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  • FWBKK on January 18, 2022
    0 upvotes
    0 Replies
    Dear All, Im still getting used to the novelty of Hubspot and was trying to find the answer in the tutorials but could not find a clear response. We currently do have different Pipelines (Sales/Recruiting/BD). When creating a deal however, a...
    Reply
  • wqidwai on January 18, 2022
    0 upvotes
    1 Replies
    Hi Experts, I am new to hubSpot. I need to achieve a task in hubSpot that when Contact is created I need to run a Workflow, but I can't find any trigger like onCreate or something like that. looking for guidance Thanks Wajih
    Reply
    Hall of Famer
    January 18, 2022 21:18
    Hi @wqidwai , If you set your enrollment trigger to " Create date is known", that will pull in contacts when they're created: ...
  • lucille123 on January 18, 2022
    0 upvotes
    0 Replies
    I operate a small chiropractic clinic and use Hubspot as a way of keeping track of my referral sources with other professionals. I have a physician liaison who updates Hubspot regularly. Is there a way to have her gmail account connected as wel...
    Reply
  • SvonAppen on January 18, 2022
    0 upvotes
    1 Replies
    We created a date picker field for on-site inspections. We would like to block the meeting calendar of the lead owner for the day picked. Is that possible?
    Reply
    Hall of Famer
    January 18, 2022 08:24
    Hi @SvonAppen , This is not possible, unfortunately. The meeting tool only takes into account the availability on the calendar, not custom pro...
  • GVerma on January 18, 2022
    0 upvotes
    0 Replies
    I am working on Marketing events object but its drawback is I am unable to build workflow based on this and really looking forward to build reports or export file from the view.
    Reply
  • danielajk on January 18, 2022
    0 upvotes
    0 Replies
    Dear community, I have an issue with custom properties. Some aspects have already been covered in previous posts but my issue specifically came up when trying to collect correct values within multiple choice options in typeform and synching them...
    Reply
  • CCoates-Hussa on January 18, 2022
    0 upvotes
    2 Replies
    Hello, I am looking to find how I can view of all companies I am owner of per list that has been created. I am also unsure why I have unassigned contacts and companies? Is this due to importing rather than manually uploading? Also, is ...
    Reply
    Guide | Diamond Partner
    January 18, 2022 05:01
    Hi @CCoates-Hussa , to see the list of companies that you are owner of, you can either filter them in the dashboard itself, can save it in you...
  • Sebhert on January 18, 2022
    0 upvotes
    2 Replies
    Change contact owner via re-import I am looking for a solution that allows me to change the contact owner for contacts from Hubspot. The background is that we have employees leaving the company. These employees have e.g. 300 contacts. The con...
    Reply
    Participant
    January 18, 2022 02:52
    Wow, thanks Karsten. i thought there was something like that. I will try it out and give you feedback here. Thanks for the quick reply
  • IceMao on January 18, 2022
    0 upvotes
    1 Replies
    Here I will use an example to explain my question in details: Like if the "Lead Status" I uploaded as "Good" for the first time to some contacts, and later I wanna update it as "Bad", why couldn't the file I uploaded (as "Bad") the second time co...
    Reply
    Hall of Famer
    January 18, 2022 09:48
    Hi @IceMao , Could you please share a screenshot of your import file (pixelating email addresses) and the Lead status on a contact record? (...
  • ELaurence on January 17, 2022
    0 upvotes
    1 Replies
    Hello, I am having an issue with exporting contact information. I don't have a lot of contacts, but I succeeded in downloading all of the information using the Ultimate Data export tool, however, now that I look closely, I can see that the informati...
    Reply
    Hall of Famer
    January 17, 2022 21:41
    Hi @ELaurence , Ultimate Data Export is provided by datawarehouse.io, I'd recommend checking their help resourses: https://support.datawareho...
  • Jon-at-necto on January 17, 2022
    0 upvotes
    1 Replies
    I have a need to think about subsidiary companies as their own individual companies, but I'd like to associate them with a parent company where applicable. Any advice on the best practices with this?
    Reply
    Participant
    January 18, 2022 00:04
    HI @Jon-at-necto , Not sure if this needs to be over engineered in all honesty. If there's a parent company then associating them makes sense. ...
  • Jon-at-necto on January 17, 2022
    0 upvotes
    1 Replies
    I have a scenario that includes individual contacts that are associated with one (or more) companies but do not have an email extension/domain that will allow us to automatically sync the two. Can I use another property? Can I create a custo...
    Reply
    Hall of Famer
    January 17, 2022 21:45
    Hi @Jon-at-necto , HubSpot recently launched a beta for associating multiple companies with a contact. This needs to be enabled manually in th...
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