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
GHunt5 on May 20, 2022
Scheduling Workflows
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
Reply
0 upvote
0 Reply
UmarQayyum on May 20, 2022
Trigger Hubspot automation externally from other CRM
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.
Reply Workflows
0 upvote
0 Reply
RMorgan3 on May 19, 2022
Pre-Populate Deal Properties in a Form
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
Reply Enterprise
0 upvote
2 Replies
RMorgan3
Member
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 thi...read more
Solved
jjokinen on May 18, 2022
Cumulative lead scoring based on different forms
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
Reply
0 upvote
3 Replies
Accepted Solution
karstenkoehler
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 counte...read more
khookguy on May 17, 2022
Custom Object Workflow - How to Set Pipeline?
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
Reply Workflows
0 upvote
1 Reply
kvonloesecke
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" ...read more
Solved
nthatcher-airbr on May 16, 2022
List of 'Hubspot Insights' properties
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
Reply Professional
0 upvote
1 Reply
Accepted Solution
karstenkoehler
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 ...read more
GHunt5 on May 16, 2022
Emails from workflows
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?
Reply
0 upvote
5 Replies
Jnix284
Top Contributor | Partner
May 16, 2022 09:37
@GHunt5 ah, I'm glad you were able to figure it out, happy to help!
Solved
KHutton0 on May 13, 2022
Inherited a workflow and need to know where form resides
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
Reply Starter
0 upvote
7 Replies
Accepted Solution
Jnix284
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 ...read more
TCornRain on May 12, 2022
Need to add more than 20 cells to a row for Google Sheet update/creates
We want to leverage the workflow feature that populates content (original and updates) in a Google Sheet based on an Object's activity. Currently, there's a limit of 20 columns to a row that can be updated, but the KB article states up to 100 colu read more
Reply Custom Objects Enterprise Integrations Professional Workflows
0 upvote
1 Reply
kvonloesecke
Community Manager
May 13, 2022 07:47
Hi @TCornRain , Thank you for your feedback and for providing your use case! For now, this is a current limitation per this section i...read more
JBlunden on May 11, 2022
CTA in workflow from a If/then Branch
In a workflow, I have a if/then branch and the criteria is a CTA within an email being clicked (or not clicked). If clicked - then a deal and task should be created. Is there a way for this to happen without a time delay added before that branch? read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 11, 2022 21:20
Hi @JBlunden , If that's the behavior you're looking for, your workflow would have to be triggered by the CTA click. If the CTA click is check...read more
Solved
coltonh on May 11, 2022
setting workflow goal as "meeting scheduled" for a specific meeting
I have a workflow that enrolls contacts when they've filled out a specific form, nurtures them with an email sequence, with the ultimate goal of getting them to schedule a meeting through the HS meetings tool. Seems simple enough, right? How read more
Reply Meetings Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 11, 2022 21:31
Hi @coltonh , Are you referring to a meeting link submission / booking via a meeting widget? If so, you should be able to reference one link s...read more
hokkonen on May 11, 2022
When unsubscriber fills a new form
We are in b2b business and our monthly newsletter is sent to all the people who submit any of our inbound forms on our website (the forms can't be sent without consenting our email marketing). What happens when a person first unsubscribes our ma read more
Reply Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 11, 2022 22:03
Hi @hokkonen , When an unsubscribed contacts fills out a form, they will remain unsubscribed, regardless of the consent checkboxes they tick. ...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