Lists, Lead Scoring & Workflows

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Laura16 on März 29, 2023
Hi. I am still trying to mark my marketing contacts. However, I am finding it difficult to do this easily. As an example, I need to mark specific customer contacts as marketing contacts. I should be able to build a Contact View of all my customer c Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
März 29, 2023 21:14
Hi @Laura16 , If you want to set contacts to marketing contacts, you would follow these steps: https://knowledge.hubspot.com/contacts/set-con...Beitrag ansehen
yychaley on März 29, 2023
If I want to send an SMS in a workflow to a list, is there a way to split the list into waves. Example: contacts in a list are 1103, but I want to send the message to 552 contcats at 11:00AM and 551 contacts at 2:00PM ?
0 Likes
1 Antwort
Stratege/Strategin | Partner
März 29, 2023 09:07
Hey @yychaley you can use the new feature of "Random Sampling" from the list view. Then set the sample to 50% to split it (see screenshot). T...Beitrag ansehen
Gelöst
AMbeboh on März 29, 2023
I am tryinto enroll markeitn contacts into our campaign workflow. And the recent contacts have moved to stage two of the flow instead of starting at the beginning. How do I rectify that and ensure the next contacts are enrolled into the beginning of Beitrag ansehen
0 Likes
17 Antworten
Accepted Solution
Berühmtheit | Partner
März 29, 2023 06:49
Hi @AMbeboh , You could put it that way, yes, HubSpot will only show you how many contacts are in an action if they are there right now, see m...Beitrag ansehen
NatanPujadas on März 29, 2023
I recently added the Zoho Invoice Integration to Hubspot via Marketplace. Now I'd like to add that in a Workflow, to automatically add the price from a quotation made in Zoho to the Deal's value in Hubspot. But I cannot find the Integration on th Beitrag ansehen
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0 Antwort
RandyPat on März 29, 2023
Hello, My sales team frequently includes language such as " Sign our contract by clicking here " in their emails, and I am interested in exploring ways to trigger a workflow based on clicks of that link. Is there a solution you can recomme Beitrag ansehen
0 Likes
1 Antwort
Stratege/Strategin | Partner
März 29, 2023 09:24
This is just an IDEA oh now to solve this: @RandyPat if you are using sequences, you could trigger a workflow based off the following: ...Beitrag ansehen
Gelöst
Billseng on März 28, 2023
Hi- My company sells helicopter parts both online (WooCommerce) and over the phone/email. Since some parts can be pricy, it's not unusual for a customer to add a bunch of stuff to a cart in WooCommerce, and then (eventually) contact us trying to ge Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Teilnehmer/-in
März 29, 2023 06:58
Two workflows! That didn't even occur to me - thanks for the suggestion!
CShill on März 28, 2023
Hello, I am trying to create a lead score for all contacts that are members in certain lists based on nomenclature (e.g. lists that start with 'Event'). I need this to include lists that we will create in the future that start with 'Event'. Is t Beitrag ansehen
0 Likes
2 Antworten
Berühmtheit | Partner
März 28, 2023 21:44
Hi @CShill , Unfortunately, this is not possible, no. With the exception of the Recent conversion contact property which lets you filter for s...Beitrag ansehen
Gelöst
Ceekay100 on März 28, 2023
Hi, Not sure if this makes sense but I'll give it a shot. I have a file (pdf) behind a form, I would like to be able to have a list of the users that have filled the form. I believe it's possible for hubspot to gather those contacts automati Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 28, 2023 08:51
Hi @Ceekay100 , Yes, you can navigate to Menu > Contacts > Lists > Create list > Contact-based > Active list > Add filter &g...Beitrag ansehen
SMorgan3 on März 27, 2023
Hi there, not sure this is the right location to post this, if anyone knows of a more appropriate place please let me know. I'm trying to build a workflow to invite customers to a training session where they get a follow up email if they haven't Beitrag ansehen
0 Likes
3 Antworten
Stratege/Strategin | Elite Partner
März 28, 2023 01:11
Hello @SMorgan3 Are these meeting links that you have specially created to book meetings for this training? If yes, maybe you can try some...Beitrag ansehen
Gelöst
CelineHermans on März 24, 2023
Hi experts, Would love to hear your thoughts on this problem I've been facing regarding a workflow. I want to send an automated e-mail to all contacts associated to a company as soon as that company becomes a customer. So ideally it would be Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Koryphäe | Elite Partner
März 24, 2023 06:40
Hi @CelineHermans As long as you do not enable re-enrollment on that company lifecycle stage property, and when activating the workflow do n...Beitrag ansehen
Faslo on März 23, 2023
Hi Community, Hi Hubspot Team, I want to bring your attention to an issue that we've recently encountered with Hubspot's WhatsApp Integration. Hubspot has recently released its own Whatsapp Integration. At first glance, it appeared to be a Beitrag ansehen
Teilnehmer/-in
März 24, 2023 08:08
Hi Pam, Thanks for reaching out. Though, I feel as if you have not really read my post. @PamCotton wrote: Contacts can grant explicit cons...Beitrag ansehen
Larbi16 on März 21, 2023
Hello, I have built two lead nurturing email workflows, and some contacts are enrolled in both workflows. I don't want any contact to receive more than 1 email per week so I added the same delay between emails in each workflow. The delay is "d Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
März 24, 2023 06:51
Thanks for the mention @kvlschaefer Hey @Larbi16 , my best advice since most of the nurturing emails make sense if they are gather in the same ...Beitrag ansehen
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