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PamCotton on February 29, 2024
Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more
Participant
June 04, 2024 09:14
I've had fun learning about workflows through different courses and of course, through trial and error. So far we haven't done a ton of complicated '...read more
Adriane on April 23, 2024
We frequently partner with clients who offer a diverse range of informational brochures for download on their websites, catering to educational providers showcasing details about their various study programs or similar offerings. Typically, read more
Most Valuable Member | Elite Partner
April 24, 2024 20:07
Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...read more
Solved
JMartin1094 on March 26, 2024
I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k read more
Accepted Solution
Key Advisor
March 26, 2024 15:56
Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...read more
Solved
PHerreroMKT on March 12, 2024
Hello, We've recently encountered a warning message from Chrome on our website, indicating that the following cookies will be blocked: _cfuvid .hsforms.com hubspotapi-prefs .hubspot.com _hjSessionUser_XXXXXX .hubspot.com read more
2 upvotes
10 Replies
Accepted Solution
HubSpot Product Team
March 28, 2024 08:29
Hi everyone! My name is Rada and I'm a product manager at HubSpot. Thanks for the discussion on this thread The warnings about HubSpot cookies in Ch...read more
Solved
marconetrio on March 04, 2024
I am currently trying to move my small nonprofit's account into using lifecycle stages (we have been relying on deal stages for the customer journey but this is less effective). Our org is a degree program provider, so the default lifecycle stage na read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 05, 2024 00:43
@marconetrio the "Became a" properties are an exception and are being deprecated. You should see all of these properties including the "Entered" pr...read more
lorenabracho on October 11, 2023
When I send an e-mail marketing campaign in the statistics I can easily identify and create a list of the ones that opened the e-mail, but how can I create a list or identify the ones that didn´t open it?
0 upvote
3 Replies
Most Valuable Member | Elite Partner
October 12, 2023 13:34
You're welcome @lorenabracho - nothing wrong, just wish it was easier 😉
Solved
KaKaRoT on September 06, 2023
Hi, In the company I work we use HubSpot which is integrated with Salesforce CRM. Like in Salesforce we can do the list upload where the create date can be manipulated using a data loader. However, I want to know if there is any way we can d read more
Accepted Solution
Hall of Famer | Partner
September 06, 2023 13:30
Hi @KaKaRoT , The create date of records cannot be changed, there aren't any workarounds to this either. The create date reflects the date whe...read more
Solved
SClara on August 28, 2023
Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more
Accepted Solution
Most Valuable Member | Elite Partner
August 29, 2023 08:49
@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that whe...read more
Solved
smartius on May 30, 2023
Hi all, I am getting started with HubSpot. I'd love to setup a new active list with contacts signed up through a simple newsletter box. I'd love to implement the following flow: -> User submits their email on our website which will be sav read more
Accepted Solution
Hall of Famer | Partner
May 30, 2023 15:37
Hi @smartius , If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the backgroun...read more
Solved
Edmund_Lam on May 17, 2023
I am helping a nonprofit implement HubSpot. They want to track metrics like the number of events a participant has registered for in the last 6 months etc. With the Marketing Hub Starter subscription, is there a way to create this kind of "dynamic" read more
0 upvote
2 Replies
Accepted Solution
Guide | Platinum Partner
May 17, 2023 18:28
Hi, @Edmund_Lam , I love the fact that you're helping a nonprofit! 😍 The question I have for you is how the event attendance is trac...read more
abenly on February 24, 2023
We are looking to create an automated email campaign for clients abandoning their basket on our website. Our e-commerce platform is SynXis but they do not have API, they suggested that Hubspot creates a coding via a GTM container. Can anybody please read more
Community Manager
February 27, 2023 08:15
Hi @abenly , Thank you for reaching out to the Community! Did SynXis provide additional information on the GTM container? Such as requi...read more
Solved
KaKaRoT on February 03, 2023
Hello, I want to track the last modified lead status date and what was its value when the lead status was changed to. For example, I have a contact "ABC" that has a lead status - SAL and if Account Executive changes the lead status to SAO th read more
Accepted Solution
Hall of Famer | Partner
February 03, 2023 04:09
Hi @KaKaRoT , The Lead status property isn't set up for this kind of reporting, at least not out of the box. SAL and SAO sound like th...read more
KaKaRoT on January 02, 2023
Hi, Can anyone help me how to take care of the sync from SFDC to Hubspot and not get the contacts/leads as default to marketing contact? I want to make not all leads from Salesforce get marked as marketing contact which will exceed our limit. read more
Top Contributor | Diamond Partner
January 04, 2023 12:41
Hi @KaKaRoT - contacts added by Salesforce (and other integrations) are sent to non-marketing contacts by default ( reference here ). It's likely t...read more
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