Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info read more
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa read more
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more
Hi @kevinphelps ,
Great news! I came across a similar question from another user, and it seems that there is an app available in our Marketp...read more
Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi read more
Hi @LHysell ,
It's unfortunately all manual, as you described. Create separate record manually, copy paste property values manually, where pos...read more
Hi @JCaliguire ,
Yes, this can be done by bulk assigning ownership as explained here: https://knowledge.hubspot.com/crm-setup/how-to-set-an-o...read more
Hey all, I created a report that shows the cumulative number of deals in a certain stage analyzed over time. x-axis: became "stage" date y-axis: count of deals The problem is that the report also includes deals after they already ch read more
Hello, I'd like to find a way to be able to edit line items associated with deals "in bulk" just like we can edit deal properties in bulk from the deal view. anything that can prevent from entering every deal and then entering every single line it read more
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing read more
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
So my assistant reaches out via cold emai, warm email, phone, and linkedin. When she gets a "yes I'm interested", she books the zoom meeting for me. But in Hubspot right now, when she books me for a meeting using the Hubspot calender, it lists her a read more