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  • DrDani on September 22, 2021
    0 upvotes
    0 Replies
    I have choosen the property fields of new contacts in the settings of HubSpot Choose property fields for new contacts https://app-eu1.hubspot.com/sales-products-settings/ /contacts How do I determine from the https://api.hubapi.com/crm/v...
  • YGalan on September 22, 2021
    0 upvotes
    0 Replies
    Hi, I would like to set up a workflow that creates a task for myself whenever a new Zoom call gets logged, but I'm not sure which triggers to use. Any suggestions? PS: We need this workflow because when we use a direct Zoom link, our associa...
  • galaxyweb on September 20, 2021
    0 upvotes
    3 Replies
    After the lead has converted to a client (lifestage changed to "customer"), what "lead status" do you assign to that contact?
    Top Contributor | Diamond Partner
    September 21, 2021 21:06
    Hi @galaxyweb , if you have converted your lead into a client that means your deal is won and your lead status should beset to "won deal" H...
  • Solved
    SNerz on September 19, 2021
    0 upvotes
    2 Replies
    Hello. I was wondering if you can create product varations in Hubspot. Meaning that we have one product with a base price, but if someone purchases 5 then the price changes, 10 then prices changes again, etc. I would like to be able to set this in t...
    Member
    September 19, 2021 23:49
    Thank you. This was helpful.
  • 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...
    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...
  • NRogers on September 16, 2021
    0 upvotes
    1 Replies
    I need to be able to set specific Sales targets per customer. I have a 2 year forecast based on customer growth set out in excel. However i need to have the ability to set that into Hubspot so i can track along with customer deals. At the moment ...
    Top Contributor | Diamond Partner
    September 16, 2021 21:19
    Hi @NRogers , Unfortunately setting up sales targets per cutomer is not possible with HubSpot as of now. If you feel strongly about this idea, I w...
  • JDutton on September 16, 2021
    0 upvotes
    1 Replies
    1) We are working with a professional association that has provided us a list of 500 member organizations. 2) This list contains both company and associated contacts info. 3) However, only about half the companies have actual domain names, or em...
    Community Manager
    September 17, 2021 02:44
    Hi @JDutton Thank you for reaching out. I want to tag some of our experts on this - @Josh @Mike_Eastwood @Aakar do you have any ...
  • stephenWorkRail on September 15, 2021
    0 upvotes
    1 Replies
    I'm attempting to build a workflow that triggers when a deal stage is updated which then updates a property on the company record. The issue is, we utilize multiple deal pipelines where we sometimes have multiple deals for the same company where the...
    Most Valuable Member
    September 15, 2021 21:35
    Hi @stephenWorkRail , This is notoriously hard to accomplish and unfortunately there isn't a one-size-fits-all workaround. In these situations...
  • dhartzer on September 14, 2021
    0 upvotes
    1 Replies
    We are having an issue with HS creating a NEW company when we enter a new contact even though the domains match in the company domain and the contact email. Why is this happening? It is causing our database to get junked up and then when we go to th...
    Top Contributor | Diamond Partner
    September 14, 2021 21:00
    Hi @dhartzer , If the domain are matching then no way the new company should be created but associate the new contact with the existing company. M...
  • Solved
    Cbishop_VA on September 13, 2021
    0 upvotes
    4 Replies
    Is there a way in which I can sort/filter the Contacts List to display contacts assocaited with an active deal? My end goal would be to filter to a list of contacts which are associated with a deal that was created on a certain date (i.e. yesterday...
    Member
    September 14, 2021 10:26
    Thanks for the response and screenshot. Very helpful. I haven't played much with Lists as of yet and was unaware that you could bulk enroll into...
  • JDPC on September 13, 2021
    0 upvotes
    1 Replies
    We have >1,300 duplicate companies, result of an import gone wrong. Is there a way to bulk update duplicate Companies? Other suggestions? thanks
    Top Contributor | Diamond Partner
    September 13, 2021 21:29
    Hi @JDPC , Make the changes in the file you imported and then import it again. It will only update the previous created companies. But remeber, yo...
  • VEspo on September 13, 2021
    0 upvotes
    1 Replies
    I've run into a snag while associating contacts to companies, in that HubSpot only allows you to create 10 association labels and I have a need for upwards of 30 labels. Rather than generic "Primary Contact", "Deal Maker" etc .. we need to be able ...
    Community Manager
    September 15, 2021 04:56
    Hi @VEspo Thank you for reaching out I'm not sure what you mean exactly by 'labels', can you send us a screenshot of where you are in ...
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