Lists, Lead Scoring & Workflows

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Felipe-CS on September 23, 2022
Hello, My marketing team has suggested having a contact property that receives the Deal Stage, so they can export and analyze data without having to worry about associating deals and contacts. They would rather just export the contact database a read more
0 upvote
3 Replies
Top Contributor
September 24, 2022 10:43
Hi @Felipe-CS - It is not a good practice to get the values of deal stage on conatcts by copying it beause of multiple associations between both...read more
GAlonso on September 23, 2022
Hi everyone, Just wanted to double check something; if in our scoring criteria stating "If visited URL contains XX" then +5 points. Would this be cumulative? Ideally we would like to add points per number of pages. Thanks all.
0 upvote
1 Reply
Hall of Famer | Partner
September 23, 2022 06:34
Hi @GAlonso , Unfortunately not. If you want to count repeated visits, you have to add those as separate, additional criteria and use the "Ref...read more
aignatov on September 22, 2022
Hi, I have an excel document from a third party data provider with company names and their respective web domains. These companies already exists in hubspot. However, I'd like to be able to upload the excel, and have HubSpot match the web domain read more
0 upvote
3 Replies
Hall of Famer | Partner
September 22, 2022 21:26
Hi @aignatov , Yes, this can be done. Let's assume for a moment that you already imported the companies. Your first step would be to cre...read more
DHehl on September 22, 2022
Liebe Hubspot Community, aktuell erstelle ich einen Workflow... und zwar sollen Tickets, die in die Support-Pipeline einfließen und bestimmte Stichwörter enthalten (entweder im Betreff, oder im kommentarfeld) als Spam markiert werden und sof read more
0 upvote
1 Reply
Hall of Famer | Partner
September 22, 2022 04:27
Hallo @DHehl , möglicherweise ist dein Workflow schneller im Schließen des Tickets, als die typische Ticket-Automatisierung, die im Hintergrun...read more
Solved
MCross7 on September 22, 2022
Good day, I'm not sure how to fix the issue of Unenrolled because it was merged with another record I have selected "YES" to "When two contacts are merged, should the newly created contact enroll..." Why did it unenroll my cus read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
September 22, 2022 02:56
Hi @MCross7 , Not out of the box, no. You would have to create a branch at the beginning of the workflow, checking whether a contact has alrea...read more
CQ17 on September 21, 2022
I have a simple workflow that enrolls a contact into another workflow based on list membership. I've had 3 contacts in the past few days not get enrolled in the other workflow with an error saying " The contact was found in a suppression list" -- I read more
0 upvote
1 Reply
Hall of Famer | Partner
September 21, 2022 11:19
Hi @CQ17 , Very unusual. Just to confirm, the screenshot is from the target workflow, not the workflow which is sending the contacts to the ta...read more
Solved
KLottoShabat2 on September 21, 2022
Hi, I want to give a certain score (15) to leads we had pre-scheduled meetings with at conferences. I understand that the best way to do this is: - create a list of these contacts and import them as a list - Under the custom property 'hubspot score read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
September 21, 2022 07:15
Hi @KLottoShabat2 , If this is a yes/no property, then unfortunately this would only count one event – I understood that you want to award poi...read more
CGattucio on September 16, 2022
Hello, My team is in the integration process with Marketing Hub and we're having trouble understanding how to connect newsletter subscribers from the website to a workflow that drops the contact information into a specific list. We have 5 separ read more
0 upvote
1 Reply
Key Advisor
September 16, 2022 14:05
You don't need lists for subscriptions with Hubspot. If you have a form (assuming GDPR opt in) that will add a contact to a subscription without a w...read more
Solved
MMDC on September 16, 2022
I'd like to set up a workflow that identifies contacts who: Visit a particular page at least 3 times and Within a two-week period. Is that possible? The straight-forward filter, "page view," only allows number of views or by date -- not bot read more
1 upvote
2 Replies
Accepted Solution
Guide
September 17, 2022 13:34
Hello @MMDC , I had tried these filters on my side as mentioned in your example I hope these filters works for you also. So firs...read more
KClancy11 on September 16, 2022
When importing contacts from a csv file, the dashes in email addresses keep ebing replaced with special characters. How do we stop this from happening?
0 upvote
1 Reply
Key Advisor
September 16, 2022 14:32
Sounds like an issue with the encoding of the file when you are saving as a CSV. Can you describe how you are saving the csv file?
LTilley on September 16, 2022
Hi, I was wondering if you could help. I am creating a workflow which is triggered by someone completing a form on a landing page. Once completed they will then be sent an email which has two options, a Yes option and a No option. If the read more
2 upvotes
1 Reply
Guide
September 17, 2022 14:12
Hello @LTilley , I had tried one way, I suggest to check first that email you have sent them is opened by them or not and if opened then you ...read more
Solved
ZChurney3 on September 14, 2022
Hello everyone! So sorry to be blowing up these boards today! For those who have had to overhaul your existing Lead Scoring system, what would be the best way to go about updating historical data pertaining to property field values and scores en mas read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Partner
September 15, 2022 15:04
Hi @ZChurney3 I would recommend the following if you have workflows, lists, etc. associated to the lead score. 1 - create a property t...read more
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