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Solved
ALintner on November 01, 2024
Hello! We use a custom field for Lead Source with the sales peoples names in our deals. I am wondering if I can associate the lead source drop down names with the sales teams emails/contacts? I would like to create a workflow that notifies the lead read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 01, 2024 11:05
Hi @ALintner , This would be most easily achieved if your lead source field had the property type 'HubSpot user'. It might be an additional fi...read more
Solved
Caseyhg on October 31, 2024
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 15:55
Hi @Caseyhg , Two properties would indeed be helpful - so you can create a third property (calculation for the spread). Deal amount (defau...read more
Solved
MVallhonesta on October 30, 2024
Hello! By mistake, I changed a workflow that enrolled many businesses and changed massively 2 business properties: "value" and a customer created property. As a consequence, the workflow restated all these businesses value to 0, due to my mi read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 30, 2024 04:36
Hi @MVallhonesta , The best approach would still be this tutorial here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting...read more
ThomasGuns on October 29, 2024
We have an issue that a lead is created based on the lifecycle stage: sales qualified lead. I can see the Lead under associations in the right side column. The lead also has a known contact owner. But when I check the prospecting tool the lead is no read more
0 upvote
2 Replies
Participant
October 29, 2024 11:12
Yes, it’s on. I see that the lead owner field is empty. So I copied this property to a contact property and checked it with the contact owner property...read more
Solved
DThomson0 on October 29, 2024
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
0 upvote
1 Reply
Accepted solution
Contributor | Platinum Partner
October 29, 2024 07:58
HubSpot Breeze doesn't enrich personal details only company. https://knowledge.hubspot.com/privacy-and-consent/breeze-intelligence-faq ...read more
Solved
FrankWL on October 28, 2024
Hi. My customer is primarily working in the B2C environment, so it would be necessary to see the (primary) contact name as a column in the deal tab of the sales workspace. Any idea how we can achieve this?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 28, 2024 04:43
Hi @FrankWL , Currently, there isn't any way to display this directly, but here are a few ways how you can work around it: Create a custom...read more
Solved
EVatsev on October 22, 2024
Hi, We are running a Christmas holiday campaign and our sales team wants to turn off mandatory fields only for the deals they create for the holiday campaign. They use line items (products) and we created a separate product just for the campaign read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 23, 2024 03:47
@EVatsev assuming that your campaign deals have a specific value in some property, here's what you would do: Enroll deals based on that value A...read more
Solved
DSBrown on October 19, 2024
I'm new to Sequences. I'm used to Keap where you can delay the start of a sequence or the emails in a sequence by a certain number of days AND select the day of the week it will go - simply and easily. I'm told that feature isn't available in SH read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
October 20, 2024 04:23
Hi @DSBrown , So, I haven't personally used KEAP, but it sounds like a really handy feature to have. In HubSpot, what people are referring to...read more
Solved
markrentschler on October 17, 2024
We have our sales@ Outlook inbox set up to forward all mail to our HubSpot fallback email address, so we can manage messages in the HubSpot inbox. I'd like to automate what is currently a manual process of sorting through the junk to find legiti read more
0 upvote
2 Replies
Accepted solution
Community Manager
October 17, 2024 19:26
Hi @markrentschler ! Welcome to the Community-- happy to have you here 😊 I might set this up using the Associated Activity Email body lik...read more
Solved
EFlores_Paula on October 17, 2024
Under guided actions, HubSpot always suggests that I reply to no-reply emails. How do I stop that?
0 upvote
2 Replies
Accepted solution
Contributor | Partner
October 17, 2024 18:49
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
Solved
DSchrager on October 15, 2024
The "latest time" spent in a lifecycle stage properties are not capturing actual time spent correctly. This is especially apparent in the `customer` lifecycle stage where the value is null. I've tested this on multiple contacts (progressing to ` read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 15, 2024 09:34
Hi @DSchrager , This is expected behavior, see here: https://knowledge.hubspot.com/records/use-lifecycle-stages Latest time in [stag...read more
00444 on October 13, 2024
I am having a problem with a sequence - I already used in past sequences without any problem , what changed now? Delivery has failed to these recipients or groups: example@xxxx.com ognized as a valid sender. The most common reason for this read more
0 upvote
2 Replies
Member
October 13, 2024 06:37
Happened with 450 emails I sent a few hours ago. All of them had the same error and message. All of the emails I sent were to people who I am in co...read more
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