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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
Solved
DMacdonald14 on June 03, 2024
I currently have a workflow running that is copying a contact property over to a company property. It is working as designed, however, I'm struggling with backfilling historical information on companies where multiple contacts associated. Here's t read more
Accepted Solution
Hall of Famer | Partner
June 04, 2024 00:12
Hi @DMacdonald14 , If you create a company based workflow and copy from contact to company, you can specify to copy the value from the conta...read more
Solved
cbuoscio on June 03, 2024
Hello, We send marketing emails to staff and internal network partners. I've set up subscriptions for the lists but don't want our general public customers to be able to subscribe to these private lists. Any way around this? Thanks, Chris
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 03, 2024 14:27
Hi @cbuoscio , There are a few ways to approach this but none is really satisfying. One way would be to adjust the preference page templ...read more
CNacca on May 30, 2024
Hi all! We previously had a lead score set up where we had a score field and if the lead was disqualified they lost 100 points. However, we want the option for the lead to reengage so we have a flow to move them back to MEL where they then shoul read more
0 upvote
8 Replies
Participant
June 11, 2024 11:33
Oh wow, that's so good! Thank you so much!
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