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CGabaston on December 12, 2024
Hello ! I'd like to have your feedback about Hubspot's best practices. I use Hubspot forms on my website (contact, download different types of contents...) and I currently have more than 100 forms in my CRM. Each form drives toward a different co read more
0 upvote
2 Replies
Member
December 12, 2024 10:23
Thanks a lot for your answer Josh ! I will explore the query strings option !
Solved
LULUDEDE on December 10, 2024
I've searched around but have not been able to find if there's any kind of field/ property, that allows the team to immediately update a text field when looking at a report? For us it doesn't matter what field type this is. Context: revenue oper read more
0 upvote
2 Replies
Accepted solution
Guide | Platinum Partner
December 10, 2024 14:08
Yes @LULUDEDE , I know how those revenue operations team review meetings about pending deals can be. We typically recommend creating an opera...read more
JPask on December 09, 2024
I'm trying to get Freeagent to sync all it's contacts into HubSpot however the integration will only allow me to select a Freeagent contact and sync that with a HubSpot contact. The problem is that Freeagent calls everyone contacts even if they read more
0 upvote
3 Replies
Contributor
December 11, 2024 06:31
Hi @JPask one way of doing this as suggested by @PamCotton is to use CSV and then import this data into HubSpot. But you are right, this will not...read more
Taeliesyn on December 06, 2024
I'm hoping i'm posting this in the correct community! I'm trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can't figure out a way to configure the system to meet the requirements, any help would be appreci read more
0 upvote
2 Replies
Member
December 06, 2024 18:55
Hi @PamCotton Thanks for the reply and tagging the resident experts. I experiemented with Custom Objects and Custom Fields, but just couldn't wrap ...read more
Colbyne123 on December 05, 2024
HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of our company/contact record read more
0 upvote
5 Replies
Most Valuable Member | Elite Partner
December 09, 2024 08:34
Interesting, @Colbyne123 . It definitely sounds like you're pushing HubSpot beyond its intended design. Besides the thought shared earlier, I'd look...read more
ahmedbs on December 03, 2024
from datetime import datetime maintDate = '' def main(event): try: input_fields = event.get('inputFields') # Get the maintenance start and end dates maint_start_date = input_fields.get('maint_start_date') maint_end_date = input_fields.get('maint_en read more
0 upvote
1 Reply
Community Manager
December 03, 2024 17:42
Hey @ahmedbs , thank you for posting in our Community! Looks like the issue lies in the variable name mismatch in your return statement. You...read more
Solved
Huntscape-Ops on December 02, 2024
I am getting ready to start a huge migration project from 50 Keap Instances into one Hubspot Enterprise Instance. Is it possible to use the Keap integration i.e. add one Keap instance and sync to Hubspot? Then remove that instance and add a diff read more
0 upvote
3 Replies
Accepted solution
Hall of Famer
December 02, 2024 19:01
@Huntscape-Ops I'm 90% certain that sync/disconnect/repeat won't be possible. The other consideration you'll need to make is regarding the tags in ...read more
MCarr2 on December 02, 2024
Hi everyone, We currently use an integration called Subskribe to manage all of our subscriptions (SaaS). The Subscriptions custom object information is: objectTypeId: 2-21331959 internal name: subskribe_subscription fullyQualifiedName: p8 read more
0 upvote
1 Reply
Community Manager
December 02, 2024 11:56
Hey @MCarr2 , thank you for posting in our Community! It sounds like your workflow is on the right track! To ensure it works as intended, co...read more
Solved
ELar7 on November 28, 2024
Hi I'm trying to sort out my company's hubspot, here is the scenario, I hope someone can help or point me somewhere: They have the Marketing subscription. 10 users Using it since 2016 About 30k records Is there a best practice way to adapt or ref read more
0 upvote
4 Replies
Accepted solution
Key Advisor | Partner
November 29, 2024 00:54
Hey @ELar7 To adapt or refine your current database for integrated use by your business development team with marketing data, follow these be...read more
Solved
MPedraza3 on November 27, 2024
Hello there! How can I visualize in the list of customers the ones that are repeated?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 27, 2024 09:44
Hi @MPedraza3 , That depends on how exactly you document purchases – but assuming that it's won deals, you could approach it with a custom cal...read more
Solved
EVatsev on November 27, 2024
Hello, I am creating a deal based workflow that will add deals to a list when a deal contains a specific line item. I created a static list, tested the workflow and it does what it's purpose is. However, it created a list automatically. Thes read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 03:33
Hi @EVatsev , Workflows don't create lists on their own. What you're experiencing are likely the lists that you can create as a preview of rec...read more
Solved
EVatsev on November 26, 2024
Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and many more. Is there a read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 26, 2024 05:50
Hi @EVatsev , Yes, you can set validation rules for (some of these) properties, see here: https://knowledge.hubspot.com/properties/set-valida...read more
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