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gowners on May 25, 2022
gsp owners
All Things German Shorthaired Pointer ! Be a knowledgeable dog owner.
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0 upvote
0 Reply
آMahdavi on May 24, 2022
In need of full Version of your product
I am Hasan Mahadavi, the Director of Operations of Nakhll company and I am writing to provide one of your products, the Professional Bandle, for our company. Nakhll is a startup company which strives to support small and home businesses and has als read more
Reply Professional
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
May 25, 2022 01:31
Hi @آMahdavi , Thank you for reaching out to the Community! We're glad that you've found value in our product - I'd recommend reaching out t...read more
kvonloesecke on May 24, 2022
Getting Started with Playbooks - Sales Hub ‌📚‌
Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou read more
Reply best practices Enterprise Getting Started Playbooks Professional Sales
5 upvotes
1 Reply
kvonloesecke
Community Manager
May 24, 2022 08:59
Let's get this conversation about playbook use cases started! Hi @danmoyle , @Jnix284 , @johnelmer , @Ben_M , @GeorgeBThomas , @Josh , @...read more
JRobertshaw on May 23, 2022
Pass Leads from One HubSpot Account to Another
Hi, We have a client that uses an external Sales company that gets leads for a number of organisations. When a new lead comes in they direct them to a HubSpot form and then forward our client the notification that comes into their inbox. Our cli read more
Reply Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 23, 2022 21:51
Hi @JRobertshaw , There are a few ways to approach this. By default, HubSpot does not have a feature to link two portals or keep them in sync....read more
donrua on May 23, 2022
How can I set up default tasks or sub-stages within each pipeline stage?
I believe Salesforce has a concept of sub-stages, within a stage. So I might have MQL, then 4 things that need to be verified or done before the MQL is moved to SQL. How is that handled in Hubspot?
Reply CRM
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 23, 2022 21:35
Hi @donrua , HubSpot does not have an equivalent to this concept. For deals , it's possible to customize the deal properties presented to us...read more
ysherriff on May 23, 2022
Mapping contact property to deal object
Hi, How do i associate a contact property with deal object. I want to be able to view this property in Deals objects. I want to be able to select this contact property in the edit column in Deals and report on this property within Deals objects. read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 23, 2022 11:59
Hi @ysherriff , This is currently not possible. The most used workaround requires a Professional subscription. You would create the same prope...read more
dmattauch on May 23, 2022
use today's date in calculated property
Hi, I want to create a calculated property "time in between" one date and today,'s date. I can't select today's date as end date. Is there a way to do so? Thanks David
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 23, 2022 05:44
Hi @dmattauch , This does currently not exist, you would have to create your own today's date property. This thread outlines different approac...read more
SebastienGaland on May 23, 2022
What is the Added Value of Using the Default Industry Contact Property?
I'm not sure what the added value of using contact industry would be, except that you then avoid your sales team to go wild on new industry denominations.
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0 upvote
2 Replies
Josh
Recognized Expert | Platinum Partner
May 24, 2022 06:42
Hi @SebastienGaland , I believe the only time I might do this in which the contact industry doesn't match the company industry would be if the...read more
RAP_ELISA on May 22, 2022
2 x meeting logging
Looking for help 🙂 All our Calendly meetings are logged twice because the events are in outlook too. 1 directly from Calendly and 1 through sync with Outlook How to avoid it? Extra details and background: I need the answers fr read more
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0 upvote
2 Replies
MiaSrebrnjak
Community Manager
May 23, 2022 07:58
Hi @RAP_ELISA , Thank you for reaching out to the Community! May I ask why you don't wish to see this type of activity logged twice in your ...read more
PAtlan on May 22, 2022
Trying to create a deal from a form submission
I'm trying to create a deal from a Form that is submitted by a potential client. I've looked at the ideas in ( A Form that Creates a Deal ), unfortunately none of the Form fields are available as properties in my workflow, so I can't copy them ove read more
Reply Professional
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
May 22, 2022 08:05
Hi @PAtlan , You would have to use a ticket-based workflow then to create a deal from a ticket – however I would not recommend that. I'd simpl...read more
Solved
DrewSchmidt7 on May 18, 2022
Deal's Associated Contact Activity
We imported 400 deals into a pipeline, we then went into each deal and associated a contact with that deal. How do we get all the contact's activity to show in the deal? Deal Name: John Headlee Associated Contact: John Headlee I want John's CO read more
Reply Professional
0 upvote
2 Replies
Accepted Solution
Olivia_Bagnall
Guide | Platinum Partner
May 18, 2022 13:13
Hi @DrewSchmidt7 I am afraid that it is not possible to retroactively (and in bulk) sync a contacts activity to a new deal that is created via impo...read more
Solved
dmattauch on May 18, 2022
Use custom link in CTA
hi, I have a link property that is different for every contact(they have their own link) I want to send this link in an email. When inserting a link in hubspot, i have no way of choosing a contact property the only way i found read more
Reply CRM Professional
0 upvote
9 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 18, 2022 05:26
Hi @dmattauch , You should be able to use the personalisation token syntax here which goes as follows: {{ contact.internalpropertyname }...read more
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