Lists, Lead Scoring & Workflows

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zhikai93 6月 24日, 2024
Hi, I exported my contact list to XLS file in order to update and remove duplicate contacts and fake email addresses. Now I want to import the updated XLS file into Hubspot. How do I go about this? 1. Do I just import the file into Hubspot and the 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
6月 24日, 2024 03:29
Hi @zhikai93 , HubSpot imports cannot remove records, they will only create new records and update records. By importing, you wouldn't be able...続きを読む
解決済み
YoelBA-GDS 6月 21日, 2024
For each Facebook Campaign, I need to create a follow-up Workflow to assign the incoming lead to a specific project, a Lead Owner etc. I got very excited when I saw that it might be possible to create a Workflow Template that I could reuse each 続きを読む
0 いいね!
2 コメント
ベストアンサー
コミュニティーマネージャー
6月 21日, 2024 17:00
Hey @YoelBA-GDS , Happy Friday! Thanks for reaching out! To create a reusable workflow for your Facebook ad campaigns in HubSpot, you can se...続きを読む
解決済み
ASpencer0 6月 20日, 2024
Hello! Is it possible to create a list when someone clicks on a specific link in a marketing email? (marketing hub starter) Using the links to track what people are interested in to better reach out to them
0 いいね!
2 コメント
ベストアンサー
最優秀メンバー | Elite Partner
6月 20日, 2024 20:32
Hi @ASpencer0 happy to help! Yes, it's possible to create a list based on a specific link in a marketing email. Here's how: 1 - create ...続きを読む
EWhichard 6月 20日, 2024
I imported a list as a company list, had no errors and said that it was uploaded but when I go to the "list" tab and click on it, it's not showing. When I click on "companies" in hubspot all of the new companies from the list are there from what I u 続きを読む
1 いいね!
1 コメント
トップ投稿者
6月 21日, 2024 02:48
Hey @EWhichard If you have successfully imported a company list and the companies appear under the 'Companies' section but not under the 'List' t...続きを読む
SteveTa 6月 13日, 2024
There doesn't appear to be a way to use the view data from document shares and drop those contacts into a list. Basically, I want to have a group filter which looks at adding anyone to a list that has viewed the document URL. I've tried adding the U 続きを読む
0 いいね!
1 コメント
投稿者
6月 13日, 2024 11:05
Hi @SteveTa Unfortunately right now this is not possible in HubSpot. See a thread here from years back requesting this and the latest update...続きを読む
解決済み
GTorres0 6月 13日, 2024
Hi everyone, I am currently trying to trigger a workflow based on deal properties (not a deal itself). Currently, the form is housed on FormCrafts.com due to its customizability and it allows you to create/update deal properties in HubSpot. Is i 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 13日, 2024 08:37
Hi @GTorres0 , Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact prop...続きを読む
解決済み
LKelman 6月 12日, 2024
Hi Team, Can i build a list in hubspot of the primary contact of a company? Thank you
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 12日, 2024 15:06
Hi @LKelman , How exactly are you documenting who the primary contact is? Assuming that you're doing this through an association label, ...続きを読む
解決済み
asiaferguson 6月 11日, 2024
Hi - I'm sure I'm overthinking or not seeing the solution I need, but I'm stuck on creating a workflow with what I think would be multiple triggers or I need to set it up with branches in which case I'm not sure what the trigger would be. Basical 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 12日, 2024 00:01
Hi @asiaferguson , Correct, "is known" will work. You don't have to list all values manually in the enrollment criteria in this case. If...続きを読む
SLocken 6月 07日, 2024
Hi all - I want to update my lead scoring and wondered if anyone has any advice for tweaking what we're doing. Additionally, we move lifecycles based on score, so 0-10 is a subscriber, 10-50 is a lead and 50 move to MQL and then after researching it 続きを読む
0 いいね!
2 コメント
投稿者
6月 10日, 2024 03:49
Hi @SLocken I've set-up quite a few lead scoring systems for my clients in the past and some successes I've seen are having a variety of score...続きを読む
解決済み
Ben_356 6月 05日, 2024
Hi HubSpot Community, I am working on creating a workflow wherein the target audience is those folks that downlaoded our product using their personal id like gmail.com. The goal of this workflow is to nurture them so that they provide their busin 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 06日, 2024 00:28
Hi @Ben_356 , There is a setting in forms that tells HubSpot to either treat a new email address like a new contact or update an existing cont...続きを読む
解決済み
CraigByer 6月 05日, 2024
I am tryng to figure out the best way to bring together contacts who are viewing several of our website pages in a certain topic. I am trying to create the biggest list possible based on views, but what I don't want to happen is they have to view 続きを読む
0 いいね!
1 コメント
ベストアンサー
キーアドバイザー
6月 05日, 2024 08:56
In the active list if you set the page view filter looking for those URLs and use the OR filter in the grouping instead of AND then you will get the ...続きを読む
解決済み
SergioD 6月 04日, 2024
I was trained to change the status of a contact from "Marketing Qualified Lead" to Subscriber to keep the contact from receiving more emails from a workflow. We did that after a contact received an email and replied so they wouldn't get the 2nd emai 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 04日, 2024 09:20
@SergioD the workflow is not looking at lifecycle stage at all as far as I can tell. Please make sure to specify the lifecycle stage subscriber in ...続きを読む
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