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MDeKoeyer on März 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c Beitrag ansehen
1 Likes
1 Antwort
Stratege/Strategin | Partner
März 19, 2024 06:29
Hi @MDeKoeyer , Because a sequence is related to a contact, the tasks being created are only linked to the contact and not the contact's comp...Beitrag ansehen
MRoberts8 on Februar 01, 2024
Hello, I'm trying to create a score property to understand intent for a company. I want to add as a criteria the # of times contacts associated with this company fill out a particular form. I can't seem to find a way to do this. Ideally, Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Februar 01, 2024 13:00
Hi and thank you! I do have access to our workflows Best, Michael
RHendricks on Januar 23, 2024
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 Beitrag ansehen
Mitglied
Januar 24, 2024 08:27
Thanks for the reply Jennifer 🎉 I'm quite happy with the stage tracker on the deal object. It's when i'm trying to use the stage tracker t...Beitrag ansehen
Gelöst
AnnabelleEarps on Dezember 19, 2023
How can a company use Hubspot to: Keep track of all our key accounts. Track actions, emails and follow-ups. Develop campaign plans for specific accounts. Each account is different so automated emails probably won't work. We would like Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Dezember 20, 2023 00:36
Hi @AnnabelleEarps , You'd be in very good hands if you took the offer of @Jnix284 's demo – I highly recommend taking it. For high-lev...Beitrag ansehen
Gelöst
CTurton on Dezember 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 Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Dezember 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...Beitrag ansehen
Gelöst
LWilson40 on Oktober 17, 2023
Hello, h ow can I manually select certain contacts to set up for my Sales Team who would then enroll these contacts in their sequence on a certain date? We want to add 50 contacts to a sequence 1x a week per rep. Those contacts should be from dif Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Oktober 17, 2023 13:03
Hi @LWilson40 , This is generally possible but harder without a Marketing Hub Enterprise subscription which lets you create random samples fro...Beitrag ansehen
Gelöst
MArango7 on November 11, 2022
CONTEXT: We are integrarting an ecommerce site with Hubspot. When a customer buys a product in our site, using HS's API, we create a contact, associate a deal and a specific stage. WHAT WE NEED: We are creating an automation in HS. When the de Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Berühmtheit | Partner
November 11, 2022 13:17
Hi @MArango7 , You're correct – when creating an internal email notification in a deal workflow, you can only use deal personalization tokens....Beitrag ansehen
Gelöst
MArango7 on Oktober 05, 2022
We are using the Round Robin Meeting tool. We need to assign as the contact owner, the user that the contact ends up having the meeting with, not the owner of the Round Robin calendar. I understand this is not possible in Hubspot. So we are trying Beitrag ansehen
2 Likes
5 Antworten
Accepted Solution
Teilnehmer/-in
Juli 16, 2023 14:46
This is an old question - but using "Activity Assigned To" doesn't always work - especially if other activities are scheduled. I've found a beter opt...Beitrag ansehen
Gelöst
vc16 on Mai 27, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 27, 2022 00:41
Hi @vc16 , Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" ...Beitrag ansehen
Gelöst
vc16 on Mai 24, 2022
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Mai 25, 2022 00:09
Hi @vc16 , You're correct, you can display 4 fields and freely choose two of them by following these steps: https://knowledge.hubspot.com/crm...Beitrag ansehen
Gelöst
IMartin on Januar 10, 2022
Hi, we are testing Hubspot CRM as a potential platform to move to. I encountered an unexpected issue with pasting an image from a Teams meeting during our recent call with a customer. When I paste an image into the body of the Log, I can no longer s Beitrag ansehen
0 Likes
4 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 14, 2022 15:47
Hi @IMartin , The issue here might be copying images from OneNote straight into the meeting log – this might simply be an incompatibility issu...Beitrag ansehen
Gelöst
RandyC on Oktober 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' Beitrag ansehen
Accepted Solution
Trendsetter/-in | Platinum Partner
Oktober 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 th...Beitrag ansehen
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