We want to segment leads based on the type of product we can offer them. Would it be possible to use the lead type property for this? Would we be able to setup reporting showing the amount of leads received per month, by type of lead and per read more
Hi @alext87 ,
You can both use the existing property or create a new one - you'll be able to create those reports in both cases as long as you...read more
Is there any way to pass meeting information to a redirected custom confirmation page? Right now if we have enabled a custom redirect, it just shows this simple confirmation icon for 3s and then redirects to our url with a bunch of tracking paramete read more
Hey @genevagordon this isn't possible at the moment unfortunately, meetings really doesn't allow any customisation outside of what's available in t...read more
Workspaces -> Prospecting -> Your Leads If I change lifestyle stage to lead or lead status to new or open it does not auto populate to "your leads". How do I this from the contact record and quickly?
Hi @JPadilla97
No, leads is an additional object to contacts - the various "lead" names and properties floating around HubSpot can be confus...read more
Outreach makes these claims when providing a comparison between Outreach and HubSpot. However, I know that several of these claims are inaccurate. Can you help me fact-check and provide evidence to challenge these statements? It feels like they may read more
@SEgeland HubSpot and Outreach serve different purposes in the sales and marketing landscape. Kindly go through the articles mentioned below...read more
Hello Hubspot Experts We recently added the Sinch Message Media app to our Hubspot account to enable our sales team to send and recieve SMS messages via Hubspot (based in Australia, so can't use the HS function). The app doesn't log the SMS read more
Hi @Marie_ , I understand the challenge you are facing with the Sinch Message Media app not logging SMS messages as activities that count towards...read more
Is it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ? I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed . I cannot find any read more
Hi All, Having an issue with the About this Contact card on the Prospecting Workspace. Its showing a bunch of random fields that isn't even on a view anywhere else on our platform let alone our Default card. Does anyone know how to directly chan read more
Thanks for the screenshots @DCrinnion1 ! It looks like you still have an "Actions" menu on the top right corner of the About this contact section. C...read more
Hello, Darren from SDG Group! We're ramping up our prospecting machine and looking to add lots of data into CRM in 2025, ultimately looking for accurate mobile numbers! To do this we're currently and looking into various solutions including Apol read more
Thanks Kennedy. I thought I'd submitted as an idea but thanks to you I realized both my placement and wording were sloppy. I've created an idea! ...read more
Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. read more
I'm reaching out to see if anyone has found a workaround for this issue. We are a B2B company and recently implemented/trained on the HubSpot Prospecting tool for our sales reps to manage inbound leads (marketing, referrals, sales-generated, etc read more
Hi @TMendl a little late to respond, I'm curious if your team has thought about using the Account Based Marketing tools ? Leveraging target accoun...read more