Lists, Lead Scoring & Workflows

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SFanning42 2月 23日, 2024
Hello, I am trying to consolidate several different workflows into one master workflow. I want to allow members in an old workflow to finish it out while diverting any new members into the new workflow. I have blocked future enrollments whi 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
2月 24日, 2024 01:44
Hi @SFanning42 , Can you please share a screenshot of the enrollment criteria of your old and new workflows? If you're saying that conta...続きを読む
ASalerno5 2月 23日, 2024
Hi there! We set up a workflow when someone applies to be a part of our community. Once a contact has been "Accepted" it is supposed to trigger an email to me to manually add them to the community. For some reason the emails aren't coming throu 続きを読む
0 いいね!
3 コメント
殿堂入り | Solutions Partner
2月 24日, 2024 01:40
@ASalerno5 are you expecting the task from step 5 to be completed before the check on the SAL decision happens? If so, there is currently no delay ...続きを読む
IuliaArtean 2月 23日, 2024
Hello, I would like to create a nurturing workflow for leads who received our offer 1 month ago and are not ready to buy yet. Was thinking to do this based on deal stage "Offer sent" and name of the deal, but when I've been trying to test this 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
2月 23日, 2024 05:46
Hi @IuliaArtean , Unless all deals have the exact name "MAGIDO HP", that would be the reason why your records are not meeting the enrollment...続きを読む
ABSims 2月 22日, 2024
I'm trying to create an automated workflow that will send specific emails when a company has reached a specific milestone. This data will be pulled in from an API. Essentially, "send this email when the company reaches X milestone, send the next e 続きを読む
0 いいね!
1 コメント
最優秀メンバー | Diamond Partner
2月 22日, 2024 19:37
Hi @ABSims Happy to help answer your question about workflow triggers. There are a few ways you can structure the workflow depending on your ...続きを読む
IuliaArtean 2月 20日, 2024
Hello, I want to know the difference between having an IF/THEN branch with different branches on email activities like email opens, email clicks and adding an OR filter (inside the IF/THEN brand) Also how are the branches counted? I unde 続きを読む
0 いいね!
11 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 20日, 2024 07:29
@IuliaArtean this is context I didn't have - this can be done in a much easier way. Simply set up the reply as a workflow goal: https://knowledge....続きを読む
JRGies 2月 19日, 2024
I Have a number of companies that are leads for a certain product line. Each of these companies may have multiple contacts. Hub spot does not automatically connect contact to company when inputing the data. I want a list of these companies 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 19日, 2024 11:39
Hi @JRGies , This is actually possible. When you create a contact list, click "Add filter" in the left sidebar, then simply watch out for the ...続きを読む
TBaltus 2月 19日, 2024
Hi, I am trying to find a way to add bigger group of contacts (20-100) to a static list which is not defined via a property (it is actually to update a property which is multiple choice). We have the record ids or emails of these groups, but cannot 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 19日, 2024 11:45
@TBaltus if you have the email addresses, this approach should work 🙂続きを読む
OMorgan2 2月 19日, 2024
Hello, We're currently struggling with creating segmented lists that can automatically update based on user behavior, such as past purchases or engagement with specific content on our website. How can we set up dynamic lists in HubSpot that a 続きを読む
1 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 19日, 2024 00:25
Hi @OMorgan2 , The default for HubSpot lists is to behave the way you described. Active lists will constantly look around for contacts that mi...続きを読む
WVine 2月 16日, 2024
Hello We have a number of redundant lists to remove, along with their contacts. But some contacts may be in a list we want to keep. So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer n 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 16日, 2024 08:01
Hi @WVine , You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and t...続きを読む
OUzun 2月 16日, 2024
I want to filter form submissions on HubSpot based on landing page views to create a list. For example, users who filled out Form A and visited URL B once. I can see which landing page led to conversions in form submissions. However, when I enter t 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 16日, 2024 07:30
Hi @OUzun , Filtering for form submissions by page in HubSpot is only supported for HubSpot pages - even with the tracking code installed, Hub...続きを読む
Dlemoine 2月 15日, 2024
Hi, I need to import a list of people who attended online vs in-person. So I created 2 separate lists for that. Some already exist on Hubspot and some are new. I still want the existing contacts to be part of the list but Hubspot won't let me b 続きを読む
0 いいね!
2 コメント
殿堂入り | Solutions Partner
2月 16日, 2024 00:14
Hi @Dlemoine , If you don't make any changes to this dropdown menu (or select it like shown) during the import process, you shouldn't experien...続きを読む
NJ_001 2月 15日, 2024
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d 続きを読む
0 いいね!
2 コメント
Accepted Solution
2月 15日, 2024 17:43
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...続きを読む



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