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JSzlain en Enero 21, 2025
Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com Leer más
Miembro
Enero 22, 2025 13:22
If I disable the automation entirely, I will lose associations and that is helpful. A workflow will work? It will not work against Hubspot automatio...Leer más
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NicoAndrono en Agosto 09, 2024
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 Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Asesor destacado
Agosto 10, 2024 09:06
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...Leer más
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MVirginiaBarr en Julio 29, 2024
Hi! I need to create a workflow that checks all the deals associated to a contact and based on that mark a few contact properties In contacts i have two custom field called A attending and B Attending (just for the example) and my deals have Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Asesor destacado
Julio 30, 2024 03:57
Hi @MVirginiaBarr One key question, what infos are you copying over from the deal to the contact? Are these the same fields and values on ...Leer más
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MDeKoeyer en Marzo 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 Leer más
2 Me gusta
2 Respuestas
Solución Aceptada
Colaborador líder | Partner
Marzo 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...Leer más
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MRoberts8 en Febrero 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, Leer más
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3 Respuestas
Solución Aceptada
Colaborador
Septiembre 02, 2024 11:22
Hey, you already have a property for this per default, the Number of form submissions from the Default Company Properties (the same property exis...Leer más
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RHendricks en Enero 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 Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama
Enero 24, 2024 07:59
@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...Leer más
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AnnabelleEarps en Diciembre 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 Leer más
0 Me gusta
4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 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...Leer más
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CTurton en Diciembre 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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 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...Leer más
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LWilson40 en Octubre 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 Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 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...Leer más
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MArango7 en Noviembre 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 Leer más
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5 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 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....Leer más
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MArango7 en Octubre 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 Leer más
3 Me gusta
5 Respuestas
Solución Aceptada
Colaborador
Julio 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...Leer más
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vc16 en May 27, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
1 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 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" ...Leer más
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