Hello 👋 I own a catering company. For my transactions, I've added a DATE property to save the date of the client's event (wedding...). I'm trying to setup a workflow in which any deal with a DATE that is passed is moved within the same pipeline...
Hi All, Apologies for the constant Sandbox Posts. I have just tried to send an email to my Colleague and she has just responded. However despite this, the Prospecting workspace has not automatically put her to connected? Any reason why this is o...
When it comes to unassigned contacts. If I'm a part of the Swedish team and my colleague is a part of the Brazil team, would we still be able to see all unassigned contacts and companies? If so, would that mean that we need to assign all record...
Hi, I need to bulk import some leads into HubSpot as part of moving over our B2B sales team. There is no import option on the front end so I'm looking to sort this via the API. I've got a script setup to loop through some names etc and I hav...
We have connected our HubSpot to our platform's admin system via API and this now pulls through revenue via deals (each order is a new deal associated to a company) . We want to create a report that shows the average daily revenue for the current mo...
Hi All, I have a weird situation where I have created a workflow in which when someone books a meeting they go through to the Lead Stage Qualified in the Lead Pipeline and it automatically creates a deal. However if we were going for 2 Leads fro...
I have a workflow that should transfer the disqualification reasons from a lead to a matching property in a contact upon lead stage selection. I have ensured the two properties are identical, but I still get this error when running the workflow. ...
How can I check to see if a company doesn't have an associated meeting for a period of 6 months? I want to ensure my sales team is meeting with customers regularly, and when they haven't I want to notify them that they need to do that. Thank...
We set up our Hubspot in February and we had various test accounts and test deals to test various functionality. At some point, someone on our team deleted some contacts/deals but they didn't delete meetings before deleting the associated contact/de...
Hi - I hope I put this question in the right place. I have a client who wants to know how many different job titles they have in their database and then how many of each job title there is. Is this possible? TIA! Asia
Noob here. I don't see predefined contact properties for tagging a contact as a prospective client or a prospective referral source. I would imagine this is a common need. How do I accomplish this? If it isn't readily done with existing properties,...
Hello. One of our contacts seems to have about 100 email addresses attached, and only 1 is correct; the others are all different people. Is there a way I can work out how this happened, to avoid it happening again in future? Thanks for any...