Hello, Two of my lead status are 'accepted' and then 'contacted'. Currently my sales team manually change the lead status to 'contacted' after having done a phone call with a lead or sending him an email. Do you know of any way of automatisi read more
Hi @NMacLean ! In the past, I have used workflows for this kind of automation. I create a Contact Based workflow, and the trigger would be "num...read more
Hi, Is it possible to convert a single-line text field into a date picker property? We are a travel company that has a chatbot live on our website as another channel for people to request a quote. One of the queries in this chatbot is "W read more
Hi @DJohnson4 ,
I'm not aware of any default workflow actions which would help with this. This can however be achieved with custom code action...read more
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
Hi, Can anyone please help me understand in an easy way the difference between the lifecycle stage and the lead status stage? What property usually does SDR/BDR update when lead/contact is hand-off to the sales team from the marketing team? An read more
Hi @KaKaRoT ,
@franksteiner79 published a post here, explaining the difference and how to use each field: https://community.hubspot.com/t5/...read more
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
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
Hi, Can anyone of you please help me with the best approach to take care of the marketing contacts? I would like to know the best practices to make sure I do not exceed the marketing contact limits, would be great if anyone can help me with it. read more
Hello! From working with customers on various email automation campaigns and working through deliverability questions that naturally come up, I wanted to compile a post that includes best practices on email automation (specifically marketing email read more
Hey HubSpot Community! I've been given a list of contacts (comapny name, first name, last name, job role) and I simply want to check to see whether they exist in our database or not. Without checking each one manually is there a way to do this read more
Hi @CarlaNadin . I'll second what @Phil_Vallender said. I'd also add that my thought would be to export current HubSpot Contacts, then compare tho...read more
Hello, I connect Hubspot to Crossbeam for partner work and found a large list of overlapping companies. So now I want to set up an email to announce to those contacts that we have an integration that they might find useful. However, I cannot read more
@JBorgeson if you want HubSpot to auto-create and auto-associate Company objects to the Contacts who have that business email, the setting is here:...read more
A SaaS(sy) B2B attribution guide on Hubspot! (2/3) Oh, look! You haven't given up after my previous article (whew!). So, are you ready to step up and build a multi-touch linear model? Hmm … wait… if you’re still trying to understand why I read more
I have a contact property named "X" that has value = "a/b/c" for every contact. Many Contacts can have the same email domain property, for example "aloha.com" (which means they have the same company) my question is: Can I create another prop read more