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CRM & Sales Hub

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Two way sync using a cutsom object
- Is two way sync possible using a custom object with hubspot and salesforce? We are planning to send information from a custom object in salesforce to hubspot and once that info hits hubspot, the user then fills out additional info in hubspot which then hits the custom object in salesforce. ...続きを読む
Type of Contact Filters
- Hi everyone! I would like to filter out a group of contacts which is not of my team's interest. We basically would like to filter out the contacts that have been imported by our Marketing team and has grouped them under 'EDM Mailing List'. I tried to do the Advance Filter however not sure not it works but this group still shows up on my list! Thank you for your advice in advance. ...続きを読む
Tickets are showing negative "Time to close" hours while expprting
- We've encountered in HubSpot concerning the "Time to Close" metric for several tickets assigned to our agents. It appears that some tickets are showing negative hours, indicating that they are being closed before their creation timestamps. This happens while we select multiple agents while extracting reports. ...続きを読む
Connectwise PSA integration with Hubspot error
- I've installed the connectwise PSA integration and synced our companies, contacts, and deals (CW opportunities). One strange thing is that no financial information is carrying over, rendering the whole exercise useless. Examples: - for Connectwise Opportunities with forecasted sales revenue (deals) all the forecast data is effectively ignored. The net result is what we have all our opportunities sitting in hubspot with effectivel ...続きを読む
How do I track meeting outcomes
- I'm seeing alot of posts about how to automatically create a meeting outcome, but I'm looking how to track external meeting outcomes... I have my custom fields set (Meeting: Attended, rescheduled, ghosted etc. etc.) but I can't find a way to track those stats. My team is looking to see how many "no-shows", reschedule and attended meetings for our pipeline ...続きを読む

sjudson 12月 04日, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO 続きを読む

返信ディスカッション Announcement

12 いいね！

0 コメント

GBrennan 10月 03日, 2024

Filter

When I click companies and enter the grid views there's a quick filter for things like "Company Owner". Is there a way I can filter other filter types? I want to customize the quick filters. For example can i set up a quick filter for something like 続きを読む

返信ディスカッション Starter

0 いいね！

0 コメント

jdv123 10月 03日, 2024

Contacts with missing time zones

Is there a way to mass fix contacts who have missing time zones? I have a client who wants to do localized time sends but like 65% of their database is missing time zones.

返信ディスカッション Contacts

1 いいね！

2 コメント

jdv123

参加者

10月 03日, 2024

Ah yes, that makes sense! Thank you @JWingate2 !!

JManning1020 10月 03日, 2024

HubSpot to Outlook Not Syncing Properly

I have gone through all of the proper steps and am showing that my Outlook and HubSpot are synced. However, my contacts are not populating into Outlook, and the CSV file that I exported from HubSpot, in an attempt to upload contacts manually, is not 続きを読む

返信ディスカッション Contacts

1 いいね！

1 コメント

JWingate2

トップ投稿者 | Elite Partner

10月 03日, 2024

Hi @JManning1020 , Did you add the HubSpot add-in for Outlook? HubSpot doesn't naturally add the contacts to your outlook, but you can use t...続きを読む

SDay29 10月 03日, 2024

Split Testing in Workflow

Hello, Is there any way to do an uneven percentage split test within a HubSpot workflow? For example, I have a control treatment that I'd like 75% of contacts to receive and a test treatment that I'd like to send to the remaining 25%. Can this 続きを読む

返信ディスカッション Workflows

1 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

10月 03日, 2024

Hi @SDay29 , If you're okay with manually running the test analysis and comparing results, you can create a branch in your workflow based on a...続きを読む

annecaylin 10月 03日, 2024

Bulk Updating Line Item Properties?

Hey everyone, This started with a request to build a report that shows closed revenue totals split up by Line Item Asset Type. We quickly realized a lof of our revenue was listed as "no value". So we got all of our Product Asset Types updated in 続きを読む

返信ディスカッション Professional

1 いいね！

3 コメント

MadisonMoniz

投稿者

10月 03日, 2024

Oh shoot! My apologies @annecaylin - I just pulled up a test as well and am seeing the same thing you are. In that case, I would bet that it needs ...続きを読む

JGarrette 10月 03日, 2024

Linking Contacts to a Subject

Hi, I want to create several "Subjects" in the CRM and link my related contacts with particular subject. For example, there will be A-B-C, three subjects. Now, I want to link Subject A with a particular contact, say Mr. Xyz. Is it possible that if 続きを読む

返信ディスカッション Free

0 いいね！

1 コメント

Jnix284

殿堂入り

10月 03日, 2024

@JGarrette The only way to create Subjects so that they have their own records would be to use a Custom Object, which requires at least one hub has...続きを読む