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CTurton on December 07, 2023
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref read more
0 upvote
1 Reply
Hall of Famer | Partner
December 08, 2023 00:09
Hi @CTurton , Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find more
PDesai1 on September 07, 2023
Hi, Our company is a perk provider and we currently serve only one country, but soon we are looking to expand to other countries. My concern is if we have for example ABC company as our customer in one country with domain and now we are g read more
0 upvote
3 Replies
Accepted Solution
Guide | Gold Partner
September 11, 2023 11:03
Hi Palak, If having multiple companies with the same domain causes problems for your NetSuite integration, you may be better off planning to more
ACodita on August 29, 2022
Hello! I have a big problem because my sales team is getting bigger. How can I keep leads private? EX: Bob is my sales man. Bob wants to find some leads and add them up to HubSpot and after that he will start to call them. I woul read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 29, 2022 13:54
Hi @ACodita , For any user in your portal, an admin can select what they should be able to see. You can do so via user permissions: more
rjonesSolaria on May 13, 2022
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Accepted Solution
May 16, 2022 13:18
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated more
nthatcher-airbr on April 18, 2022
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
Accepted Solution
Hall of Famer | Partner
April 19, 2022 00:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and more
RandyC on October 29, 2021
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more
Accepted Solution
Recognized Expert | Platinum Partner
October 29, 2021 08:34
Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While more
HtenCate on June 21, 2021
Hello, we are trying out Hubspot CRM and have begun entering Tasks, and attaching them to contacts, companies and deals. However, we have not received any notifications or reminders for any them, and several tasks have gone past due. We are not read more
Accepted Solution
June 22, 2021 17:47
@karstenkoehler , your advice did the trick! We each disabled our notification settings, saved them (where prompted), and re-enabled them. As of more
rjonesSolaria on June 16, 2021
We are a b2b manufacturer and receive many leads from end users that we cannot fulfill directly. We pass them on to chosen customer companies that then install the product in a leads home. We need a way to associate it to the company we give it to a read more
Accepted Solution
Hall of Famer | Partner
June 22, 2021 23:47
Hi @rjonesSolaria , You could use existing or custom properties to "label" your contacts. That way you can exclude them from automated more
Weldonco on February 28, 2017
The company information auto populates from google, when the company updates their info will this automatically be reflected in the CRM?
0 upvote
1 Reply
Accepted Solution
HubSpot Alumni
March 08, 2017 13:15
Hi @Weldonco , Company information is not pulled directly from Google. Instead, we have compiled a database of publicly available company more
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