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Lists, Lead Scoring & Workflows

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Birdmeister on September 29, 2022
How to create a counter for measuring specific page visits
For lead scoring purposes, I'd like to create a counter to measure how often a set of specific page URLs has been visited by a contact. For example, every time the Contact visits one of the following page URLs, the counter should be incremented read more
Reply Professional
0 upvote
2 Replies
Birdmeister
Member
September 29, 2022 05:02
This is not the solution that works for me, as we want to assign for instance 5 points when the Contact has visited up to 10 pages, 10 points when vi...read more
Msyvrais on September 26, 2022
issues with scrolling with lengthy filters?
Does anyone else experience frustrations when adding long list of filters when building a list? I am in the middle of a major project and as I structure my list filters (over 20) the progress bar in the filter column jumps all over when cloning read more
Reply Lists
0 upvote
2 Replies
Msyvrais
Key Advisor
September 26, 2022 06:57
Yes, I have only had the issue since the new filter features were made available, it seems the longer the list gets the progress bar expands but only ...read more
deanrenshaw on September 26, 2022
Lead Rota - Salesperson on holiday
Hi, Is there are way of syncing users from salesforce or bamboo HR to denote if they are away from the office? I have a team receiving leads and not all are available due to holiday and sickness. I have hooked up a 'no contact with lead' wor read more
Reply Workflows
0 upvote
2 Replies
deanrenshaw
Contributor
September 27, 2022 04:23
Why thank you Pam, Will post as idea! 🙂
Solved
MWilliams3 on September 26, 2022
Re-enrollment
Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes I thought that when someone completes the sequence, they will be able to compelte the form again and sta read more
Reply
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 26, 2022 03:02
Hi @MWilliams3 , You can find re-enrollment settings here: If this is enabled already, could you specify what makes you think ...read more
Felipe-CS on September 23, 2022
Copy Deal Stage to a Contact Property
Hello, My marketing team has suggested having a contact property that receives the Deal Stage, so they can export and analyze data without having to worry about associating deals and contacts. They would rather just export the contact database a read more
Reply Marketing Workaround Workflows
0 upvote
3 Replies
deepikaverma
Top Contributor
September 24, 2022 10:43
Hi @Felipe-CS - It is not a good practice to get the values of the deal stage on contacts by copying it because of multiple associations betwee...read more
GAlonso on September 23, 2022
Scoring - Cumulative Points
Hi everyone, Just wanted to double check something; if in our scoring criteria stating "If visited URL contains XX" then +5 points. Would this be cumulative? Ideally we would like to add points per number of pages. Thanks all.
Reply Marketing Sales
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 23, 2022 06:34
Hi @GAlonso , Unfortunately not. If you want to count repeated visits, you have to add those as separate, additional criteria and use the "Ref...read more
aignatov on September 22, 2022
Uploading excel companies to a list using web domain, existing contacts
Hi, I have an excel document from a third party data provider with company names and their respective web domains. These companies already exists in hubspot. However, I'd like to be able to upload the excel, and have HubSpot match the web domain read more
Reply Lists
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
September 22, 2022 21:26
Hi @aignatov , Yes, this can be done. Let's assume for a moment that you already imported the companies. Your first step would be to cre...read more
Solved
MCross7 on September 22, 2022
Unenrolled because it was merged with another record
Good day, I'm not sure how to fix the issue of Unenrolled because it was merged with another record I have selected "YES" to "When two contacts are merged, should the newly created contact enroll..." Why did it unenroll my cus read more
Reply Marketing
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 22, 2022 02:56
Hi @MCross7 , Not out of the box, no. You would have to create a branch at the beginning of the workflow, checking whether a contact has alrea...read more
CQ17 on September 21, 2022
Error in workflow "The contact was found in a suppression list" but I don't have any set
I have a simple workflow that enrolls a contact into another workflow based on list membership. I've had 3 contacts in the past few days not get enrolled in the other workflow with an error saying " The contact was found in a suppression list" -- I read more
Reply Workflows
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 21, 2022 11:19
Hi @CQ17 , Very unusual. Just to confirm, the screenshot is from the target workflow, not the workflow which is sending the contacts to the ta...read more
Solved
KLottoShabat2 on September 21, 2022
Adding scores for conference meeting leads
Hi, I want to give a certain score (15) to leads we had pre-scheduled meetings with at conferences. I understand that the best way to do this is: - create a list of these contacts and import them as a list - Under the custom property 'hubspot score read more
Reply
0 upvote
5 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 21, 2022 07:15
Hi @KLottoShabat2 , If this is a yes/no property, then unfortunately this would only count one event – I understood that you want to award poi...read more
CGattucio on September 16, 2022
Connecting Web-Based Form Fills to Workflows
Hello, My team is in the integration process with Marketing Hub and we're having trouble understanding how to connect newsletter subscribers from the website to a workflow that drops the contact information into a specific list. We have 5 separ read more
Reply Workflows
0 upvote
1 Reply
Ben_M
Key Advisor
September 16, 2022 14:05
You don't need lists for subscriptions with Hubspot. If you have a form (assuming GDPR opt in) that will add a contact to a subscription without a w...read more
Solved
MMDC on September 16, 2022
List filter: Minimum page views/sessions within a span of time
I'd like to set up a workflow that identifies contacts who: Visit a particular page at least 3 times and Within a two-week period. Is that possible? The straight-forward filter, "page view," only allows number of views or by date -- not bot read more
Reply Lists Workaround
1 upvote
2 Replies
Accepted Solution
SNigam
Guide
September 17, 2022 13:34
Hello @MMDC , I had tried these filters on my side as mentioned in your example I hope these filters works for you also. So firs...read more
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