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
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
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
Hi @Nickthevy ,
This is expected behavior, HubSpot will sync all calendar events according to these rules: https://knowledge.hubspot.com/inte...Beitrag ansehen
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
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
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
Hey @RPopovich , thank you for posting in our Community!
Managing multi-stakeholder pipelines in HubSpot can be complex but rewarding with t...Beitrag ansehen
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?
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
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
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
Hi @RidaZaidi ,
If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...Beitrag ansehen
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
Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.
@SHäntzka diese Formel könnte ohnehin nicht in den Setup-Einstellungen hinterlegt werden. Die Berechnungseigenschat ist der richtige Weg. Du würdes...Beitrag ansehen
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
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
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