We're just setting up Sales Hub. On a regular form I've been able to add a hidden Custom Object (called Marketing Campaigns) field to associate the Contact to a specific 'Marketing Campaign'. I don't see a way to do this using a form in Meetings Beitrag ansehen
Happy to help @PamCotton , thanks for the tag!
Hi @swest6602 if you have a custom object, that means you have sales enterprise, so you can b...Beitrag ansehen
We work with various real estate agents on multiple deals. We may work with one agent on multiple deals though a given deal will only have one agent. Ideally I would like to be able to associate the agent's contact record to the appropriate deal Beitrag ansehen
Hi @LandGuy ,
Thank you for reaching out to the Community!
That's correct, that's the default setting for contact activity association : ...Beitrag ansehen
Uploading existing Line items to a deal - How do i ensure i do not duplicate them. we do have a unique ID for each line item but how can i ensure this is doing its job?
doing some more digging another solution i came across was - We cannot have a unique secondary property on the line items themselves, so as part of ...Beitrag ansehen
Good day. I would like to know how many users I can create in HubSpot with view and edit access to company and contact objects. They will not need all of the features on HS. i just want to be able to assign companies for them to manage on a week Beitrag ansehen
Hi @AOgbe ,
There won't be any additional cost for free users at the scale you're describing.
Last I talked to HubSpot support, they men...Beitrag ansehen
Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum Beitrag ansehen
Hey @LCorey , thanks for reaching out! Your use cases are awesome — sales documents work well for pretty much any document that you'd like to share ...Beitrag ansehen
As a Holiday Park operator in the UK our customers may enquire into several different parks, in fact we would encourage it (more opportunties for us to win the business). Sales team work independently on each park and their CRM should be limited to Beitrag ansehen
Hi @MKeir ,
Thank you for reaching out to the Community!
I wanted to tag in a couple of subject matter experts to see if they can share thei...Beitrag ansehen
Hi, Please assist on the matter, We created a custom object with properties, pipelines, stages, etc, when we want to move our task or ticket or so in the custom object to a different stage it shows all the stages from all the pipelines in the sideb Beitrag ansehen
I also did put this on the idea forum. https://community.hubspot.com/t5/HubSpot-Ideas/Custom-Object-Pipeline-stages/idi-p/691942/highlight/true ...Beitrag ansehen
We're switching to HubSpot, and have reocrded when people have filled out a "Pricing Request" form on our website iwth their information. We're planning on using a HubSpot form to capture that information now, but is there a way to import the previo Beitrag ansehen
Hi @peterluba ,
As far as I know, this is not possible. While you could use the HubSpot API to simulate a form submission, it would receive a ...Beitrag ansehen
Hi, before I jump into Hubspot and start creating random new properties like a bulgy-eyed Chihuahua I would like to get some community thought on it to see if there is a more elegant solution. In my line of work (telecoms) bigger deals often have a Beitrag ansehen
Hi @MattD ,
Yep, this sound like a solid approach. You're not missing anything obvious.
It looks like you're on an Enterprise subscripti...Beitrag ansehen