Lists, Lead Scoring & Workflows

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ulsa on May 26, 2023
Hiya, does the CRM free tier allow for email and text reminders to follow up with a lead?
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 13:12
Hi @ulsa , If tasks are assigned to a HubSpot user they can be set to notify the user via an email reminder, mobile push notification, or more
davidlazar on May 26, 2023
Hi the logical conditions in list filters are set up very user unfriendly. In my example I want users who filled either form 1 OR form 2 AND at the same time who also have marketing subscription. Currently I have to add the email subscription op read more
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 13:22
Hey @davidlazar , thanks for reaching out! You may be limited in terms of selecting specific forms, but there are likely some workarounds that can more
ukhubspot on May 26, 2023
Hi All 👋 Has anyone found a workaround to conditionally send an email in a workflow based on contact properties? In this example, we have a nurturing sequence that goes to all clients. We only want to send Email A to people who haven't purchas read more
0 upvote
2 Replies
May 26, 2023 07:48
Thanks for the reply. This is possible, but it gets a little messy when we would need to have a new workflow for every potential branch. We're more
CNonato on May 25, 2023
Hi! Here is my situation: When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list). Is there a read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 25, 2023 12:54
Hey @CNonato , thanks for reaching out! This is a great question. Since you're using active lists, you just need to ensure that the contact more
Melvin77 on May 25, 2023
Dear all! I want to create a dynamic list of contacts that are associated with a deal and that deal is in turn associated with a specific company (so the contact is not associated directly with a company). In other words, I want to filter the co read more
0 upvote
1 Reply
Member | Diamond Partner
May 25, 2023 17:11
Hmm, yeah this just seems to be a limit of filtering functionality in HubSpot. When filtering for associated Object records, we are tied to the more
HNascimento on May 25, 2023
Does anyone know of a way to create a lead scoring history? To understand the evolution or not of the lead score?
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 25, 2023 08:59
Hey @HNascimento , thanks for reaching out! This is a tricky one — you can get some basic scoring history if you hover over the property on more
LBennett7 on May 24, 2023
Hi, I have a report showing 'date entered marketing qualified lead' (lifecycle stage pipeline'. I'd like to be able to create a workflow trigger based on everyone who entered this stage more than 90 days ago or some other timeline. OR if I can't do read more
0 upvote
4 Replies
May 25, 2023 15:47
Hi @Ben_M thanks for your help here, I tried searching again with the correct spelling but I don't have access to this field unfortunately 😞
Rajib_alimul on May 23, 2023
Hi Folks, I want to create an automation that will create a task every time call outcome is logged as BUSY. I can manually create this while logging call but any idea to do it through workflow? TIA Rajib
0 upvote
3 Replies
Hall of Famer | Partner
May 24, 2023 11:43
Hi @Rajib_alimul , Correct. Without working with the API and coding a custom solution, this is unfortunately the closest you can get via more
Rajib_alimul on May 23, 2023
Hi Folks, So I have been trying to capture the number of activities performed between two dates, let's say between the contact create date and become a customer date. I was trying through the workflow but I could not figure out the enrollment cr read more
0 upvote
1 Reply
Hall of Famer | Partner
May 24, 2023 00:15
Hi @Rajib_alimul , Happy to help here. Historically, I'm afraid, this is not possible. Going forward, you could create a custom number more
RMenezes on May 23, 2023
I'm trying to use the Tickets property in Lead Scoring but cannot find where to do this. I've looked into all categories of scoring criteria but haven't come across this yet. Is this under any main category or just doesn't exist?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2023 00:19
Hi @RMenezes , You're correct, this is currently not possible. Other users have requested this before: more
JKesler on May 19, 2023
Using gmail integration that tracks when my boss sends an email to a customer. I understand that I can go to the customer and click on them to see the email thread, but is there a way to automatically send me a noticfication when this happens so I d read more
1 upvote
1 Reply
Accepted Solution
Top Contributor | Diamond Partner
May 19, 2023 16:12
Hi @JKesler , You could try the criteria of: Contact property: Last Activity Date: is known and see if that works. Two things more
AMassarella on May 18, 2023
Hi, I am setting up hubspot scoring for the first time! I want to be able to group 'All Marketing Email Opens' - at the moment it seems that I have to do this by every indivdual email? Is that correct or is there a better way of doing this?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 18, 2023 13:13
Hi @AMassarella , You're correct, there isn't a grouped filter option. A lot of users have requested this before: more
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