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Sales Hub Tools

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JKrantz le Mai 17, 2023

change notifications from norepley@hubspot.com to company email

One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to Lire la suite

Répondre Admin best practices Email Deliverability Enterprise Notifications Settings

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 18, 2023 01:23

Hi @JKrantz , Unfortunately no, this is not possible. All notifications that relate to record changes can be set up as custom notificati...Lire la suite

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rmaza le Avril 20, 2023

Add a Sequence within a workflow

Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generate worklow.

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 21, 2023 00:03

Hi @rmaza , It is in contact-based workflows, see here https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-usin...Lire la suite

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KS_03 le Mars 31, 2023

Can I change who is assigned to an activity?

I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!

Répondre best practices Sales Starter

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CateDuarte

Contributeur de premier rang | Partenaire solutions Diamond

Mars 31, 2023 11:27

Hi @KS_03 it depends on the activity you are trying to log. Notes and logged calls are user generated so you can't change the user. Tasks ...Lire la suite

arieldj le Février 17, 2023

Check if two deals have the same property

Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert Lire la suite

Répondre best practices Deals Integrations Workflows

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arieldj

Membre

Février 21, 2023 14:30

Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...Lire la suite

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AGarrity10 le Avril 14, 2022

Lifecycle stage funnel: managing when a contact is interested in more then one business line

Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin Lire la suite

Répondre Analytics Tools best practices Dashboards How-To Workaround

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Phil_Vallender

Membre irremplaçable | Partenaire solutions Diamond

Avril 15, 2022 05:12

Hi @AGarrity10 It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...Lire la suite

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amywill01 le Mars 31, 2022

Can you block a contact from using a meeting link?

I have had a few people on our sales team complain about a contact using their meeting link repetitively and wasting their time. Is there a way to block an individual contact from using a meeting link? If not, what's a good way to handle the situati Lire la suite

Répondre best practices Calendar Enterprise Meetings Sales Settings Workaround

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 31, 2022 13:39

Hi @amywill01 , As far as I know, this is not possible. I agree however that this would be a useful feature. There is a related request in the...Lire la suite

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TSaunders le Février 02, 2022

Best organization method - Products & Services?

I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se Lire la suite

Répondre best practices Deals How-To Marketing Professional Sales Workaround

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ndwilliams3

Conseiller clé

Février 03, 2022 19:02

Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal. I would probably avoid separa...Lire la suite

AJohnson8 le Décembre 01, 2021

Sales & CRM ANZ HUG | Developing your Sales Operating System...using HubSpot | Dec 9 @ 1 PM (AEDT)

Sales & CRM ANZ HUG | Developing your Sales Operating System. Making your sales job easier using HubSpot Thursday, December 9th | 1:00 PM (AEDT) Registration Open As a part of the HubSpot User Group(s) (HUGs) Lire la suite

Répondre best practices Sales Starter

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AJohnson8 le Novembre 01, 2021

Embrace the Change: Sales Effectiveness with HubSpot in a Post-Pandemic World

Embrace the Change: Sales Effectiveness with HubSpot in a Post-Pandemic World November 17th | 12:00 PM (EST), 11:00 AM (CST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Appleton HUG Lire la suite

Répondre best practices CRM Marketing Sales Starter Webinar

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RandyC le Octobre 29, 2021

What are the best methods to treat/manage/process Closed Contacts in CRM?

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

Répondre Admin best practices Companies Contacts CRM Deals

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Josh

Expert reconnu | Partenaire solutions Platinum

Octobre 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...Lire la suite

yanick le Septembre 01, 2021

Link in an email

Hi everyone, We do have an internal conversation about adding a document link or attaching a file to the email. One of my colleague's concerns is about security. From a security standpoint, his point of view is that never click on a weblink even Lire la suite

Répondre best practices Marketing Email

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webdew

Guide | Partenaire solutions Diamond

Septembre 02, 2021 00:23

Hi @yanick , I believe that you are talking about the marketing emails here. it is recommended to add documents/attachments link to your emails...Lire la suite

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Melike_Beckmann le Mai 04, 2021

Live Chat on websites with more than one language

Hey everybody, I am a beginner using Hubspot and I am wondering if somebody needed to create something similar to mine: Currently, we are using the Live chat flow in English however, I would like to localize the language on our German homepage Lire la suite

Répondre best practices

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 04, 2021 07:37

Hi @Melike_Beckmann , I assume you have different URLs for your homepage in English and German? You can specify which URLs you would li...Lire la suite

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