Hi, still new to HubSpot so I appreciate any advice. I'm trying to get information on contacts' website activity, say, generating a list of contacts who have visited a given page. I have found a number of community posts ( this one , for example read more
Thanks for your response. I understand I can filter for specific urls under "First page seen" and "Last page seen." The community post linked in my q...read more
Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a lis read more
Hi @MLatulippe ,
The best option is indeed to add a step to your workflow that sets the value of a custom date property to the current date. H...read more
Hi! Is there any way I can automatically convert a list from being active to static? I have active lists for attendees at events I hold, but would like them to become static after the event is over (when the event date has passed). Is there a read more
Hi @brannylin ,
If your question is whether lists can automatically convert to static after an "expiration date", then currently no, this is n...read more
Hi, I am trying to find a way to add bigger group of contacts (20-100) to a static list which is not defined via a property (it is actually to update a property which is multiple choice). We have the record ids or emails of these groups, but cannot read more
@TBaltus if you have the email addresses, this approach should work 🙂 https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separa...read more
Hi Community, I'm currently facing a challenge with managing a contact list in my HubSpot account and was hoping to gather some insights or advice from this knowledgeable community. Issue at Hand: I have a contact list that I'm unable to d read more
Hi @NJ_001 , If you go to your lists view, you should be able to see the dependencies by clicking on the "Used in" Column. This is what it shou...read more
I'm trying to create a list of all our contacts that have two primary companies assigned. I was hoping I'd be able to make a selection using the primary company field but that only seems to respond to the name of the company, and not the value of to read more
@EvaUR nice, that'll do. You'll create a calculation property (on the contact object) like the one shown below and then you can filter for it being...read more
I would like to create a workflow to email the following contacts: Contacts whose associated company don't have a deal. Why? Because it doesn't make sense for me to offer our solutions to contacts where we already have a deal with their read more
Hi everyone, if I go to the performance tab in one of my lists, I can see the count of contacts in this list who engaged in the last 30 days (visited our website, opened an email, converted on a form, etc). Is there a way how I get data on read more
Hi @LukasKay
That depends on the filter criteria of your list. If these are contacts who "engaged in the last 30 days", then this will only ...read more
Hi All, First time poster trying to get help making a list. I have spent time trying to create a list showing customers who have not received a Gift from our company. Going through "Lists" i have created a new static list with the following fil read more
Hi @RReicker ,
Whenever you're trying to find records that have not had any touchpoint with something, it's better (and as far as I know the o...read more
Hello - I have a question regarding list numbers. I apologize in advance if it gets confusing. I have a client that has multiple segmented lists and one main list he sends marketing emails to regularly. He noticed when selecting all of the segmen read more
Hello! I would like to create a list based on the following criteria: - contact completed/was enrolled at some point in a workflow - contact has a score x I used goals in workflow, but that unenrolled the contact. When creating a list, I can only read more