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 Leer más

こんにちは。 HubSpotのコンタクトについて質問です。 私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。 ・グループAとグループBは登録する際に入ってくるフォームが違います ・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれています コンタクト登録するグループとしないグループを分けることはできますか？

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 Leer más

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?

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más