Lists, Lead Scoring & Workflows

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YoelBA-GDS on June 21, 2024
For each Facebook Campaign, I need to create a follow-up Workflow to assign the incoming lead to a specific project, a Lead Owner etc. I got very excited when I saw that it might be possible to create a Workflow Template that I could reuse each read more
0 upvote
1 Reply
Community Manager
June 21, 2024 17:00
Hey @YoelBA-GDS , Happy Friday! Thanks for reaching out! To create a reusable workflow for your Facebook ad campaigns in HubSpot, you can se...read more
ASpencer0 on June 20, 2024
Hello! Is it possible to create a list when someone clicks on a specific link in a marketing email? (marketing hub starter) Using the links to track what people are interested in to better reach out to them
0 upvote
1 Reply
Most Valuable Member | Elite Partner
June 20, 2024 20:32
Hi @ASpencer0 happy to help! Yes, it's possible to create a list based on a specific link in a marketing email. Here's how: 1 - create ...read more
EWhichard on June 20, 2024
I imported a list as a company list, had no errors and said that it was uploaded but when I go to the "list" tab and click on it, it's not showing. When I click on "companies" in hubspot all of the new companies from the list are there from what I u read more
1 upvote
1 Reply
Top Contributor
June 21, 2024 02:48
Hey @EWhichard If you have successfully imported a company list and the companies appear under the 'Companies' section but not under the 'List' t...read more
SteveTa on June 13, 2024
There doesn't appear to be a way to use the view data from document shares and drop those contacts into a list. Basically, I want to have a group filter which looks at adding anyone to a list that has viewed the document URL. I've tried adding the U read more
0 upvote
1 Reply
Contributor
June 13, 2024 11:05
Hi @SteveTa Unfortunately right now this is not possible in HubSpot. See a thread here from years back requesting this and the latest update...read more
Solved
GTorres0 on June 13, 2024
Hi everyone, I am currently trying to trigger a workflow based on deal properties (not a deal itself). Currently, the form is housed on FormCrafts.com due to its customizability and it allows you to create/update deal properties in HubSpot. Is i read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 13, 2024 08:37
Hi @GTorres0 , Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact prop...read more
Solved
LKelman on June 12, 2024
Hi Team, Can i build a list in hubspot of the primary contact of a company? Thank you
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 12, 2024 15:06
Hi @LKelman , How exactly are you documenting who the primary contact is? Assuming that you're doing this through an association label, ...read more
Solved
asiaferguson on June 11, 2024
Hi - I'm sure I'm overthinking or not seeing the solution I need, but I'm stuck on creating a workflow with what I think would be multiple triggers or I need to set it up with branches in which case I'm not sure what the trigger would be. Basical read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 12, 2024 00:01
Hi @asiaferguson , Correct, "is known" will work. You don't have to list all values manually in the enrollment criteria in this case. If...read more
SLocken on June 07, 2024
Hi all - I want to update my lead scoring and wondered if anyone has any advice for tweaking what we're doing. Additionally, we move lifecycles based on score, so 0-10 is a subscriber, 10-50 is a lead and 50 move to MQL and then after researching it read more
0 upvote
2 Replies
Contributor
June 10, 2024 03:49
Hi @SLocken I've set-up quite a few lead scoring systems for my clients in the past and some successes I've seen are having a variety of score...read more
Solved
Ben_356 on June 05, 2024
Hi HubSpot Community, I am working on creating a workflow wherein the target audience is those folks that downlaoded our product using their personal id like gmail.com. The goal of this workflow is to nurture them so that they provide their busin read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 06, 2024 00:28
Hi @Ben_356 , There is a setting in forms that tells HubSpot to either treat a new email address like a new contact or update an existing cont...read more
Solved
CraigByer on June 05, 2024
I am tryng to figure out the best way to bring together contacts who are viewing several of our website pages in a certain topic. I am trying to create the biggest list possible based on views, but what I don't want to happen is they have to view read more
0 upvote
1 Reply
Accepted solution
Key Advisor
June 05, 2024 08:56
In the active list if you set the page view filter looking for those URLs and use the OR filter in the grouping instead of AND then you will get the ...read more
Solved
SergioD on June 04, 2024
I was trained to change the status of a contact from "Marketing Qualified Lead" to Subscriber to keep the contact from receiving more emails from a workflow. We did that after a contact received an email and replied so they wouldn't get the 2nd emai read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
June 04, 2024 09:20
@SergioD the workflow is not looking at lifecycle stage at all as far as I can tell. Please make sure to specify the lifecycle stage subscriber in ...read more
Solved
JNunez6 on June 04, 2024
Hi! I would like to make a deal-based workflow where we will send emails to contacts from a deal. I'd like to make it so that the workflow ends once one of the contacts from the deal responds to the email/s sent. Is this possible? Should I create read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 04, 2024 00:51
Hi @JNunez6 , If the automatic unenrollment criteria for sequences don't interfere with what you're trying to do, then I'd go with a sequence:...read more
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