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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
Community Manager
March 22, 2024 13:33
Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...read more
Solved
BButterfield on March 25, 2024
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more
Accepted Solution
Hall of Famer | Partner
March 26, 2024 01:05
Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more
Solved
DerekBallantyne on January 02, 2024
Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need read more
Accepted Solution
Participant
January 16, 2024 01:33
Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...read more
Solved
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: https://github.com/HubSpot/sample-workflow-custom-code/blob/...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
PSaetia on July 03, 2023
How can I delete my account so I can make a new one?
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
July 03, 2023 19:51
@PSaetia To delete your account, click your company name in the upper right corner of the navigation bar. Choose Account & Billing...read more
Solved
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 an...read more
HeidiHub on June 28, 2023
One of my clients recently started using landing pages for their marketing and we're having an issue where the font is being ignored when I have a link in a regular paragraph. Is there a way to force the paragraph to use a certain font, when yo read more
Key Advisor
June 28, 2023 14:55
This has to do with the code on the page overriding your styling. Can we see the page in question?
Solved
RChua8 on June 28, 2023
Hello, I have imported and opted out a huge number of users to Hubspot. Since this is for a tempoary basis (to exclude them from our emails), I am looking for a way to opt-in them back. Is it possible to bulk opt-in a huge number of users? read more
Accepted Solution
Hall of Famer | Partner
June 28, 2023 13:14
Hi @RChua8 , You can find instructions for this here: https://knowledge.hubspot.com/contacts/remove-an-opt-out-of-email-status Best re...read more
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
Top Contributor
March 24, 2023 09:55
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 possib...read more
Solved
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 11:07
Hi @DJohnson4 , I'm not aware of any default workflow actions which would help with this. This can however be achieved with custom code action...read more
Solved
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 | Elite Partner
March 02, 2023 10:52
@SashaLibina Recognizing that this is an older thread, there is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Portal Migra...read more
Solved
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
1 upvote
2 Replies
Accepted Solution
Member | Platinum Partner
July 14, 2022 14:24
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 th...read more
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