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Gelöst
JBleys on März 24, 2025
Hi everyone, We’re a B2B SaaS scale-up , and we’ve just started using HubSpot. As we set up our processes, we’re wondering what the best practice is when it comes to structuring our CRM: Should we use Companies or Contacts as the Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
März 24, 2025 08:59
Hi @JBleys , In reality, HubSpot doesn't have a leading record. Essentially both your contact object and company object are going to be associ...Beitrag ansehen
Gelöst
Kitahashi on Februar 10, 2025
ナレッジベースで2025年8月にスコアプロパティが廃止される旨を拝見しました。MarketingとServiceについては記載がありましたが、Sales Hubでの代替機能は何になるでしょうか。 スコアプロパティで行いたいことは「取引において選択項目Aと選択項目Bので選んだ内容の組み合わせによって数字を出し分ける」です。
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Februar 11, 2025 00:12
こんにちは、 おっしゃる通り、「古い 」リード・スコアリング・システムには、新しいものに置き換えられない素晴らしいユースケースがあります。 あなたが達成しようとしていることは、計算プロパティ内のカスタム式で可能なはずです: https://knowledge.hubspo...Beitrag ansehen
Gelöst
Nickthevy on Februar 03, 2025
Good morning Everyone! We have our personal calendars sync'ed to hubspot and its pulling all of our internal meetings and marking them as customer meetings. I created a new calendar for specifically customers but its still syncing all my pe Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Februar 03, 2025 11:31
Hi @Nickthevy , This is expected behavior, HubSpot will sync all calendar events according to these rules: https://knowledge.hubspot.com/inte...Beitrag ansehen
Gelöst
SDietrich3 on Januar 09, 2025
Hello everyone, I received an email stating that a deal of mine lacks information about the monthly turnover, even though I had provided details about the monthly revenue Does anyone know why I got this mail? Thanks in advance, Greetings, Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Januar 09, 2025 10:04
Hi @SDietrich3 , This doesn't sound like a default notification email from HubSpot, but a custom notification. At the bottom of the email, you...Beitrag ansehen
RPopovich on Dezember 03, 2024
Hi HubSpot Community, I recently had a conversation with a client about managing lenders and investors in a way that supports their acquisition process while leveraging HubSpot’s CRM capabilities. I’m hoping to get some insights from those who Beitrag ansehen
0 Likes
1 Antwort
HubSpot-Alumnus/Alumna
Dezember 03, 2024 17:39
Hey @RPopovich , thank you for posting in our Community! Managing multi-stakeholder pipelines in HubSpot can be complex but rewarding with t...Beitrag ansehen
Gelöst
KeithCFC on Dezember 02, 2024
Hi, Im connected via Google workspace and my calendar is connected but no option to check against shared calendars, is there a way to do this or is it not an option?
1 Likes
3 Antworten
Akzeptierte Lösung
Koryphäe | Platinum Partner
Dezember 03, 2024 08:11
Hi @KeithCFC The shared calendars in Google need to be configured in Google itself. If you want to create a group/shared meetings link in Hu...Beitrag ansehen
Gelöst
Cozturk5 on November 06, 2024
hello.. I see the attached stages in my sales pipeline.. can you share definition of each stage..
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 06, 2024 01:42
Hi @Cozturk5 , These stages were customized by someone in your HubSpot portal and are not the default ones: https://knowledge.hubspot.com/obj...Beitrag ansehen
Gelöst
RidaZaidi on Oktober 22, 2024
Hi, I'm looking for a way to use the unique Deal ID in my emails for easier email, call logs. For one company, I have multiple deals created with the same client's contact person. To log emails and other records, I can't always go through the de Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 22, 2024 04:13
Hi @RidaZaidi , If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...Beitrag ansehen
MDolfi on Oktober 03, 2024
Hello, If a payment is received on a quote, will the amount on the associated deal automatically update to match the payment amount received? If this is not a native setting, is there a way to configure it as such? Thank you, Mikhaila Beitrag ansehen
0 Likes
4 Antworten
Teilnehmer/-in
Oktober 16, 2024 06:37
Thanks Kennedy. Looking forward to hearing your feedback, @Jnix284 , @JenBergren , @GeorgeBThomas!
Gelöst
SHäntzka on September 26, 2024
Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.
0 Likes
5 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
September 26, 2024 06:00
@SHäntzka diese Formel könnte ohnehin nicht in den Setup-Einstellungen hinterlegt werden. Die Berechnungseigenschat ist der richtige Weg. Du würdes...Beitrag ansehen
Gelöst
MariaJSalazarL on Juli 31, 2024
Hello there! I have a client who is facing this issue. When someone replies to one of the emails of their sequence, it does it from a different email address, so the sequence doesn't unenroll as it should. Of course, they could unenroll these cases Beitrag ansehen
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2 Antworten
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
Juli 31, 2024 15:17
Hi @MariaJSalazarL , I'm not certain if this will work or not, but does this setting help to accomplish this? Josh
SKeohan on Juli 18, 2024
Good Afternoon, we have purchased about 150,000 prospect data from Credit safe to which we want to market however the data we brought does not give us email addresses. I know when I create a company in HubSpot it goes onto the companies domain and p Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Juli 18, 2024 08:43
Hi Karsten, Thank you for your message, that is a shame! We have an external marketer emailing not through HubSpot but thank you for the advice ...Beitrag ansehen
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