Hello! I am new to the platform, and when I chatted in for assistance they suggested I come in here. We have a web form (external, from our site provider), and each incoming one is usually a new contact/client (but not always). It comes to Beitrag ansehen
Hello @oconnor_bb , thank you for posting in our Community, and welcome to HubSpot!
Are you currently adding the " hello-1 email" in the email pr...Beitrag ansehen
Hi @CMiller3 ,
You can find step by step instructions for creating custom properties here: https://knowledge.hubspot.com/crm-setup/manage-you...Beitrag ansehen
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. Beitrag ansehen
Hi @karstenkoehler Thanks for responding! It's all done in the same tab. Here's the sequence of events: I go to the Sales tab in the top...Beitrag ansehen
Hi all. I'm coming from years of using Salesforce and finding Hubspot to be very different. Lots of questions, but the one I want to ask now is about how leads and contacts are structured in Hubspot. In Salesforce, a lead and a contact are two separ Beitrag ansehen
Hi @awilliams777 ,
There is a great post by @franksteiner79 explaining how lifecycle stage, lead status, and deal stage are supposed to be u...Beitrag ansehen
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl Beitrag ansehen
Hi @edwandersson ,
Yes, 'Now in sequence is equal to True' and 'Last sequence enrolled date is known' can be used interchangeable here.
...Beitrag ansehen
Is there a way of creating a form that requests full names, emails and mobile numbers that then once completed and submitted back automatically creates contacts in Hubspot with this information. And for these contacts to be linked to a particular c Beitrag ansehen
Hi @MLee6 ,
Yes, all contact forms created in HubSpot also automatically create contacts. You can also enable an automation that automatica...Beitrag ansehen