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JSzlain le Janvier 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 Lire la suite
Membre
Janvier 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...Lire la suite
Résolues
NicoAndrono le Août 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 Lire la suite
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1 Réponse
Solution Acceptée
Conseiller clé
Août 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...Lire la suite
Résolues
MVirginiaBarr le Juillet 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 Lire la suite
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2 Réponses
Solution Acceptée
Conseiller clé
Juillet 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 ...Lire la suite
Résolues
MDeKoeyer le Mars 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 Lire la suite
2 Mentions J'aime
2 Réponses
Solution Acceptée
Contributeur de premier rang | Partenaire solutions
Mars 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...Lire la suite
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MRoberts8 le Février 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, Lire la suite
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3 Réponses
Solution Acceptée
Contributeur
Septembre 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...Lire la suite
Résolues
RHendricks le Janvier 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 Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté
Janvier 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...Lire la suite
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AnnabelleEarps le Décembre 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 Lire la suite
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4 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
Résolues
CTurton le Décembre 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 Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
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
Résolues
LWilson40 le Octobre 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 Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Octobre 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...Lire la suite
Résolues
MArango7 le Novembre 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 Lire la suite
0 Mention J'aime
5 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Novembre 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....Lire la suite
Résolues
MArango7 le Octobre 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 Lire la suite
3 Mentions J'aime
5 Réponses
Solution Acceptée
Contributeur
Juillet 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...Lire la suite
Résolues
vc16 le Mai 27, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
1 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
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" ...Lire la suite
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