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  • WaydeChristie1 on August 03, 2021
    0 upvotes
    0 Replies
    Hi folks, My company has an integration which uploads all of our offline (in-store) transactions to Hubspot as deals. However every item in a transaction is uploaded as a separate deal . So if a customer purchases 5 items in one transaction...
  • BMoore7 on August 03, 2021
    0 upvotes
    1 Replies
    Hi there! We have ran into some trouble regarding the automation of leads within our CRM. Previously we set up a workflow consiting of when a new contant clicks a link in a marketing email the lifecycle stage of said contact changes from "Lead" ...
    Top Contributor | Diamond Partner
    August 03, 2021 21:49
    Hi @BMoore7 , Purpose of workfow is to reduce the manual input. Once you set up the workflow to change the lifecycle stage of a contact, if the co...
  • meldargon on August 02, 2021
    0 upvotes
    2 Replies
    Hello, Our company recent merged with another that also uses hubspot though they werent utilizing the quote tool as we were. I would like to see if I can get back into the beta program for quotes as I was with my other company. I can still use...
    Top Contributor | Diamond Partner
    August 02, 2021 21:14
    Hi @meldargon , I will advise you to contact HubSpot support. They will be able to provide some solution to you. To contact support, click the blue...
  • amancraig22 on August 02, 2021
    0 upvotes
    2 Replies
    Great afternoon, I have been working on a few quotes this afternoon, and both are showing as expired. The expiration date is for Oct 1, 2021. I am at a loss with what to do next. I have submitted a Help Desk ticket, but thought maybe someon...
    Top Contributor | Diamond Partner
    August 02, 2021 21:17
    Hi @amancraig22 , Never came across such issue. Help desk will be right way to sought this out. Thanks.
  • Solved
    MParisot on August 02, 2021
    0 upvotes
    1 Replies
    Hi everyone, I try to create a workflow to send an email to my leads when the lead stay too much time in a status. For example : Tom have "Ghost" status since 3 months, i send to him an email. Which property i have to choose in my workfl...
    Most Valuable Member
    August 02, 2021 07:43
    Hi @MParisot , There are a few properties that you could use for this, I'd recommend one of the two following: Last contacted: the l...
  • LAshtar on August 02, 2021
    0 upvotes
    1 Replies
    Hey 🙂 Why can't I update those properties on a deal? I'm going back to old deals and updating them with info we didn't insert before but when I try to write the number on those properties it doesn't let me. Thanks!
    Participant | Diamond Partner
    August 02, 2021 09:57
    Hi @LAshtar It's because those are auto-calculated. Here's a snippet from this knowledgebase article describing how that works: Monthly ...
  • Woodwam on August 01, 2021
    0 upvotes
    1 Replies
    Hi Community I am perplexed. I want to target my contacts by industry, amongst other filters, but this data does not populate automatically from the company record to the associated contact record. Am I missing something? This seems like a basic...
    Most Valuable Member
    August 01, 2021 23:43
    Hi @Woodwam , A workflow is currently the best option to synchronize values between contacts and companies, correct. Other users have already ...
  • EMacNeille on August 01, 2021
    0 upvotes
    1 Replies
    On Contact there is a field 'IP Country', which automatically fills in a Country based on: The IP of a User visiting our Site The IP of a user that Opens and Email The IP of a User that Clicks and Email Info here: https://community.hubspo...
    Community Manager
    August 03, 2021 04:03
    Thank you for your post @EMacNeille . iOS 14.5 was released in April 2021 and is already in effect. There was however, a new announcement fro...
  • pbmartin on August 01, 2021
    0 upvotes
    4 Replies
    I am surprised that I don't find a filter in a Contact List for the Contact Owner to be 'Me'. Am I missing something?
    Community Manager
    August 03, 2021 18:41
    If a user has limited contact access in their setting (in this case "owned only" as seen in the screenshot), this person can only view contacts they ...
  • Kakashi on July 31, 2021
    0 upvotes
    1 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...
    Top Contributor | Diamond Partner
    August 01, 2021 09:34
    @Kakashi We have a very similar set of requirements for our own ecommerce store. In the absence of an in-depth needs assessment, you are looking a...
  • CRUSHTON on July 31, 2021
    0 upvotes
    2 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?
    Top Contributor | Diamond Partner
    August 01, 2021 21:30
    Hi @CRUSHTON , Can you please share a screen shot where it says 'sending to 191 contacts'. WIll give us more idea about the issue. Thanks.
  • Solved
    northstarcomms on July 30, 2021
    0 upvotes
    2 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...
    Top Contributor | Diamond Partner
    August 01, 2021 09:47
    @northstarcomms Regrettably, @karstenkoehler is correct that you won't be able to find the deal attachments in the HubSpot file manager. This que...
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