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how to Change the lifecycle MQL - SQL in automatic?

BVazquez on July 28, 2021

0 Upvotes

1 Replies

Hi! I'd like to know how can I change automatically the lifecycle of my contacts in automatic. For example from MQL to SQL. Thanks 4 your time.

DISCUSSION Enterprise

Josh

Recognized Expert | Platinum Partner

July 28, 2021 11:38

Hi @BVazquez , You can use workflows to automate changing the lifecycle stage. The biggest consideration here would be the criteria that the p...
Cannot delete custom property because of In-Use?

HenryDufloth on July 28, 2021

0 Upvotes

3 Replies

So I am trying to delete a Custom Property (Date of Demo Call) but HubSpot is preventing me due to it being in use in a Workflow (See attached ScreenShot). I have both changed the Workflow (Fill Date of Demo Call) to not include this proper...

DISCUSSION Settings

karstenkoehler

Most Valuable Member

July 28, 2021 20:19

Glad it's resolved now!
Solved

Identifying Deals where "Property A" is greater than "Property B" ?

MattDavirro on July 28, 2021

0 Upvotes

2 Replies

Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? ...

DISCUSSION Deals Enterprise Reports Workflows

karstenkoehler

Most Valuable Member

July 28, 2021 09:17

Hi @MattDavirro , Yes and no. By default, this is not possible. Number filters in lists and workflows only accept numbers, not other propertie...
Document Based Workflows

HannahSarsfield on July 28, 2021

0 Upvotes

6 Replies

Hi, I would like to implement a compnay based workflow based on the number of contacts at that organisation who have downloaded a document - can this be done? Many thanks, Hanah

DISCUSSION Workflows

HannahSarsfield

Participant

July 28, 2021 08:48

Ok thanks Karsten!
Same Domain for multiple clients

MHibbler on July 27, 2021

0 Upvotes

2 Replies

Anyone have experience with this and know how I can fix it. We have two clients with the same email domain. We were able to have the contacts separated by the two groups and the emails would route appropriately. but it seems like there has bee...

DISCUSSION Free

webdew

Top Contributor | Diamond Partner

July 27, 2021 21:30

Hi @MHibbler , I am not aware of any such updation in HubSpot. Can you please elabortate more what two grouos are you talking about..like, how ...
Logging emails on a deal / associating contact to a deal

Edyta7510 on July 27, 2021

1 Upvotes

5 Replies

Hi All, During a regular touchpoint with my sales team, the following question came up: What is the advantage of assigning a contact to a deal? My first thoughts are the following: - tracking purposes - if deal needs to be reassigned to...

DISCUSSION Contacts CRM Deals Enterprise Sales

Lucila-Andimol

Recognized Expert | Platinum Partner

July 28, 2021 11:02

Great @Edyta7510 this functionality was not available for everyone yet, so glad to see you could do it! If this solves what you want to acco...
Option to copy properties to multiple levels (deal, company & contact)

emmathompson_0 on July 27, 2021

0 Upvotes

6 Replies

I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a ...

DISCUSSION Developer

emmathompson_0

Contributor

July 27, 2021 07:51

Makes sense - thank you for your help. Cheers, Emma
How to import blank fields without receiving an error message

VSowden on July 27, 2021

0 Upvotes

3 Replies

I've recently set up Hubspot for my organisation and need to import all of our contacts into the CRM. We have many different kinds of contact, but since we are a very small charity and are limited to Hubspot Starter, we do not have access to the hig...

DISCUSSION Starter

karstenkoehler

Most Valuable Member

July 27, 2021 04:09

We've all been there, @VSowden 🙂 Glad it's resolved. If you consider this thread closed, you can help others find this information by mar...
Have circular contact/company association icons display on Deal Cards in Company View

Qizzle on July 26, 2021

0 Upvotes

2 Replies

When you are looking at a company record, you can view any deals on the right-hand pane. It would be good if you could also see the contact associated with the deal (the same as you can when you look at the cards on the Deals screen).

DISCUSSION Deals

karstenkoehler

Most Valuable Member

July 26, 2021 23:42

Hi @Qizzle , Did I understand you correctly that you do not only want to see the associated deals on a company record but the associated cont...
Solved

How to add multiple emails for one contact

oceansky on July 26, 2021

0 Upvotes

3 Replies

Hi, how can we add multiple emails for one contact in Hubspot. I have a insurance client who wants to keep track of all the family members but prefers to create one main contact in the database and add the email addresses of other family members to...

DISCUSSION Starter

oceansky

Participant

July 27, 2021 08:19

Thank you! This seems to work for me.
Solved

Track initial lead conversion rates.

Conzo427 on July 26, 2021

0 Upvotes

3 Replies

We can track lead converstion rates from a specific source pretty easily, however we want to track the conversion rates for the fresh leads only. Presently if a rep can't close a lead when it comes in they will take it out of their name and mark it...

DISCUSSION Professional

karstenkoehler

Most Valuable Member

July 28, 2021 20:20

Glad I can help!
Solved

Can I add social media Links of my contacts?

Nish on July 26, 2021

0 Upvotes

1 Replies

Hi, Can someone tell me how I can add social media links of my leads/contacts while creating contacts???

DISCUSSION Free

karstenkoehler

Most Valuable Member

July 26, 2021 20:32

Hi @Nish , There aren't any default contact fields for social media links but you can create custom fields to store this information. (It look...

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