Lists, Lead Scoring & Workflows

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
  • All
  • Solved
  • No Replies Yet
keelysaye on June 24, 2022
Is it possible to associate only a select number of companies to contacts without turning on the company associations to all contacts?
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2022 04:00
Hi @keelysaye , If you're referring to the automatic association of contacts and companies , then unfortunately no, this is either on or off more
GHunt5 on June 23, 2022
I have a list with criteria "Recent conversion date" is known and latest source is direct. Does that mean every time the "Recent conversion date" is updated a person will be added to the list or do I need to add the criteria "Recent conversion date' read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 23, 2022 08:20
Hi @GHunt5 , You haven't mentioned any workflow before – contacts would enter the list as soon as they submit a form, yes.
RSpaugh on June 22, 2022
Hi, I turned off some workflows and I'm a new hubspot user and can't figure out how to get it back on easily. Can somebody please help me figure this out? Thanks, Rachel
0 upvote
4 Replies
Hall of Famer | Partner
June 23, 2022 06:52
Hi @RSpaugh , At the very bottom, the very last step, you need to make a change. This workflow is trying to enroll contacts in another more
paauroma on June 22, 2022
Hello everyone, I need to know how many contacts in my database have been terminated in the last 2-3 years. What time parameter can I use to relate this to lead status?
0 upvote
3 Replies
June 22, 2022 03:02
Yes @karstenkoehler , I have difficulties when creating lists of contacts that carry a time rule, i.e. in this particular case, I need to know more
GlennLee on June 21, 2022
Hi Guys, Just wanted to confirm something. We are using a Hubspot Enterprise as a way of re-engaging our users in the acquisition and activation funnels and wish to use Workflows to automate email comms send, whenever a user drops out of these j read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
June 22, 2022 07:09
@GlennLee property changes do trigger workflows in my experience, so I'd agree that it should work. Since you've tested it, I'd say that should more
Sebastian_Lauk on June 19, 2022
I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 19, 2022 21:27
Hi @Sebastian_Lauk , You can enroll contacts in your workflow based on " Create date is known". (When you enable the workflow, only enroll more
GHunt5 on June 16, 2022
I recently set up a large amount of workflow to fill in a large number of custom fields (latest lead source, latest lead source date, lead source date, latest lead source call to action, lead source call to action). I am seeing that some of my work read more
0 upvote
1 Reply
Hall of Famer | Partner
June 16, 2022 09:24
Hi @GHunt5 , Hard to say without being able to poke around in your portal. Generally, here's what I'd recommend checking: workflow more
JHaselden on June 16, 2022
Hello Is it possible to make hubspot create a deal or even just a task to follow up when sending an email from outlook? I track emails using the hubspot extension. I am trying to set up a workflow that recognises that I have sent an email read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
June 16, 2022 06:14
@JHaselden if you create a workflow with the trigger Activity > email subject (or email body) contains any of "your phrase" you can then creat more
Roger on June 16, 2022
Is there a possibility to integrate an email property from a custom object in an email list to send out a marketing email? Does anybody have an idea or a workaround?
Accepted Solution
Participant | Partner
June 17, 2022 04:55
@Roger I would set up a custom field called Type on the Contact Object and have all your Contacts that are associated with the Partner Object get more
GHunt5 on June 15, 2022
If I purge all my unsubscribed contacts to lower my contact count and then one of them fills out a form, will there unsubscribe show up on their new record?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 15, 2022 21:09
Hi @GHunt5 , Yes, HubSpot will "remember" that a contact unsubscribed from all email even if their record was deleted. When you re-add the more
AAdkins24 on June 14, 2022
We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. We have it set up s read more
0 upvote
1 Reply
Hall of Famer | Partner
June 14, 2022 21:27
Hi @AAdkins24 , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. more
SHavrysh on June 12, 2022
Hi there. My question is regarding workflows: is it possible to get new deals created for already existing contacts? Up until now, when a new contact submits a form on our website, a new deal is created. But if the same contact submits another read more
0 upvote
4 Replies
June 14, 2022 23:11
Hi Karsten, thank you so much for your prompt support. All the best. Warm regards
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.