Lists, Lead Scoring & Workflows

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Solved
brettski on September 30, 2022
Greetings, We are joining HubSpot from ActiveCampaign which we've used for the last five years or so. We've successfully transferred over all our contacts though we are not sure on how to setup our email lists in HubSpot based on current list su read more
1 upvote
7 Replies
Accepted Solution
Guide | Platinum Partner
September 30, 2022 11:34
Hey @brettski , awesome question! If you're looking for help with the actual import process (taking your CSV export from ActiveCampaign and i...read more
Birdmeister on September 29, 2022
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
0 upvote
2 Replies
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
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
0 upvote
2 Replies
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
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
0 upvote
2 Replies
Contributor
September 27, 2022 04:23
Why thank you Pam, Will post as idea! 🙂
Solved
MWilliams3 on September 26, 2022
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
0 upvote
2 Replies
Accepted Solution
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
Solved
Felipe-CS on September 23, 2022
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
0 upvote
3 Replies
Accepted Solution
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
Solved
GAlonso on September 23, 2022
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.
0 upvote
1 Reply
Accepted Solution
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
Solved
aignatov on September 22, 2022
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
0 upvote
1 Reply
Accepted Solution
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
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
0 upvote
6 Replies
Accepted Solution
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
Solved
CQ17 on September 21, 2022
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
0 upvote
1 Reply
Accepted Solution
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
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
0 upvote
5 Replies
Accepted Solution
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
Solved
CGattucio on September 16, 2022
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
0 upvote
1 Reply
Accepted Solution
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
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