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Sinthu en Septiembre 01, 2023
we have a few custom timeline events created at the contact level for every time the contact interacts with a social post. Now I want these events to show up at the company level as well. How should I configure this?
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3 Respuestas
Administrador de la comunidad
Noviembre 02, 2023 14:30
Got it, thank you for the additional information @Sinthu ! I wanted to ask a couple of subject matter experts for advice: Hi @Bryantworks...Leer más
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LTroesh en Octubre 13, 2022
Hi, I have recently imported 290 leads. I need to update the lead status. It is all the same status to begin. Can I do it at the same time? Also need to group these imports into the same group. Thanks
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Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 14, 2022 00:10
Hi @LTroesh , Yes, this is possible. To start, navigate to Menu > Contacts > Contacts and click All filters (center of the scree...Leer más
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JordanR1 en Marzo 25, 2022
Hi All, I am importing data from our previous CRM into HubSpot and am stuck on Tasks. Searching was not fruitful and the best answer I found suggested that the API was required. How do I import tasks using excel? Thanks!
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Solución Aceptada
Miembro del salón de la fama | Partner
Marzo 25, 2022 13:54
Hi @JordanR1 , You're correct, at the moment this is possible only via API or a third-party integration, such as Import2 or CSV Loader . ...Leer más
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