34
Hi @OAtkinson14 I recommend you look at using HubSpot's built-in resubscribe process, which can be configured to trigger on a form submit by...read more
SSaiyed on July 29, 2022
append employee number and copy from company over to lead
What should be the workflow to append employee number and copy from company over to lead ?
Reply
0 upvote
1 Reply
Bryantworks
Key Advisor
August 01, 2022 03:13
Hey @SSaiyed , You'll want to make a Company based workflow like so: You'll want to make sure that enrollment is on as well ...read more
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
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.

Featured Content

Enroll objects when associated quote is signed