Hello everyone, Could you advice me how to properly use HubSpot insights? Here is what we need: 1. We have a sign-up form that collects First name, last name, email and Company URL (that being the website of the business that is registering)...
I am really struggling to understand why the filters have changed now in the beta version. I have multiple contacts where I need to be able to filter the last activity date by selecting is unknown. The filters do not have that option anymore, no...
am trying to find a way so when certain digital products are enterdd on the line items, we can calculate the CPMs. i dont see where when i define the product to do this unless i missed it? so if digital product is $15CPM and there are 500,000 imp...
Hey guys, I am struggling to find a logical way to do the following: There are 3 types of objects in our system - contact-based, company-based, website-based. I have a list with some website URLs already existing in our database and I am try...
Hi everyone, When I am adding the filter 'Rotate contact owner' in a workflow, I see that there is a possibility to tick this box: If I tick it, the rotation will overwrite the current contact owner, correct? So, if I want to keep th...
Hello all! I'm trying to see if I can setup a workflow to catch something that gets missed here and there if someone is manually entering a contact into HubSpot: The associated Business Unit. I'd like to make a workflow to check if a Contact ...
I'm looking to set up a workflow that will e-mail me an alert when a day passed with no new deals added. Our deals consist of offline sales made in our stores. We use API to import these deals into HubSpot into a seperate pipeline. I want to recie...
Hello, We did not start utilizing the persona property until we were already 1 year into using HubSpot, which means we have several thousand (7,000) contacts with no persona. Any advice on cleaning up this property for those contacts? Thanks
Hi, We have contacts that's assosiated company is marked secondary company but these contacts doesn't have first associated company Is there any automation that I can change secondary company to primary company if there is no primary company? Thank...
Hi, Any body please help why this user is not able to modify the property value. they have edit access to all deals and the property is editable for everyone to view and edit in property access and manage access. if the property value is em...
Hello, My company is using an Enterprise subscriprion and I was requested to find a way to associate multiple Companies to some Deals, because sometimes in the deal there are involved 2 or more companies (partners). I looked at this article he...
Hello! Could you please help me understand the difference between those 2 options in the CTA options tab? We are looking into finding the best option but the explanations provided are not enough. Thank you!