Is there a way to assign specific leads to a specific Salesforce lead page layout? We have a form that has a lot of information on it, so to keep our general lead page clean in salesforce, we created another page layout just for these leads. I am t read more
Layouts are tied to permissions and owners. There's easily many ways to do this in Salesforce including syncing record types ( https://knowledge.hub...read more
Hi all, we’re trying to increment a counter every time a specific contact property is set — even if the value stays the same. The property is called “Lead Source Reason” and is populated through a small number of HubSpot forms and a Zapie read more
Is it possible to use a payment link being submitted as a workflow trigger??? I am not able to get my workflows to trigger properly with the payment links. I want to be able to send some automated emails amongst other things once a payment link is s read more
Yes but for some reason when I set that up, the payment link being submitted does not trigger the workflow.. does that exact setup work for you..? Wh...read more
Hi I'm trying to bulk upload c.100 new contacts into my CRM. I've mapped the fields from the CSV to what I want them in Hubspot CRM. Despite completing this and removing all the empty columns from requiring mapping, the "next" button remains g read more
Hi all, When importing contacts into Hubspot I am receiving the following error, missing the Marketing Information susbcription. Apparently subscription information is being included when donde the import. Could a property be created to differe read more
Hi everyone, Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner a read more
Hi @MColomboITF -
I would create a "Trigger Property" on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. On...read more
Hi All! I just started working on migrating from the HubSpot score protperty to the lead scoring tool last week. While I'm still working on the set up and tweeking things, I thought I'd share my experience so far, since I didn't find a whole lot of read more
Hi @ktfritchen , I hope that you are well! Wow, thank you so much for taking the time to share these very useful tips! ❤️ We also appreciate y...read more
Hello! I am attempting to create a list of customers divided by country. For example, some of our customers, only have their country's area code for their phone number, country's email domain, or maybe they only have a city, state, or province of th read more
Hi! I have 16 course registration forms, each should receive a thank you for your enrollment email. I want to save time by making the same email using smart rules to adjust the title of the course on the subject, and the body of the email. Ques read more
Hi @VRequesens1 ,
I am convinced that it doesn't matter and mostly comes down to personal preference. You'll spend the same time creating 16 l...read more
I would like to improve the analysis of my Google Ads campaign performance for the month of March by filtering specific transactions in the "Transactions" tab. My goal is to isolate the active deals that were created as a result of an interaction wi read more
Thanks for that additional context, @marketinglcm ! Have you tried creating a Deals list and using Contact based properties to filter that? Then y...read more
Hi HubSpot Community, I’m trying to build more efficient contact lists based on Marketing Event registration and attendance, specifically for our higher education marketing use case. We run hundreds of Class Visit events each year, and I’d l read more
Good morning to all, We have an integration with our ERP software so that every time an offer is made on the ERP, the integration automatically generates an equivalent deal on Hubspot associated with a contact and a company. As we are starting t read more
Right now, HubSpot doesn’t let you automatically associate a lead with a deal via workflows , even if they share the same company. Unfortunately, th...read more