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Jonathan_Baker1 en Enero 10, 2024
Hello Community! I wanted to ask if there is a way to set up notifications for potential duplicate contacts in HubSpot? Thank you
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 10, 2024 00:35
Hi @Jonathan_Baker1 , This might depend on your subscription, but generally yes, this option exists under Settings > Notifications >...Leer más
oconnor_bb en Abril 03, 2023
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 Leer más
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1 Respuestas
Administrador de la comunidad
Abril 04, 2023 08:58
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...Leer más
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CMiller3 en Marzo 04, 2023
I would like to set up a custom property that needs to be completed by the sales team
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 05, 2023 01:30
Hi @CMiller3 , You can find step by step instructions for creating custom properties here: https://knowledge.hubspot.com/crm-setup/manage-you...Leer más
danawjones en Diciembre 22, 2022
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. Leer más
1 Me gusta
4 Respuestas
Administrador de la comunidad
Abril 19, 2024 17:59
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...Leer más
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awilliams777 en Noviembre 28, 2022
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 Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 29, 2022 00:18
Hi @awilliams777 , There is a great post by @franksteiner79 explaining how lifecycle stage, lead status, and deal stage are supposed to be u...Leer más
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edwandersson en Octubre 14, 2022
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 Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Octubre 14, 2022 09:36
Hi @edwandersson , Yes, 'Now in sequence is equal to True' and 'Last sequence enrolled date is known' can be used interchangeable here. ...Leer más
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MLee6 en May 25, 2022
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 Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 25, 2022 01:30
Hi @MLee6 , Yes, all contact forms created in HubSpot also automatically create contacts. You can also enable an automation that automatica...Leer más
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