Lists, Lead Scoring & Workflows

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JSchwarz06 on June 13, 2025
It seems like it is currently not possible to use the company based signals coming from the new Buyer Intend functionality as part of a company based engagement score... In my opinion the buyer intend signals are a textbook example/measure for a read more
0 upvote
1 Reply
Community Manager
June 13, 2025 13:04
Hey, @JSchwarz06 👋 Thanks for your feedback. If you have a moment, adding this to our Ideas Forum is the best way to get your suggestions ...read more
OJohnson777 on June 11, 2025
I made a workflow to sent out a marketing template depending on if they had email, sms or both and then added the action to enroll in the auto reply workflow I built that triggers certain auto replies based on certain trigger words like "Help" but t read more
Member
June 12, 2025 14:11
Is this using an integration or just native hubspot? because our company just has native hubspot SMS with no other integrations
Solved
prakashhinduja on June 06, 2025
I’m Prakash Hinduja Geneva, Switzerland currently using HubSpot marketing tools but facing challenges with low lead conversion rates. Despite setting up campaigns and workflows, leads aren’t moving effectively through the funnel. I’m looking for pra read more
1 upvote
3 Replies
Accepted solution
Participant
June 06, 2025 05:02
Thank you, Arisudan Tiwari, for your valuable response! I truly appreciate your insights and will definitely follow your suggestions to improve the s...read more
Solved
tylerdeion on June 05, 2025
Hey, Currently for daily marketing email sends, I would create a master list and then split it 10 times. Then M-F I would update the enrollment trigger of the workflow w/ the next list for email sends. We recently started the free trial of ops hub read more
0 upvote
2 Replies
Accepted solution
Member
June 05, 2025 23:04
Unfortunately, this isn't possible for marketing emails currently, but has been much requested. There are a couple apps that do this ( Time Turner fo...read more
Solved
JPuenter on June 05, 2025
Hi all, we've run into a problem with wokflows that has us utterly stumped. Scenario: on our website www.materna.de you can download various whitepapers. To do that you submit a form where we ask for some personal data. The usual... The w read more
0 upvote
4 Replies
Accepted solution
Recognized Expert
June 05, 2025 04:01
Hi @JPuenter That all looks okay, so I would say it is a bug. I would recommend contacting HubSpot support about this. Greetings Fran...read more
Solved
AHarring on June 02, 2025
I am working in Marketing Events attempting to upload leads from a recent conference. I prepared my import file and mapped all of the appropriate fields prior to uploading into Hubspot (adding the attended date to denote the time of our interaction) read more
0 upvote
2 Replies
Accepted solution
Top Contributor
June 02, 2025 13:43
@AHarring This is because you selected not to override the existing values. So, during the import process, the value in your import file was either...read more
Solved
Deep_Kwatra on May 26, 2025
Hey, I am having a trouble sorting down a problem that from my DB If a contact submits any form and hasn't taken any action afterwards, how will I get to know/filters involved in that list? TIA
0 upvote
2 Replies
Accepted solution
Contributor | Gold Partner
May 26, 2025 14:52
Hey @Deep_Kwatra You could build an active list using the form submission event, properties Last Engagement Date ( The last date and time ...read more
Solved
DAzcunaga1 on May 21, 2025
Hello, We have the following situation. In our company we track our members Quarter to date Revenue, each quarter they can achieve, silver, gold, platinum tiers. We are trying to set the email that lets them know when they went into each tier, read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 21, 2025 15:04
Hi @DAzcunaga1 , The easiest workaround for the missing quarterly option feels a bit dumb but... simply create one yearly recurring workflow p...read more
Solved
Patti_R on May 21, 2025
Hi all, I've done some initial troubleshooting on this, to no avail, so hoping this group may be able to help! We have a workflow where the last step sends an internal email notification. Some of our users are getting the workflow emails and others read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 21, 2025 11:40
@Patti_R very mysterious. That suggests that the email was sent correctly and lost in transit. However, you already checked all of the places where...read more
Solved
timtprc on May 20, 2025
We would like to score our contacts and companies based on their associations with custom objects, however it seems only deals, tickets and notes can be added. For example we use the "Listing" object to capture how many listings each company h read more
0 upvote
2 Replies
Accepted solution
Participant
May 20, 2025 00:59
@karstenkoehler - thanks for the prompt reply! Okay sure I have created this idea " Lead Scoring on Custom Objects " that you can upvote and in t...read more
Solved
TTram on May 19, 2025
Hi. Maybe I am missing it, but is there a way to report on when a conatcts lead score changed in the new lead score model? I see you can see the lead score history on each contact record, but I dont want to go to into ech record to see when the read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 13:44
Hi @TTram , As far as I know, no, but this could be achieved with custom date properties and some simple workflows: Create date property "...read more
Solved
SBattuello on May 19, 2025
Hello, I am trying to set an active lists.. i would like to set the following filters: Group 1: Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead and List membership is member of “Intersolar 2025 Leads” and Marketin read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 04:26
Hi @SBattuello , You'll have to split out your filter criteria across more filter groups. If I read your criteria correctly, it would have to ...read more
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