Lists, Lead Scoring & Workflows

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IMcMahon9 9月 29日, 2023
Hello! Thanks for reading this. I have a workflow set up that is a small-scale scoring scheme. The workflow is triggered by receiving a certain email. There is a branch that asks if they have clicked on any link in the email. If so, it incre 続きを読む
0 いいね!
2 コメント
9月 29日, 2023 15:44
If the workflow is setup to look for clicking an email, and as @Jnix284 mentions, if you setup re-enrollment criteria then someone will enter the w...続きを読む
sarahbecherer 9月 29日, 2023
Hi there! Question about workflows from a newbie. How would I go about setting up a workflow where I auto-enroll all contacts associated with a company in marketing emails when that company becomes a customer? For example: Sarah is 続きを読む
0 いいね!
1 コメント
9月 29日, 2023 15:16
Seeing as your post is marked starter, you will not have access to workflows until you upgrade to pro or enterprise hubs. Personally speaking, ...続きを読む
FSpångberg 9月 28日, 2023
Hi, I have a list of companies and I would like to make a list of contacts from that company list is that possible (e.g five people are associated to a company - can I get those five people on a list and make anew contact list?
1 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 28日, 2023 08:50
Hi @FSpångberg , Yes, in a contact-based list, simply choose "Company" from the dropdown, then "List membership": Be...続きを読む
RSrivastava5 9月 27日, 2023
I would like to create a list of contacts from our total contacts based on the US state name of the contact. I would like to filter for NC and SC. How would I do that?
1 いいね!
3 コメント
Accepted Solution
ソートリーダー | Elite Partner
9月 27日, 2023 08:49
@RSrivastava5 like @karstenkoehler showed, it's possible with your state/region property. One key to keep in mind: The property is open text, so ...続きを読む
AlexisData 9月 27日, 2023
Is there a way of controlling a workflow so that if the number of emails sent by this workflow exceeds a certain number (e.g. 1000), the workflow is blocked? In other words, is there a way of controlling a workflow so that if the number of emails s 続きを読む
0 いいね!
1 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
9月 27日, 2023 07:02
Hi @AlexisData I'm not aware of a native or off-the-shelf third party solution to this. The number of emails sent by workflows to ind...続きを読む
LPeherstorfer 9月 26日, 2023
We have a question/problem popping up in our marketing workflows. We generate contacts via paid campaigns using LinkedIn Lead Ads (e-book as lead magnet). The form is on LinkedIn and the contacts are automatically synced with Hubspot and end up in a 続きを読む
0 いいね!
1 コメント
9月 26日, 2023 11:24
Hi @LPeherstorfer Can you share a screenshot of your Workflow enrolment criteria? Is it simply the LinkedIn Ads form submission or are there...続きを読む
AlexisData 9月 26日, 2023
To date, on Hubspot, I've segmented access to Hubspot contacts by salesperson. This means that sales rep 1 can only see the contacts in batch 1, for example contacts A, B and C, while sales rep 2 can only see the contacts in batch 2, for example con 続きを読む
0 いいね!
3 コメント
Accepted Solution
キーアドバイザー | Solutions Partner
9月 26日, 2023 08:56
I'm honestly not aware of any to be honest, HubSpot doesn't have a scopes api to allow third parties to define scopes and permissions in-app so it's ...続きを読む
MAdcock 9月 22日, 2023
I want to create a list of all contacts that we sent an email to via MS365 and added to Hubspot with a specific subject heading so I can automatically follow up. Many thanks Martin
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 22日, 2023 10:46
Hi @MAdcock , Its not possible to create activity lists (not any which would let you click through to the contact that is). However, you...続きを読む
Ellen-Marije 9月 21日, 2023
Hi everyone, I want to send an e-mail to a contact list with an invitation for an event. If possible, I would like to let the contacts tick a box that says either yes or no to the invitation, without using a form (since I already have their conta 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 21日, 2023 03:19
Hi @Ellen-Marije , In Marketing Hub Starter, you'd have to create two landing pages: one landing page for the positive RSVP, one for the negat...続きを読む
ABui4 9月 20日, 2023
Hi Expert, I creating a workflow to identify contacts from Finland based on the country code. On the form that captures those leads, I enabled "Show country code dropdown menu". I set up the workflow in a way to check if the contact phone numbe 続きを読む
0 いいね!
4 コメント
Accepted Solution
ソートリーダー | Diamond Partner
9月 20日, 2023 13:44
You're welcome @ABui4 - I did some digging and couldn't find anything about validating phone numbers in a workflow. You can create validati...続きを読む
MDavenport13 9月 19日, 2023
Hi! I run admissions for a program and use hubspot to review applications. My goal is to pull an active list of contacts who have a). submitted a specific form b). are from a specific state (this is a contact property on the form). Right now, e 続きを読む
0 いいね!
3 コメント
Accepted Solution
9月 20日, 2023 12:07
Anything deeper than that you I would have to look into your instance to see why you are not returning any results. Not sure what your options are to...続きを読む
Westa 9月 18日, 2023
I was wondering if you can advise on how to get the option "Sen dopt-in email"? I am unable to locate it in my settings/action items. Thanks
0 いいね!
1 コメント
Accepted Solution
9月 19日, 2023 08:15
Is the double opt in what you are looking for? If not, you may need to ex...続きを読む



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