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Lists, Lead Scoring & Workflows

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RiccardoPisani on December 07, 2022
List performance trend line - updates/changes markers
Dear HubSpotters 🤖 , in the past we had the possibility so see all the points in time when a contact list was modified directly on the trend line of the list perfomance within the performance tab. It was so convenient since we could easily spot read more
Reply Contacts Lists Marketing
2 upvotes
0 Reply
DGuzman86 on December 07, 2022
Suppressing incoming data files
This is a follow-up question regarding using HubSpot as a hub for incoming leads from an external data source before sending them to a 3rd party app. Is it possible to suppress any files that may already be part of a different HubSpot campaign? We read more
Reply Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 07, 2022 12:08
Hi @DGuzman86 , This depends on the integration settings – some integrations let you specify which contacts should be synced (e.g. by list mem...read more
DGuzman86 on December 07, 2022
Using HubSpot as a hub for data before sending to a 3rd party app
Investigating bringing leads into HubSpot before sending the data to a 3rd party app, can we designate incoming contacts as non-marketing before hitting HubSpot so they don't trigger an action from an existing HubSpot campaign and incur additional s read more
Reply Enterprise
0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
December 07, 2022 12:00
Hi @DGuzman86 , Unless you have workflows set up which automatically pick up each new contact (e.g. enrolling by Create date is known) and mar...read more
ESvendsen on December 07, 2022
External Communication Permissions
I am trying to create a workflow where i can send an email to someone who signs up using our HubSpot Registration Forms. We currently dont' have anything being sent to someone who is captured in the database from filling out one of our HubSpot Regis read more
Reply Workflows
0 upvote
5 Replies
ESvendsen
Participant
December 07, 2022 08:06
Hey Karsten, That must be the issue. I don't have those and reached out to our SuperAdmin to change those. Thanks for your help.
JAcosta77 on December 06, 2022
How to export all deals with their contact information
I need to export all my deals with their contact information (or a list of contacts with their deal properties). I can export deal information and in a separate file, I can export a list of contacts but unfortunately I cannot merge them since there read more
Reply Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 06, 2022 14:06
Hi @JAcosta77 , With a Professional subscription, it's possible to create a cross-object report for contacts and deals and then export the rep...read more
NMacLean on December 06, 2022
Lead score ranges
Hello, As most of marketers I use the Hubspot score property to measure the quality of my leads. The score my leads get goes from 0 to +5000 pts and I consider each time a lead re-scores 1000 pts it is re-qualified by our marketing actions. In read more
Reply Knowledge Base Marketing
0 upvote
1 Reply
NKieran6
Contributor
December 06, 2022 06:31
Hi - I understand what you'd like to do as I used to produce these types of monthly reports for an airline loyalty program to track migration up and ...read more
Solved
M_CD on December 01, 2022
List of visitors who visited 2+ urls
Hi all, I'd like to make a list containing visitors who have visited two or more urls out of a list of individual urls. Who can help me with this?
Reply Contacts
1 upvote
1 Reply
Accepted Solution
Chriso-mwx
Guide | Platinum Partner
December 01, 2022 04:14
Hey @M_CD , I assume you've tested this approach already to create a list: The other thing that I can think of is to create a sc...read more
Solved
JTurrell on November 30, 2022
Categorising forms
Hi, I feel it would be good to be able to categorise Hubspot forms with tags or something similar that could then be chosen / applied through lists, workflows and lead scoring. As an example, we're interested to know if a contact has downloa read more
Reply
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 30, 2022 04:02
Hi @JTurrell , I agree, this would be a useful feature. You could submit this to the HubSpot Ideas section of the community: https://communit...read more
Solved
ISiingh on November 28, 2022
Moving Meetings from "Scheduled" to "Completed"
How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.
Reply Meetings
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 28, 2022 21:41
Hi @ISiingh , This is unfortunately currently not possible. There aren't any out of the box capabilities for activity automation. HubSpot does...read more
wase90168 on November 25, 2022
Workflow e-mail-abonnement trigger "Contact has opted into one of..." would be helpful
Hi Hubspoters, I have just tried to enroll contacts to a workflow if they are enrolled in at least one of my e-mail-abonnements. Currently there are the three filter possibilities: Contact has opted into all of Contact has opted out of all of read more
Reply Workflows
0 upvote
2 Replies
wase90168
Member
November 25, 2022 07:18
Hi @franksteiner79 , Thank you for your quick reply. The workflow was about mailing, but not about GDPR. I created it to make shure that all c...read more
Solved
Annikasn on November 24, 2022
Trigger for All associated deals
In our case where a contact can have several deals, it would really help if there would be an option in the workflows triggers but also in the list filters that one could choose "All associated deals"... instead of the by default "Any associated dea read more
Reply Workflows
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 24, 2022 23:33
Hi @Annikasn , You could leverage a calculation property here: https://knowledge.hubspot.com/crm-setup/create-calculation-properties ...read more
LMillán on November 24, 2022
Deal ID tag needed for workflow creation
We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow change read more
Reply Deals Tasks Workflows
0 upvote
3 Replies
deepikaverma
Top Contributor
November 24, 2022 20:52
Ideally your task owner and contact owner would be same.
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