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Solved
Jschrammlemes on June 13, 2024
I already have a pipeline for inbound leads and templates for outbound leads, but I would like to have this automated. For example: If an outbound lead replies to the first email, the lead should be tagged as a qualified marketing lead, and I shou read more
Accepted solution
Hall of Famer | Elite Partner
June 14, 2024 07:36
Hi @Jschrammlemes yes, this would be possible with workflows, it requires a Sales/Service Hub Pro (or Enterprise) subscription. You can enro...read more
Solved
darshanhira on June 06, 2024
Hi, I'm Darshan Hiranandani , I'm currently exploring options to customize the default appearance properties on our reports. Is anyone familiar with how to do this or have any suggestions on where to start? Any insights, tips, or best practices you read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 06, 2024 03:58
Hi @darshanhira , This is unfortunately not possible at this stage. Properties are reflected exactly like they are set up in the property sett...read more
Solved
JohnJeko on March 27, 2024
Hello there, Reaching out looking for a bit of assistance. I'm relatily new to Hubspot and we have started onboarding recently. It all goes well but the main issue we are facing is setting up automation for whenever the contract is expiring read more
0 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
March 28, 2024 07:04
Hey @JohnJeko this is pretty straight forward to do! I'd recomend having a read through the list of workflow actions to get more familiar and hav...read more
Solved
PollyannaLima on February 27, 2024
Is there a configuration to validate duplicates with the phone number?
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 27, 2024 11:53
Hi @PollyannaLima , If you're question is whether you can configure HubSpot to automatically deduplicate contacts by phone number, then no, th...read more
Ray78 on February 15, 2024
Hi all, I am hoping you can help me out here as I am a new Hubspot user and ever since creating my account have have constant issues with logging in to hubspot and also I have not been able to log in to the Hubspot Wordpress plugin to connect Wo read more
0 upvote
3 Replies
Community Manager
February 20, 2024 16:02
Hey @Ray78 , thank you for the extra information. Have you followed up with the team over email after submitting the form? Providing them ...read more
Solved
EMcGrath on November 02, 2023
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 02, 2023 14:58
Hi @EMcGrath , When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
Solved
木村 on October 03, 2023
こんにちは。 HubSpotのコンタクトについて質問です。 私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。 ・グループAとグループBは登録する際に入ってくるフォームが違います ・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれています コンタクト登録するグループとしないグループを分けることはできますか?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 03, 2023 00:18
地域の皆さん、こんにちは、 ウェブサイトのアクティビティだけを追跡しているのですか?もしそうであれば、トラッキングコードをトラッキングしたい場所にのみ読み込ませ、除外したいページには読み込ませないようにする必要があります。これはHubSpotの設定ではなく、CMSやウェブサイトの設定でコードを...read more
Solved
RPascoryanpasco on December 14, 2022
I am a Loan Broker. Usually in CRMs for my Industry we have different types of Contacts. Customers, this is where sales pipelines, marketing and all the traditional stuff works and makes sense. Then we also have Lenders. Where we can add the diffe read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 15, 2022 01:06
Hi @RPascoryanpasco , Out of the box, HubSpot only has the contact object and the company object for this. Right now, records of the same type...read more
Solved
JordanR1 on March 25, 2022
Hi All, I am importing data from our previous CRM into HubSpot and am stuck on Tasks. Searching was not fruitful and the best answer I found suggested that the API was required. How do I import tasks using excel? Thanks!
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 25, 2022 13:54
Hi @JordanR1 , You're correct, at the moment this is possible only via API or a third-party integration, such as Import2 or CSV Loader . ...read more
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