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AB_Provide on March 14, 2023
Has anyone found a way to send an email note to a personalized field? Or found a successful way to override contact owners being people IN HubSpot? (As in, is there a way to override that field and make it an email versus a person from a dropdown li read more
March 24, 2023 06:55
Hey @AB_Provide ! As @MiaSrebrnjak mentioned it would be nice if you can share a clear example. Looking to your message it seems that it's more
DJohnson4 on February 28, 2023
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
Accepted Solution
Hall of Famer | Partner
February 28, 2023 08:07
Hi @DJohnson4 , I'm not aware of any default workflow actions which would help with this. This can however be achieved with custom code more
SashaLibina on October 24, 2022
Hi there, We have one Hubspot account where we only use the Marketing hub, and another Hubspot account that is mainly used as a CRM. We are trying to find the most optimal way to "merge" them, however at the moment it looks like we will loose d read more
Accepted Solution
Top Contributor | Diamond Partner
March 02, 2023 07:52
@SashaLibina Recognizing that this is an older thread, there is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Portal more
tsprunk on July 13, 2022
How are you tracking interactions/events that HubSpot can't track automatically (trade show interactions, partner webinar registrations, etc.)? I have some go-to methods but wanted to see if there are any others out there. Ideally, the solutio read more
0 upvote
2 Replies
Accepted Solution
Member | Platinum Partner
July 14, 2022 11:24
Hi @tsprunk , For this you can capture the values by either custom objects or by native integration with the Webinar tools as that will create more
KTimmer1 on April 01, 2022
Hello together, I want to find a solution for the following case in terms of trade fair registrations from customers that we get. We want to assign a code for a free ticket to everyone who signs up through our form on the landing page. The p read more
April 14, 2022 01:59
Hola guys, Michaela from Make here, hope everyone's having an exquisite Thursday! 👋 Looking at what @KTimmer1 is looking to do, I would more
TWalsh6 on December 01, 2021
Hi i am wanting some help with my companty records in HubSpot. I want to be able to click into a compant record and see all communication that has been made with the associating contact in the company activity. Currently if i have 30 associated c read more
Accepted Solution
Hall of Famer | Partner
December 01, 2021 21:37
Hi @TWalsh6 , HubSpot will associate some activities automatically accross associated records, see here . Anything else you'd have to more
ARivero1 on November 29, 2021
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
Accepted Solution
Hall of Famer | Partner
November 29, 2021 11:48
Hi @ARivero1 , Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding more
rfernandes1994 on October 20, 2021
Hi guys, We are looking to run a referral program, for the sake of example referrer is Joe Bloggs and referee is Jane Doe. I've marked which stages we've completed and which stages we need guidance on and the best way to manage. Excuse the lengt read more
December 14, 2021 02:14
Our referral platform integrates with Hubspot - it won't work the exact same way you have described, but it allows you to setup a referral camapign more
ETatarchenkova on October 13, 2021
If that is possible with the HubSpot functionality.... How can I connect/synchronize usage data (tracked data on how customers use/behave on our own platform, like, for example, page views, used filters, downloads, clicks, etc.) with HubSpot. read more
Accepted Solution
Key Advisor | Elite Partner
October 14, 2021 08:40
@ETatarchenkova You hit the nail on the head. Behavioral Events can be used to simply store data as you said but they can also display those more
jleow on September 08, 2021
UTM parameters are useful for tracking and identifying the original source of your website visitors. However, these parameters are not collected in any of HubSpot’s default properties. As a workaround, similar to auto-populati read more
3 Replies
Accepted Solution
HubSpot Employee
November 25, 2022 03:17
Hi Alex 😀 Adding my comments here just in case others run into the same problem. After you create your HubSpot forms, you can take the embed more
ERamirez on August 17, 2021
Hello everyone! I'm wondering if anyone has tried this and has gotten anywhere with it... We're running an employee advocacy programme with Hootsuite's Amplify and it's working well so far, our employees like to share via the platform to t read more
Guide | Diamond Partner
August 18, 2021 01:12
Hi @ERamirez , You're completely right that using URL tracking links would be a great way to record where traffic is coming in from. more
jleow on April 05, 2021
At the moment, it isn’t possible to conduct questionnaires with Marketing emails. That said, it is possible to track clicks within Marketing emails - this can be used to collect answers from email recipients. Here’s how you can do so: read more
Community Manager
May 26, 2022 14:28
Thanks for sharing, @PEvans !
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