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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
April 22, 2024 04:46
nvawh on April 18, 2024
Hello I am looking for a work around for being able to see what queued up emails are waiting to be sent from a workflow in the contact screen. I want to be able to see that there is an email waiting while I am looking in a specific person's cont read more
0 upvote
1 Reply
Hall of Famer | Partner
April 19, 2024 00:15
Hi @nvawh , This can unfortunately not be done with tasks, no, as workflow can currently not close tasks. In general, HubSpot does not more
KKappelhoff on March 11, 2024
Original source drill-down 2 and 1 showing in property history but not in the contact properties. How can I fix this?
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
March 11, 2024 11:23
@KKappelhoff apparently, HubSpot is clearing the field, at least that's what the history shows. I don't know why that is but you could explore it more
KRodriguez10 on January 16, 2024
Can you still reach out via Sales Calls to contacts that opted out of Marketing emails? For opted out of marketing emails contacts, what other forms of outreach can you still do on HubSpot?
0 upvote
1 Reply
Accepted Solution
Top Contributor
January 16, 2024 09:55
I believe legally you can still call them but this would depend regionally on where you are, typically you can also send a direct one-on-one email. more
zacbadgley on January 08, 2024
I work closely with the Developer Relations team, who hosts a lot of events and meetups. When meetups are in-person, the team has a very stiched process for tracking attendance, which ranges from paper notes of names to exporting a lead list, m read more
0 upvote
2 Replies
January 10, 2024 16:45
Thanks JigarT, I appreciate the response. I'm hoping to do this a bit more "out of the box" instead of adding another tool at this time. I more
MaxGPT on October 13, 2023
Hi all, I am looking for a way to merge contacts with the same phone number and different emails. For context, we get many resubmissions where the person submits with the same phone number, but different email, creating two separate contacts wh read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
October 13, 2023 13:39
Hi @MaxGPT , There is a code snippet here which you (or a developer) can adjust: more
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 more
EDror on August 15, 2023
I'm managing 30 accounts that I am chasing and have roughly 50-60 warm relationships I am managing within those accounts. I am looking for a way to make sure I am on top of all these in one simple place. I have the contacts section within target read more
0 upvote
1 Reply
Community Manager
August 15, 2023 17:19
hello @EDror thank you for posting in our Community! I would recommend you work with lists to add specific criteria to stay on top of your more
AGüell on July 07, 2023
Hi! We have agents in a call center that work at different time schedules. We are having trouble assigning them leads. We have a workflow for creating and assigning deals to our call center. The procedure is very simple: (i) every time a lead read more
Accepted Solution
Hall of Famer | Partner
July 07, 2023 04:53
Hi @AGüell , @AGüell wrote: We've tried different approaches like creating different workflows that are only active in some times of the more
nychd on June 29, 2023
Is there any way to merge contacts using workflows based on certian criteria? Since the only way to bulk upload multiple email addresses on a single contact is with a custom field. I have a "email 2" and "email 3" field on my contacts. If a cont read more
Accepted Solution
Hall of Famer | Partner
June 30, 2023 00:17
Hi @nychd , Out of the box, this is not possible via workflow. In workflows it would require custom code actions , the help of a developer more
elisestieren on June 09, 2023
Hi there, We have the automation setting that associate contacts with companies turned off. Our CRM is salesforce and at present we do not want Hubspot to create new account records. The only contacts asscociating with companies are salesforce read more
0 upvote
4 Replies
Accepted Solution
Top Contributor | Diamond Partner
June 14, 2023 13:57
You can do this using Operations Hub if you have the technical capabilities to create a custom-coded Workflow action. BUT there's a super easy more
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 more
seobrien on May 22, 2023
How do I create a Dashboard Report that shows Contacts ranked by Score in lists organized by Target Companies?
0 upvote
1 Reply
Accepted Solution
Guide | Elite Partner
May 23, 2023 07:31
@seobrien - If on a professional or enterprise subscription, you can: - create a custom report with contacts and companies selected as the data more
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