Lists, Lead Scoring & Workflows

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StellaF on August 17, 2022
Hi, I would like to create a list where I can filter contacts who enrolled for a specific Email subsricption (in this case newsletter subsription) + plus filter the date the contacts entered the email subsription. Is this possible, and if yes, ho read more
0 upvote
1 Reply
Hall of Famer | Partner
August 17, 2022 04:58
Hi @StellaF , This is not something that you can filter lists by out of the box, unfortunately. However, it looks like you're on a Professiona...read more
foggypalms on August 16, 2022
I am having a similar issue: I would like to setup a workflow to duplicate a deal from one pipeline to another (in reality, create a new deal in the other pipeline and copy over the applicable properties) IF a condition is met AND a deal associated read more
1 upvote
4 Replies
Contributor | Platinum Partner
August 17, 2022 16:26
No problem! Hope you're able to accomplish what you're after! That "any associated deal" enrollment option is tricky for sure — anything you ca...read more
Solved
SPark32 on August 16, 2022
Hi HubSpot users, I made a form including 'Name' property, neither 'First Name' nor 'Last Name'. All properties in the form are mandatory fields to submit. I also made an active list using the form. However, when I clicked my list, NAME fiel read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
August 16, 2022 01:47
Hi @SPark32 , The Name column in lists automatically concatenates first and last name from the default first and last name properties. If yo...read more
DSKEETERS on August 15, 2022
Our conferences provide a pre-attendee list that is specifically a one-time use only. Any tips on how to add these contacts and then remove them afterward?
0 upvote
2 Replies
Hall of Famer | Partner
August 15, 2022 10:50
Hi @DSKEETERS , HubSpot doesn't have a specific feature for one-time usage of contacts. However, you can leverage different tools to achieve t...read more
ZoeCohen on August 13, 2022
Hello! I'm new and muddling my way through. Appreciate the help in advance. 🙏 1. I have a web form that is flowing into my marketing contacts. I need these tagged (or categorized) as B2C, and also noted the form they came through. What's the bes read more
0 upvote
1 Reply
Hall of Famer | Partner
August 13, 2022 09:19
Hi @ZoeCohen , 1. Yes, you can pass contact property values with hidden form fields . You would create a custom property for the categorizati...read more
NicoPlinke on August 12, 2022
Hi, In our company we have to funnels, one for Sales and one for Customer Success. Once a deal enters the free trial stage in sales, a workflow triggers to create a deal in the Customer Success funnel to set up the environment. The sales team quick read more
0 upvote
3 Replies
Most Valuable Member | Elite Partner
August 16, 2022 01:26
Hi @NicoPlinke Is there anything on the erollment tab of the workflow details for this specific deal?
CGreibig on August 11, 2022
Hi, I want to target certain titles that should have signed up to our cloud but have not done it yet. When I try to select the form, I only have the option of displaying those that filled it out but how can I display those that have NOT filled read more
0 upvote
2 Replies
Member
August 11, 2022 05:10
Thanks for this information! Very useful for me.
SylwiaG on August 08, 2022
Hello! We would like to create a field that is populated with the date of last note created. We actually thought it would be easy to do via workflows, but they don't include notes... The thing is - we want to filter the companies by last not read more
0 upvote
2 Replies
Member
August 08, 2022 13:40
Hi @SylwiaG , This is not possible at the moment in HubSpot. But we can suggest this to HubSpot to include this feature in future versions. ...read more
MQayyumHalele on August 04, 2022
Background: I am setting up a workflow to notify my service team through emails on some particular tickets. The notification consist of JIRA tokes such as JIRA issue ID and JIRA issue links. These tokens are not populated in the emails created event read more
0 upvote
1 Reply
Community Manager
August 05, 2022 01:00
Hi @MQayyumHalele Thank you for reaching out and for the details! This does like a complicated set up/issue - for this I would recomm...read more
Solved
GHunt5 on August 03, 2022
Is it possible to prioritize one workflow over another for email sends if they happen to occur on the same day i.e. Webinar invite, Newsletter, and X all end up being scheduled to go out on the same day. Could you prioritze the webinar invite read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
August 03, 2022 11:48
There's no easy click priority that I am aware of. You would likely have to build a filter checking if they received a webinar in the last {#} days f...read more
03279 on August 03, 2022
Hey Hubspot Community. Can someone provide me feedback or suggestion around automating lead scoring. For eg at the moment I have to manually go and add new forms as a score. We have every week a new marketing collateral download form and each read more
0 upvote
1 Reply
Most Valuable Member | Elite Partner
August 03, 2022 03:37
Hi @03279 I don't have a solution that can automate the updating of lead scoring rules. But I have these two suggestions: With HubSp...read more
SzCzudowski on August 01, 2022
Hi! I have a problem - i created a list for one non-hubspot contact form. The messages from this form appears on this list but i want to exclude this messages from the global inbox. Is there such option? My point is to be sure that this user ema read more
0 upvote
2 Replies
Member
August 02, 2022 12:49
Hi Pam, thank you for your reply. The inbox is just inbox for all people in company. Maybe i described it wrong. We have a form something like invi...read more
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