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EnrickDeMunter on May 30, 2024
Hello, I want to create a weekly report about last weeks meetings, but i want to include the note's. The problem is that i get duplicates because of the notes is it possible to set them together so that each deal has got all the notes of that de read more
0 upvote
4 Replies
Participant
May 30, 2024 05:43
Sorry i didn't explain properly, What i want is that in crm-> deals you can export an excel. And i want that excel to be exported automatically ev...read more
ZDollard on May 27, 2024
I am looking to create a custom report for a dashboard that shows the average number of marketing emails recipients receive, per week ideally. For example, I don't need to report per contact, I am just looking for an average count of all contacts an read more
1 upvote
3 Replies
Participant
May 28, 2024 10:12
correct!
CSalzano on May 23, 2024
Hello, Hubspot attributes the Contact creation source to the first click. We would like to get instead the first form submission as a contact creation source, or at least create a property "first form submission" of Contacts that we could export read more
0 upvote
2 Replies
Participant
May 23, 2024 12:26
Thanks a lot Karsten!
SMeade on May 23, 2024
I feel there is a need for a specific report within HubSpot, that displays a view of each deal created for a specific month. Currently, there are a couple of views that show you deals worked on within a specified month, however if they then mov read more
1 upvote
3 Replies
Key Advisor
May 23, 2024 05:45
Thanks for the additional context @SMeade ! Creating deals whilst still prospecting is not best practice, prospecting normally happens at cont...read more
AG095 on May 22, 2024
I'm having a problem with a campaign report... After hosting an event, I created a new static list from the leads generated. However, when I add this list to my campaign, I don't see any changes reflected in the 'Attributed Revenue' or 'Associated read more
0 upvote
2 Replies
Contributor
May 24, 2024 00:54
Thanks for adding me here @PamCotton . Hi @AG095 , To ensure that the data from your new static list is accurately reflected in the 'Attribut...read more
Solved
EricDeinoff on May 22, 2024
Hi, I would like to create a report of all the contacts who have visited a specific webpage on our external hosted website AND completed a specific action (E.g. form submission). I am looking for a workaround as it doesn't look there is a simple read more
Accepted Solution
Community Manager
May 23, 2024 09:23
Hi @EricDeinoff , Thanks for reaching out to the Community! Currently, you can see the number of views by navigating to the default t...read more
SColeman9 on May 21, 2024
I am trying to import marketing form data from an export of submissions to a custom object I have created a custom object (called Marketing Forms) to track form activity Demos Webinars Ebook downloads Etc I created a many to read more
0 upvote
2 Replies
Most Valuable Member | Elite Partner
May 22, 2024 14:05
Tanks for the tag @BérangèreL but this is what I would also say. Good info for @SColeman9 here.
Solved
SColeman9 on May 20, 2024
We have numerous marketing forms but only one seems to populate when I create a contact based list or report to show "Form Name". This property is blank in all cases but one. I've also created a workflow which timestamps a form submission (e.g. demo read more
0 upvote
2 Replies
Accepted Solution
Contributor
May 21, 2024 01:17
Hi @SColeman9 , Diagnosing this issue without accessing the account is a bit difficult, as it might be a backend issue. If the forms have been c...read more
SimoneM1 on May 20, 2024
What is a marketing campaign in general in B2B? It's a planned set of actions and activities aimed at promoting one or more pieces of content with the goal of generating leads. The campaign can be conducted through various channels, which we nee read more
Top Contributor | Gold Partner
May 22, 2024 05:27
Hi @SimoneM1 , the KPIs you describe all seem pretty basic and you should be able to report them in HubSpot. The main question here would be h...read more
Solved
RJunior5 on May 19, 2024
Hello, Seeking Advice on Creating Custom Reports in HubSpot
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 20, 2024 05:26
Hi @RJunior5 , Could you specify your question and provide more context? What exactly wouldyou like to achieve? For starters, you might find...read more
Solved
DSoetan5 on May 17, 2024
Can I view the analytics reports from our external website in HubSpot? We currently use Google Analytics, but would like to view all our analytics in HubSpot
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
May 17, 2024 10:53
Hi @DSoetan5 , Unfortunately on Starter, you cannot add external data to a dashboard, but on Pro or Enterprise, you can embed analytics report...read more
Solved
CKol on May 16, 2024
Hey there, Currently, I'm testing Marketing and Sales Enterprise, although we usually use Pro. One of our primary use cases involves reporting on the various trade shows where we have a booth and conduct marketing outreach. Key questions: Are t read more
Accepted Solution
Most Valuable Member | Elite Partner
May 20, 2024 08:48
Hey there @CKol . I like the idea of a custom object because it also could show you if contacts come around to multiple events. I also found ...read more
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