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Jonathan_Baker1 le Janvier 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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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Janvier 10, 2024 00:35
Hi @Jonathan_Baker1 , This might depend on your subscription, but generally yes, this option exists under Settings > Notifications >...Lire la suite
oconnor_bb le Avril 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 Lire la suite
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1 Réponse
Gestionnaire de communauté
Avril 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...Lire la suite
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CMiller3 le Mars 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 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
danawjones le Décembre 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. Lire la suite
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Membre
Décembre 23, 2022 08:42
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...Lire la suite
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awilliams777 le Novembre 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 Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Novembre 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...Lire la suite
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edwandersson le Octobre 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 Lire la suite
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Octobre 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. ...Lire la suite
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MLee6 le Mai 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 Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
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