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Solved
IArtean5 on February 20, 2024
Hello, I want to know the difference between having an IF/THEN branch with different branches on email activities like email opens, email clicks and adding an OR filter (inside the IF/THEN brand) Also how are the branches counted? I unde read more
0 upvote
11 Replies
Accepted Solution
Hall of Famer | Partner
February 20, 2024 07:29
@IArtean5 this is context I didn't have - this can be done in a much easier way. Simply set up the reply as a workflow goal: https://knowledge.hub...read more
Solved
JRGies on February 19, 2024
I Have a number of companies that are leads for a certain product line. Each of these companies may have multiple contacts. Hub spot does not automatically connect contact to company when inputing the data. I want a list of these companies read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 11:39
Hi @JRGies , This is actually possible. When you create a contact list, click "Add filter" in the left sidebar, then simply watch out for the ...read more
Solved
TBaltus on February 19, 2024
Hi, I am trying to find a way to add bigger group of contacts (20-100) to a static list which is not defined via a property (it is actually to update a property which is multiple choice). We have the record ids or emails of these groups, but cannot read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 11:45
@TBaltus if you have the email addresses, this approach should work 🙂 https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separa...read more
Solved
OMorgan2 on February 19, 2024
Hello, We're currently struggling with creating segmented lists that can automatically update based on user behavior, such as past purchases or engagement with specific content on our website. How can we set up dynamic lists in HubSpot that a read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 00:25
Hi @OMorgan2 , The default for HubSpot lists is to behave the way you described. Active lists will constantly look around for contacts that mi...read more
Solved
WVine on February 16, 2024
Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 16, 2024 08:01
Hi @WVine , You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and t...read more
Solved
OUzun on February 16, 2024
I want to filter form submissions on HubSpot based on landing page views to create a list. For example, users who filled out Form A and visited URL B once. I can see which landing page led to conversions in form submissions. However, when I enter t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 16, 2024 07:30
Hi @OUzun , Filtering for form submissions by page in HubSpot is only supported for HubSpot pages - even with the tracking code installed, Hub...read more
Dlemoine on February 15, 2024
Hi, I need to import a list of people who attended online vs in-person. So I created 2 separate lists for that. Some already exist on Hubspot and some are new. I still want the existing contacts to be part of the list but Hubspot won't let me b read more
0 upvote
2 Replies
Hall of Famer | Partner
February 16, 2024 00:14
Hi @Dlemoine , If you don't make any changes to this dropdown menu (or select it like shown) during the import process, you shouldn't experien...read more
Solved
NJ_001 on February 15, 2024
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d read more
0 upvote
2 Replies
Accepted Solution
Contributor
February 15, 2024 17:43
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...read more
DHutchins on February 15, 2024
We have a workflow that sends SMS reminders to contacts that have registered for our webinar. We have delays set up to send the reminders out 24 hours before, one hour before and 5 minutes before. We branch out contacts who have registered for read more
0 upvote
2 Replies
Member
February 15, 2024 14:26
The conversion could have happened days prior though, and there's a possibility they might complete another form in that time. Also, I'm not seeing a...read more
Solved
Wijtmans on February 15, 2024
Hi there, I am trying to create a workflow that sends out event emails and follow-up emails. I was wondering how branching behaves in workflows. I have done some research but have not found a definitive answer. I have made a screenshot of th read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2024 08:46
Hi @Wijtmans , The first important thing is to understand that HubSpot executes these actions within seconds - HubSpot does by default not wai...read more
Solved
BikeRunner on February 14, 2024
Hi, For every deal that is created in our account, the deal will get 2 contacts. One is the customer, and the other one is the associated service provider. They can at the moment be identified with the custom contact field called "Type of customer read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 14, 2024 06:55
@BikeRunner you can find sample files for imports with association labels here: https://knowledge.hubspot.com/import-and-export/set-up-your-import...read more
Solved
matt72 on February 13, 2024
Hello, Do you happen to know if you can detect a user's device type while they are in a workflow? For example, if the user is on a mobile device, you want to send them a text message. If the user is on a desktop you want to send an email. T read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 14, 2024 00:22
Hi @matt72 , While you can request this in the HubSpot Ideas section of the community ( https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/H...read more
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