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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 Lire la suite
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...Lire la suite
Hello team, I want to track how many days a contact spends in a lead status. I know I can c reate calculation properties on the contact called for example "Time spent as MQL", and then the formula is Time Between "Became an MQL date" and "Became Lire la suite
My recommendation would be to 1) Create a property for each Lead Status you have called "Moved to Lead Status X date" 2) Create a workflow for...Lire la suite
Hi, I would like to setup my Hubspot instance so that it syncs with contacts in SFDC (not leads). I am wondering what happens when a net new contact is created in Hubspot from a form submission and they enter abc@gmail.com as their email... Lire la suite
Contributeur de premier rang | Partenaire solutions Diamond
Mars 23, 2023 07:28
@SophiaMadden it will not automatically associate to an account because it's a freemail. 🙂
When faced with this issue, many companies crea...Lire la suite
Hi, I am looking to achieve 2 things within my Hubspot platform and Salesforce platform: (1) I would like to associate contacts to companies based on their domain (using their email address) ONLY IF the account exist in Salesforce. (2) If a Lire la suite
@SophiaMadden I've not seen the ability to interupt Hubspot's automatic building and association of a company record to a contact record. When a ne...Lire la suite
We are looking to create a ticketing system becasue we need a consistent and trackable method of submitting approving and prioritizing marketing requests so that they can be reviewed and approved effciently Has anyone done this and if so Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 20, 2023 22:54
Hi @ImKJ ,
This can be done with HubSpot but, as @Ben_M mentioned, it's not exactly what HubSpot is designed for. Still, it's possible to ma...Lire la suite
Hi, We are using Justcall for SMS as part of workflows right now but we're transitioning from the standard Deal object to a custom-object for these workflows. It doesn't look like Justcall supports Custom-object based workflows. Does anyone Lire la suite
Hey Mike, I do have Ops hub. I considered doing a webhook to hit Just Call's API via Zapier (which I confirmed works) but I can't send as the own...Lire la suite
Hello. We are using Marketing Hub - Professional. Some contact records have an email address, others do not. What do we use as a unique identifier for marketing contacts when there is no email address? Could we use the email address as the unique ID Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 20, 2023 12:52
Hi @JBurgoon ,
That depends a bit what you need the unique ID for. Generally, for the sake of consistency, it should be the same for all conta...Lire la suite
Hi Folks, I've been receiving Reconverted leads and need to keep track of them separately. How do I make a list of Reconverted Leads? Which Field/s will give me the accurate list? Thanks in advance
When a link is placed inside the strong tag, it indicates that the anchor text of the link is emphasized and considered to be more important than the...Lire la suite
Right now it’s WhatsApp marketing. People use WhatsApp more often than email and they’re more likely to open it, the only negative is that you ca...Lire la suite
Hi Team, Can someone help me. 1) CTA button link not working. it says Error 404. I'd tried to open in other browser sometimes it works. but still need to delete and clear capche and cookies. how would you tell that to your prospects and lead Lire la suite
Good Afternoon, I hope you can help. I am new to hubspot and am creating a website. I was hoping to add on a module that is similiar to the image slider option but instead will allow you to select a video instead. Does anyone know of something lik Lire la suite
Hi @ESherring what you're looking for is certainly possible, there isn't a HubSpot Common Module for this, so it would need to be included in the t...Lire la suite
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