Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ...
Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any o...
New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Real Estate). My goal is to set up a (simple) Sales process for a (kind of a) Real Estate Seller Agent model, i.e. our...
I need to score when a prospect views a file that I have uploaded to Files, and created a HubSpot link for. For some reason, I'm being told by Customerservice that while I can set this up in the scoring criteria as a page view, that it won't sc...
What is the best way to create lead scoring for 100s of products? I'm creating lead scoring for many different software products and want to base the score on landing page views, marketing email opens/clicks and lists that contain information ab...
Hi all, As explained in this article: https://knowledge.hubspot.com/records/associate-activities-with-records , Hubspot automatically associates e-mails logged in to a company with the five last open deals in the company. In my case, this r...
I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on emai...
We have a large number of company records that need to be deduped. Specifically, they are the same company but recognized as different because they have different company domains (based on different email addresses that come through our forms). ...
Dear community, We use attachments to store relevant deal info (signed docs etc.) I can't figure out a way to see those attachments outside of the "right panel view", I was trying to get a card with attachment in the "view record page" Anyone ha...
Hi HubSpot Community, I have recently moved to a new company that uses HubSpot as their CRM. They have tradionally built their new sales pipeline from inbound website requests and have decided that those inbound requests should automatically cre...
Is there a method or setting within HubSpot to restrict the visibility of attached files on contacts or companies to certain users or teams? Has anyone implemented a solution or workaround to achieve this, possibly through user roles, permissions, ...
I'm having issues with permission sets. I have assigned two users the same exact permission set, but one of the users (who even has a paid sales hub enterprise license) cannot edit even deals they own whereas the other user who does not have a paid...