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martynasd on October 09, 2024
I am a graphic designer looking to help businesses with their visual tasks as a freelancer. Would like to reach out to people. Any suggestions?
0 upvote
1 Reply
Hall of Famer | Partner
October 09, 2024 07:04
Hi @martynasd , As a freelance graphic designer, there are multiple ways to reach out to potential clients and businesses effectively. Here ar...read more
MDolfi on October 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 read more
0 upvote
3 Replies
Community Manager
October 09, 2024 15:49
Thank you for the example, @MDolfi ! That is super helpful. I'd like to invite some of our experts to see if they can confirm this behavior...read more
Solved
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 upvote
5 Replies
Accepted solution
Hall of Famer | 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...read more
Solved
Caz6Caz6 on September 23, 2024
Hi, I uploaded a file of 35 new leads and then sent them outreach emails from Outlook, but they haven't populated the activities list. The contact was created at 12:24, and the email was sent at 12:31. I had already connected my emails to HubS read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 23, 2024 13:18
Hi @Caz6Caz6 , Installing the extension is not necessarily enough – have you made sure that your Outlook extension is also set to log the emai...read more
rickgoz on September 19, 2024
Hi, I’m reaching out to inquire about changing the Lead Pipeline Stage of a Lead based on the Last Contacted Date. Unfortunately, I’ve noticed that the Last Contacted Date is not available on the Lead object. Utilizing the Last Contacted Da read more
0 upvote
3 Replies
Community Manager
September 26, 2024 12:25
What if you create a sync property on the Lead from the Contact? That way the Last Contacted would always be updated on both records and you'd be a...read more
JBoobar on September 10, 2024
I created a new association card under customize record for a contact that I am using the track referrals. However, it is copying over anyone in the "contacts" card already associated. Also, When I add a contact to the referred by, it adds them to t read more
0 upvote
3 Replies
Key Advisor
September 10, 2024 14:38
Thanks for the additional context @JBoobar . I can see where the confusion is occuring, there are different types of cards you can use in di...read more
S-Roybal on August 02, 2024
When i attemnpt to upload a list of companies, i get the error that associations can't be made suggesing i use company Domain name or company name. I have both columns on the excell file. I"m not sure what todo? the formating i'm using is xxxxxx. read more
1 upvote
8 Replies
Thought Leader | Platinum Partner
August 06, 2024 05:41
Hi @S-Roybal this is not HubSpot support we are all partners or independent consultants assiting the community. If you need special help lea...read more
Solved
MariaJSalazarL on July 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 read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
July 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
RS_remap on July 29, 2024
We are planning a migration to Hubspot. We have used MailChimp historically. I have identified how to import our Email records from MailChimp but I'm wondering how we might preserve the engagement data for those emails - so we can do more accurate t read more
0 upvote
1 Reply
Hall of Famer | Partner
July 29, 2024 10:08
Hi @RS_remap , As far as I know there isn't an API endpoint to support this; this is unfortunately not possible. Best regards!
Solved
THansson on July 24, 2024
Our company has 2 separate Saas based services, that both start with 30 day free trials. The sales process is different for these services/products/brands as one of them needs a physical device to be mailed to the customers beforer starting a trial. read more
1 upvote
4 Replies
Accepted solution
Key Advisor | Partner
July 25, 2024 02:25
Hey @THansson If your two SaaS services have different sales processes with unique stages, you should create separate sales pipelines. If ...read more
Solved
AWeise0 on July 24, 2024
Hallo, wir haben eine Frage zur manuellen Protokollierung via BCC. Ich als Admin kann über "Einstellungen - Objekte - Aktivitäten" bei " Manuelle Protokollierung" auf meine BBC Email Adresse zugreiffen. Meine Kollegin, welche ich im System anegl read more
0 upvote
2 Replies
Accepted solution
Key Advisor
July 24, 2024 05:42
Hi @AWeise0 Die BCC Adresse ist für alle Nutzer eines HubSpot Portals gleich, sie besteht aus der HubID. Wichtig ist das die hier auf...read more
Solved
JNienhausen on July 23, 2024
Hi HubSpot Community, I'm encountering an issue with a workflow that's supposed to update specific deal properties based on the "Deal type" property. The workflow works fine when the deal is initially created, but it fails to update the propertie read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 23, 2024 10:20
@JNienhausen my apologies, I missed that part. HubSpot workflows do not have a way to restore the value in a property directly, unfortunately...read more
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