Lists, Lead Scoring & Workflows

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FSabatini on March 31, 2023
Hi, The thing is as follow: I have a landing page with a form on it. I've created a workflow that send a piece of email depending of the choices of the lead chosed in the form. Everything works just fine. But the issues starts when the s read more
0 upvote
1 Reply
Hall of Famer | Partner
April 01, 2023 03:57
Hi @FSabatini , Have you enabled reenrollment for the form submission in the workflow? more
CDugan2 on March 31, 2023
Hi all, I was wondering if it was possible to make an if/then branch on a workflow depending on if a prospect is net/new or already existing in the database. Say after they fill out a form, for example. I've been unable to find any collateral read more
Key Advisor
March 31, 2023 15:04
@CDugan2 In the example of filling out a form, your Workflow (WF) could lead with: Contact fills out form IF unique form submissions is more
NFlynn7 on March 30, 2023
I put a subscribe box in my blog, but I can't find a list where subscribers populate. Where in the world do they go?
0 upvote
3 Replies
Accepted Solution
March 31, 2023 02:22
Hi @NFlynn7 , The best way to do it is; 1. Edit the form you have created for the subscription > then go to options 2. Set lifecycle stage to " more
Gea on March 30, 2023
Hi everyone! I tried to create a workflow so that when the lead status on Hubspot is changed, the lead status will automatically change on Google Sheet, but it doesn't work. When I change the lead status on Hubspot, the status won't change in read more
0 upvote
8 Replies
Key Advisor
March 31, 2023 05:41
There is no re-enrollment on your workflow currently other than manual. Add entry criteria that the Lead Status is known and use that for more
Laura16 on March 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 29, 2023 21:14
Hi @Laura16 , If you want to set contacts to marketing contacts, you would follow these steps: more
yychaley on March 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 upvote
1 Reply
Top Contributor | Partner
March 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). more
AMbeboh on March 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 read more
0 upvote
17 Replies
Accepted Solution
Hall of Famer | Partner
March 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 more
NatanPujadas on March 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 read more
0 upvote
2 Replies
March 31, 2023 01:21
We are only using Zoho Bigin, which has no integration with HubSpot. There might be some thing available via API's, but as I am not familiar with more
RandyPat on March 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 read more
0 upvote
1 Reply
Top Contributor | Partner
March 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: more
Billseng on March 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 read more
0 upvote
2 Replies
Accepted Solution
March 29, 2023 06:58
Two workflows! That didn't even occur to me - thanks for the suggestion!
CShill on March 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 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 more
Ceekay100 on March 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 28, 2023 08:51
Hi @Ceekay100 , Yes, you can navigate to Menu > Contacts > Lists > Create list > Contact-based > Active list > Add filter & more
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