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CRM & Sales Hub

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Workflow - Send email to External email from custom object
- Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
Best Practice for populating Contacts and Companies "name"?
- Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
"Network" linked to company profiles
- I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
Changing deal stage after customer reply
- Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

ESalvatierra4 on April 23, 2024

Why is it not possible to map custom Property HubSpot User to SFDC Fields?

I recently discovered the HubSpot User custom property and thought it was a good way to assign multiple teams to an account and contact. After playing with it more, I'm realizing I can't map it SFDC sync or be manipulated without manual intervention read more

Reply Discussion Enterprise

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ESalvatierra4 on April 23, 2024

Assigning Custom Property HubSpot User Field Type to Existing Text Property

Hello, I'm currently working through a project where I'm looking to simplify our current task workflows. Our tasks are currently processed through HubSpot to assing to specific sales teams BDRs, RSMs, ISMs, CSMs, and PSMs. All of these team members read more

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AntreasPapadopo on April 23, 2024

Retrieving the emails of all contacts in a list

Hello, I am trying to find a way to retrieve the email addresses of all contacts in a list. From what I can see from the documentation I need to first call the list endpoint below: " https://api.hubapi.com/crm/v3/lists/LIST_ID_HERE /members read more

Reply Discussion best practices Contacts CRM Lists

0 upvote

2 Replies

AntreasPapadopo

Member

April 23, 2024

@Mike_Eastwood Thank you for your prompt response but what I fail to realise is how you specify the List when using said endpoint ( POST ...read more

AAustinEWG on April 23, 2024

Contacts Changing Companies / Retain Info

Hello! I am new to HubSpot. My company has an issue where they have created new contacts any time someone changes companies. They do this because they do not want to lose any of the historical information for that contact at their previous company. read more

Reply Discussion best practices

0 upvote

4 Replies

AAustinEWG

Member

April 23, 2024

@Jonas_De_Mets Very helpful - thank you!!

CDuncan0 on April 23, 2024

Orders not associating to Companies

Is there a way we can associated orders to companies? I can see contacts with orders. Contacts are associated to companies. But I cannot see orders in companies.

Reply Discussion Starter

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KHavens on April 23, 2024

Document: "Unknown Deck"

Hi - When I upload a new document and then add it to an email template, I keep getting this "unknown deck". Does anyone know how to fix this?

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