Lists, Lead Scoring & Workflows

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MatthewF le Février 13, 2025
Hi Community, first time poster here and would appreciate some help! I’m working on a custom object setup with: Contacts (default HubSpot object) Registrations (custom object) - like an "event ticket" with many of its own properties. Ev Lire la suite
Participant
Février 14, 2025 16:31
Thank you, @karstenkoehler that achieves the cross-object join! However, are you aware of either (1) any other way to do this we could test, or (2)...Lire la suite
CSlaughter3 le Février 13, 2025
Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workfl Lire la suite
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2 Réponses
Au panthéon de la communauté | Partenaire solutions
Février 14, 2025 00:14
Hi @CSlaughter3 , Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve thi...Lire la suite
MarkoR le Février 13, 2025
What have I done so far: 1. Created new property for a contact: T2024. Field type: Single checkbox (Yes or No) 2. Created Active list to include all contacts with property T2024 Yes. List filter: T2024 is any of Yes. I should have 3 contact Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Février 13, 2025 10:59
Hi @MarkoR , Can you please share a screenshot of the list filters? Lists take a moment to populate, how long ago did you create the list? ...Lire la suite
CLangenmaier5 le Février 12, 2025
Hi team, I created a workflow in Hubspot automations. It goes like this: The trigger is completing a form on our homepage, that sits in hubspot. The customer can choose to select from a checkbox menu, digital only, physical only Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Février 13, 2025 00:05
Hi @CLangenmaier5 , If the form submission does not enroll the contact into the workflow, the first thing to check would be the enrollment cri...Lire la suite
SamHarden le Février 12, 2025
I am looking to gate some content onto our website. The process flow works that we have a form on a page, once submitted they go to the next page to view the content. I have added/embedded a CTA onto our wordpress site which when clicked will book t Lire la suite
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4 Réponses
Participant
Février 13, 2025 05:21
UPDATE: I have managed to get this to work. My IP was confusing the testing so after a few more rounds in incognito we have got it to work. Thank you...Lire la suite
Résolues
acarbonneau le Février 12, 2025
We have an inbound form that routes many of our leads to book a demo. The performance tab has a nice report that tells me that this form has created 400 new contacts.   I can't figure out how to create a list of those 400 contacts. I have tr Lire la suite
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3 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Février 12, 2025 09:42
@acarbonneau thanks for that context, I missed that. I think the record source detail filter is correct, but might this explain the behavior?...Lire la suite
Résolues
AHand le Février 11, 2025
I have a workflow set to branch off 50/50 and assign a contact owner. So far out of 4 submissions, they have all gone to branch 1. Is there a way to even this out? More like a round robin?
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Février 12, 2025 00:23
Hi @AHand , Yes, there is an option to round-robin-rotate records, yes: https://knowledge.hubspot.com/records/how-to-set-a-record-owner#rotat...Lire la suite
Résolues
Bashea le Février 11, 2025
I changed criteria for workflow - so now like 100 people shouldn't be in the workflow. Question will they still get the emails since they are "in it" already - or since the criteria changed - when it goes to execute on say email #4 - it won't send b Lire la suite
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5 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Février 11, 2025 09:54
@Bashea when you click into the enrollment criteria box, you can change to an "Unenrollment" tab in the left sidebar. If you can specify who exactl...Lire la suite
fuzzmartin le Février 10, 2025
Hi everyone! I'm working on a company / lead scoring model in the new Lead Scoring tool using company data enriched with Breeze AI. It is currently set up to score based on varying levels of Annual Revenue (e.g., ">1,000,000,000", ">500,000, Lire la suite
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1 Réponse
Gestionnaire de communauté
Février 11, 2025 05:41
Hi @fuzzmartin , I hope that you are well! Thanks for asking the HubSpot Community! For information, here are some resources that might be of in...Lire la suite
Résolues
Caradcliff le Février 10, 2025
Hello - We have a multiple forms that leads can fill out to receive a different gated e-books. I want leads who fill out that form to route to a nurture workflow that sends weekly newsletter emails (separated by industry). Unfortunately, you canno Lire la suite
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1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Février 10, 2025 12:48
Hi @Caradcliff , @Caradcliff wrote: Unfortunately, you cannot route form submissions to a normal workflow, only a simple workflow - so I ...Lire la suite
Résolues
DJames79 le Février 10, 2025
Hi all, Onbaording at the moment, we had setup a general linear lead score via the settings menu. Then last week I saw there is a Lead Score item under the Marketing menu, when opened it shows no lead scores setup. I checked the previous one and Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Février 10, 2025 05:48
Hi @DJames79 , Correct, this is a new and separate scoring tool: https://knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool ...Lire la suite
RPopovich le Février 06, 2025
Hey HubSpot Community, I’m looking for a scalable solution to help a client with a high-volume email sending challenge. They send over 250 emails per month to 1.3 million records , and we’ve recently launched a daily newsletter (Monday–Friday Lire la suite
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1 Réponse
Gestionnaire de communauté
Février 07, 2025 11:22
Hi @RPopovich , Thanks for reaching out to the Community! I’d like to invite some of our experts to join the conversation and get thei...Lire la suite
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