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
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
Hi @PollyannaLima ,
If you're question is whether you can configure HubSpot to automatically deduplicate contacts by phone number, then no, th...read more
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
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
Hi @EMcGrath ,
When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
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
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
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
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!