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  • Most Upvoted
  • milowbrac on September 23, 2021
    0 upvotes
    0 Replies
    Hey there – I’m looking for a completely customizable CRM that actually looks really nice and is enjoyable to use. I’m probably too picky but I can’t stand it when a system won’t let me remove certain fields or change the name of certain fields. I...
    Reply
  • ZMandel on September 20, 2021
    0 upvotes
    1 Replies
    I've been using Hubspot for about a year. We have an email setup whereby any emails sent to that address are brought into hubspot, by hubspot. It has been working perfectly until the past few days. Lately, some (not all) emails that are received ...
    Reply
    Key Advisor
    September 21, 2021 05:26
    Hi @ZMandel , I have experienced a similar situation. It is annoying but in my particular situation it was completely technical/backend based. I w...
  • SNerz on September 20, 2021
    0 upvotes
    1 Replies
    Hello, I was wondering if Hubspot offeres anything similar to Pipedrive's contacts timeline. Not where you can just filter by last activity, but where you can look at contacts or companies and set a frequency of how often you need to be in conta...
    Reply
    Top Contributor | Elite Partner
    September 20, 2021 05:34
    Hi @SNerz This "Pipedrive" visual view of activity isn't available but with the fact that multiple lead scores can be created, you can creat...
  • SDenham on September 19, 2021
    0 upvotes
    4 Replies
    Hello, We are a construction service business. We work numerous on-site for numerous builders and subcontractors. Usually we approach our sales in parallel which starts the moment the project is awarded to a builder. We will check for an existin...
    Reply
    Community Manager
    September 20, 2021 19:06
    Thank you @NicoleSengers and @GeorgeThomas !
  • RoshaBeli on September 18, 2021
    0 upvotes
    3 Replies
    Hello, I am looking for a CRM that will allow me to transfer my lead book of several thousand paper leads into a well oiled system. In doing sales with other companies (B2B) I found Outlook to be a very strong tool. With leads that are B2C, I have...
    Reply
    Key Advisor
    September 21, 2021 05:39
    Hi @RoshaBeli , From your short description, it seems as though manual data entry may be a huge deterrent for you. Custom properties may help with...
  • mblessen on September 17, 2021
    0 upvotes
    1 Replies
    Is it possible to access a company level property from the deal object? For example we sell cases of beverages to stores. Stores may have different pricing. So when creating a deal we would like the do the following calculation: Cases (c...
    Reply
    Top Contributor | Diamond Partner
    September 19, 2021 21:20
    Hi @mblessen , It is not possible to use company level properties on deals. What you can do, if you have subscription for workflows, is to create s...
  • RBlackie on September 17, 2021
    0 upvotes
    2 Replies
    One of our users is logging his emails through manually adding the Hubspot email to bcc. This has stopped working for him recently - even though he is definitely doing it. We've checked that he's using the right email address in bcc, and that he...
    Reply
    Top Contributor
    September 20, 2021 06:30
    Our app may help if you want to avoid manual bcc.
  • GeorgieL on September 17, 2021
    0 upvotes
    1 Replies
    Hello, I have been asked to lock the parent company of key accounts so only a select group of people can edit them. Is there any way to do this? I looked team permissions but we don't want teams to only be able to edit their companies as we do a l...
    Reply
    Community Manager
    September 19, 2021 21:50
    Hi @GeorgieL , thank you for your post. I believe this isn't possible with the current features because "parent company" doesn't have a separ...
  • SteffiK on September 17, 2021
    0 upvotes
    3 Replies
    Hello it would be great if there is a lifecycle stage for "Ex-Customers". I read a lot of posts in the community that people are struggling with this, so it would be great if there would be a new lifecycle stage added. Kind regards Stefanie
    Reply
    Contributor
    September 21, 2021 00:04
    Thanks @SteffiK for appreciation but I think there are lots of customers of HubSpot now and everyone have different thoughts so they have different ...
  • jayneyer on September 14, 2021
    0 upvotes
    1 Replies
    I'm trying to integrate with Klaviyo using Zapier, the zap is associated with a specific HubSpot sales pipeline, the goal is to add subscribers to a custom-made list in Klaviyo when we move a HubSpot deals to a "Klaviyo" stage in the respective sa...
    Reply
    Community Manager
    September 16, 2021 05:26
    Hi @jayneyer , Thank you for reaching out to the Community! I don't have expierence using Zapier to populate Klaviyo lists myself, but I wan...
  • Solved
    KTanabe on September 14, 2021
    0 upvotes
    2 Replies
    Hello, I understand you can follow a deal, contact, company, or ticket. Is there a way for anyone or the owner to know which HubSpot user and the total number of follows that specific deal, contact, company, or ticket has? Example: I am t...
    Reply
    Member
    September 15, 2021 05:59
    Hi @webdew , Thank you for letting me know!
  • Solved
    JChew on September 13, 2021
    0 upvotes
    4 Replies
    We have leads that are solopreneurs - they don't have a website or a company - but they do contract work with one or more customers in HS. How do we create a contact and corresponding company record for these?
    Reply
    Contributor
    September 14, 2021 12:39
    No, I don’t think you needed extra access. As ticket access is HubSpot has given in their free plan as well and we do not need any automation just nee...
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