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Solved
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
Contributor
May 16, 2022 10:18
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 ...read 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
Hall of Famer | Partner
April 18, 2022 21:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and fi...read more
Solved
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 05:34
Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...read more
Solved
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
Participant
June 22, 2021 14:47
@karstenkoehler , your advice did the trick! We each disabled our notification settings, saved them (where prompted), and re-enabled them. As of ...read more
Solved
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 20:47
Hi @rjonesSolaria , You could use existing or custom properties to "label" your contacts. That way you can exclude them from automated communi...read more
Solved
Weldonco on February 27, 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 10:15
Hi @Weldonco , Company information is not pulled directly from Google. Instead, we have compiled a database of publicly available company inf...read more
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