Lists, Lead Scoring & Workflows

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SylwiaG on August 08, 2022
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
0 upvote
2 Replies
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. more
MQayyumHalele on August 04, 2022
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
0 upvote
1 Reply
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 more
GHunt5 on August 03, 2022
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
0 upvote
1 Reply
Accepted Solution
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 more
03279 on August 03, 2022
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
0 upvote
1 Reply
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 more
SzCzudowski on August 01, 2022
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
0 upvote
2 Replies
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 more
jbbalmes on August 01, 2022
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
1 upvote
5 Replies
August 05, 2022 00:14
Thanks @JBeatty I will definitely check it out.
OAtkinson14 on August 01, 2022
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
0 upvote
1 Reply
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 more
SSaiyed on July 29, 2022
What should be the workflow to append employee number and copy from company over to lead ?
0 upvote
1 Reply
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 more
GTucker on July 29, 2022
Is there a way to find all contacts whose postal code (which the person entered on a form) is NOT a five-digit entry? This business only sells in the US. I am auditing a database that has entries where the person has entered a question (no clue read more
0 upvote
2 Replies
Accepted Solution
August 08, 2022 11:34
Thanks @TiphaineCuisset but I ended up exporting the data and did a manual cleanse.
WSmith2 on July 28, 2022
Hi Everyone, I've imported two lists. When I look at imported lists they are showing, but when I go to add one of them to an email campaign, the option to use one of these lists does not exist. Any advice on why the list is not showing among read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
July 28, 2022 05:21
Hi @WSmith2 . When you're looking in the import tool, those aren't technically lists (yet). If you hover over the import and click "more," you can more
SKealy on July 27, 2022
Just as in the title. The HubSpot workflow is finding the right Google Sheets spreadsheet, and recognises the heading of the first column, so I'm able to map the right property, but it doesn't recognise the other headers. Screen shot here
0 upvote
2 Replies
July 31, 2022 17:56
Hi PamCotton, I've read through the knowledge base article and my Sheets doc follows the guidelines (I own the doc, all headers are labelled, no more
CHaddad on July 27, 2022
Hello, Please what is the difference between those lists: Marketing content status Subscribed contacts Engaged or unengaged contact And why do we need to clean the list continuously when HubSpot gives you the option to exclude unengaged cont read more
0 upvote
1 Reply
Accepted Solution
Community Manager
July 28, 2022 02:14
Hi @CHaddad Thank you for reaching out! Marketing contact status i ndicates if the contact is currently a marketing or more
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