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  • Kakashi on July 31, 2021
    0 Replies
    Hi, Im joining a startup which needs a crm system before launch. Requirements on the crm are: Needs to sync contacts from WooCommerce/Wordpress, it needs automated workflows, lead generation, automated emails and order management. Our business p...
  • CRUSHTON on July 31, 2021
    0 Replies
    I have noticed that when sending emails using multiple lists that say have 320 contacts in total, it only shows sending to 191 contacts. What causes this?
  • Solved
    northstarcomms on July 30, 2021
    1 Replies
    I tried to find files that I attached directly to deal records in the Files section under Marketing, since there is no other obvious place to look for these attachments. The reason is that I would like to be able to find the file that I attached to...
    Most Valuable Member
    July 30, 2021 07:46
    Hi @northstarcomms , If you attached a file to a deal record , it's only available there. These files are not automatically documented in the...
  • fboyle on July 29, 2021
    2 Replies
    Hi, what's the easiest way to track where sales funnel stages go?
    Top Contributor | Diamond Partner
    July 29, 2021 21:33
    Hi @fboyle , Can you please eaborate more what you want to track here? You taling about deals and deal stages? How many deals in deal stages? Somet...
  • Thomas_Vanguard on July 29, 2021
    2 Replies
    Our client does special pricing on some products for certain clients. In their product library, this is a new product with a different SKU, to help tell it apart. In Salesforce they could tag that SKU to a company ID so it was only available f...
    Top Contributor | Diamond Partner
    July 29, 2021 21:36
    Hi @Thomas_Vanguard , You are right. There isn't any such feature available in HubSpot yet. You can pit this idea in the ideas on the community...
  • Thomas_Vanguard on July 29, 2021
    2 Replies
    Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be...
    Top Contributor | Diamond Partner
    July 29, 2021 21:44
    Hi @Thomas_Vanguard , Unfortunately this customisation is not possible yet but as @Thomas_Vanguard suggested you can pit this in community ideas...
  • BVazquez on July 28, 2021
    2 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.
    Top Contributor | Diamond Partner
    July 29, 2021 01:09
    Hi @BVazquez , You can achieve this by a simple workflow. What you need to do is to go to workflow > create workflow > start from scratc...
  • HenryDufloth on July 28, 2021
    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...
    Most Valuable Member
    July 28, 2021 20:19
    Glad it's resolved now!
  • Solved
    MattDavirro on July 28, 2021
    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? ...
    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...
  • HannahSarsfield on July 28, 2021
    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
    July 28, 2021 08:48
    Ok thanks Karsten!
  • MHibbler on July 27, 2021
    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...
    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, how ...
  • Edyta7510 on July 27, 2021
    6 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...
    Top Contributor
    July 29, 2021 04:38
    @Lucila-Andimol It is available to myself, but not all sales users (weird!) - is this because of any beta testing? or operating system. I use out...
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