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  • yilinchu on September 24, 2021
    0 upvotes
    0 Replies
    Hello, I have some problems after creating a list. Since I cloned a list created by others and added it to my folder, I wanted to pin the list on my view to check it on a regular basis. But I found that I couldn't find my list when I clicked on "Ad...
    Reply
  • EUcalls on September 23, 2021
    0 upvotes
    0 Replies
    Hello everyone, I have a question about the companies and how the discussion that we have with its contact can appear into the company (to the activity - email section). We are using the HubSpot Sales integration with our outlook accounts, and rig...
    Reply
  • mdrnd on September 23, 2021
    0 upvotes
    1 Replies
    Hi there, I'm trying to create a workflow automation that copies multiple company properties to deal properties. For instance, there is property called Market Segment in both company and deal properties. As soon a deal is created, this workf...
    Reply
    Top Contributor
    September 23, 2021 10:14
    Hi @mdrnd , from what you are describing, I think the key area to focus in on is the re-enrollment triggers. Specifically, the "____ is known". When...
  • SPointon on September 23, 2021
    0 upvotes
    1 Replies
    Hi, I'm trying to create a report to show 'Tasks assigned vs tasks completed'. Has anybody got any advice on the best way to do this? Thanks, Scott
    Reply
    Most Valuable Member
    September 23, 2021 05:08
    Hi @SPointon , To create this report, you'd navigate to Menu > Reports > Reports > Create custom report > Single object > Activ...
  • milowbrac on September 23, 2021
    0 upvotes
    0 Replies
    Hey there – I’m looking for a completely customizable CRM that actually looks really nice and is enjoyable to use. I’m probably too picky but I can’t stand it when a system won’t let me remove certain fields or change the name of certain fields. I...
    Reply
  • SCiampaglio on September 22, 2021
    0 upvotes
    1 Replies
    Hello, is there anyway to pull data on how a meeting was booked? i.e. determining if the meeting was booked via cold call, email, linkedin message etc.
    Reply
    Most Valuable Member
    September 22, 2021 21:30
    Hi @SCiampaglio , You can create a custom report under Menu > Reports > Reports > Create custom report > Single object &...
  • MWest6 on September 21, 2021
    0 upvotes
    1 Replies
    My team is starting out with hubspot and we are all very new to CRM and still exploring what it can do. We work from a shared inbox, and send emails through outlook using the shared email address. The issue is that hubspot is not always logging th...
    Reply
    Most Valuable Member
    September 21, 2021 23:16
    Hi @MWest6 , How exactly are you logging emails, via the HubSpot Sales Outlook desktop add-in? If yes, then the following criteria must be met...
  • Solved
    leomar on September 21, 2021
    0 upvotes
    3 Replies
    Let us say we have 2 companies to send our templated marketing email-- Company A and Company B. So we send the email to Company A. Then we forward the same email (just changed few personalized details) to Company B. At this point we have removed t...
    Reply
    Most Valuable Member
    September 21, 2021 23:24
    Hi @leomar , Not sure if it's the exact same pixel, but yes, HubSpot associates any subsequent activity on the forwarded email with the origin...
  • Nelie on September 21, 2021
    0 upvotes
    1 Replies
    Hi ! We're curious on how to create a report or list to display all MQLs and the MQLs that were converted to SQLs or customers. Is it also possible to display lead source on where the contacts originated? Thanks!
    Reply
    Most Valuable Member
    September 21, 2021 21:53
    Hi @Nelie , Yes, this is possible. For the first report, the is a template in the report library ( Menu > Reports > Reports > R...
  • LTirmant on September 21, 2021
    1 upvotes
    1 Replies
    It would be great if we'd have the option to filter out/select the tasks we choose to synchronize them into the google calendar . Today it's possible to synchronize the entire tasks we have in Hubspot to google calendar but we can't decide which on...
    Reply
    Community Manager
    September 22, 2021 23:16
    Hi @LTirmant , This is an idea post for feature improvement, correct? If so, I can move this thread to the Ideas Forum so that other Commun...
  • ZMandel on September 20, 2021
    0 upvotes
    1 Replies
    I've been using Hubspot for about a year. We have an email setup whereby any emails sent to that address are brought into hubspot, by hubspot. It has been working perfectly until the past few days. Lately, some (not all) emails that are received ...
    Reply
    Key Advisor
    September 21, 2021 05:26
    Hi @ZMandel , I have experienced a similar situation. It is annoying but in my particular situation it was completely technical/backend based. I w...
  • 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?
    Reply
    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...
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