I am looking to add transaction data from our ERP to Hubspot through manual upload, but do not know the best way to go about it.
I have attached a screenshot of a sample file that we'll be uploading. At the highest of levels, I would like to b read more
Hi @AValentine ,
I would import these transactions as Deals, potentially in a separate pipeline if your sales team is already using it for the...read more
Does anyone have advice on the best way to recognize and have customers be able to sign change orders? With the current HubSpot setup you have to either add those line items to the existing Deal and have all items appear on the change order or creat read more
I think the easiest way would be to create a custom product property, such as Item type or something similar, and display it on your quote template. ...read more
Hello - I have had issues with hubs forcing /en-us on my website domiain, now on my blog such that the domain.com/blog no longer works (404 error)...and I can't force Hubs to remove that in my domain. Pls advise, sb
Hi Community ! I am currently trying to create a property that calculate the deals count over a specific period of time. What I am trying to achieve : - Calculate deal count for the first quarter of the year - Calculate deal count for th read more
Hey @karstenkoehler , once again, this is bringing a nice solution! What I'm going to do : Create a boolean property at deal level : Purchased b...read more
Hi all, Im new to Hubspot so aplogies if this is a bit simple, but Im having issues getting to grips witht he product views. My assumption was that each view was a seperate list and you could choose which view to add a new product to when you cr read more
I'm looking for a good way to create a page similar to the attached image, below but with checkboxes next to the products. This will be sent to clients who can then select what they're interested in and submit it. I tried using a form but that seems read more
Hey @PSM not out of the box no! This would only be possble through a highly customsed form. I've seen people do this in the past with using a HubSp...read more
Tell me about the criteria that I follow to get organic leads from Google and other search engines to my website Digillex which provides the best digital marketing services in Malta, Perth, and Pakistan.
Hey @Digillex Ensure your website is optimized for search engines. This includes using relevant keywords, optimizing meta tags, ensuring mobi...read more
We want to be able to have a location field for people to type in where they are located and that will determine the phone number we suggest they call for customer support since we have quite a few. What would be the best way to do this?
Hi @LCoronis ,
I wonder if a support location (store) locator plugin would be easiest to add to your website? You could Google this to find on...read more
Hi, I wish to link our internal users to specific payments in HubSpot. This would replace going to Commerce -> Payments then searching by Payment ID or Object ID. The URL to view all payments is: https://app.hubspot.com/contacts/OUR_PORTAL read more
I'm looking for something like this: https://app.hubspot.com/commerce_payments/OUR_PORTAL_ID/commerce_payment/PAYMENT_ID Works for contacts: ...read more
Hey there @MShinde6 and welcome to the Community. My gut says yes it's possible, but it's not an easy task. This would be a custom project for a So...read more
Hi community, We are a non-profit organization, and I would like to create a list of contacts based on the cumulative amount of donations (transactions) in euros they made over a given period. For example, all the contacts who have given less than read more
Hi @Lucila-Andimol and @DianaGomez , Many thanks for your answers. I finally found a way of managing it thanks to our Hubspot CSM. He adviced me...read more