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This week, it seems like the autopopulation feature for creating companies has been discontinued. This is a major hindrance to my workflow efficiency. Does anyone know if this is temporary or why the autopopulation feature is no longer working?
If you’re looking for a free alternative to keep things running smoothly, you can try Enrich-CRM : ✅ Automatically enriches companies &...Lire la suite
I'm currently implementing a system where I combine a Company Score and Contact Score within the Deal Pipeline in the Sales Hub. My goal is to quickly identify super-qualified cases, some in between and so forth. So basically, I can have compani Lire la suite
Are you selling to Accounts to Contacts? That would be the first question I would ask in your methodology as you are entering Account-Based territory...Lire la suite
Hi, I have run into the issue that the companies have listed their current website provider but its not going through to the contacts that are assoicated with company. I would like the contacts to also have the current web provider without having Lire la suite
Membre irremplaçable | Partenaire solutions Platinum
Mars 15, 2024 07:37
Hey @EWhichard
I'd have done a Company WF
trigger Current web provider is known
and the copy that property into the contact record.
Why?
...Lire la suite
Membre irremplaçable | Partenaire solutions Platinum
Février 08, 2024 07:50
Hey @FLiu
so the last thing to check is your profile/user permission
this could be the reason why your are not being able to use the search ba...Lire la suite
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus Lire la suite
@RHendricks I built out a stage tracker for deals and looked at some of our deals to verify.
The "Closed stage" is a combination of "Closed w...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Décembre 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 ou...Lire la suite
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 ABC.com and now we are g Lire la suite
Hi Palak,
If having multiple companies with the same domain causes problems for your NetSuite integration, you may be better off planning to im...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Août 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: https://k...Lire la suite
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 Lire la suite
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 ...Lire la suite
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 Lire la suite
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' Lire la suite
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...Lire la suite
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 Lire la suite
@karstenkoehler , your advice did the trick! We each disabled our notification settings, saved them (where prompted), and re-enabled them. As of ...Lire la suite
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