La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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Thank you to all who have added examples in the thread last week! 🙏
We've selected a couple and featured them in a separate post here to...Lire la suite
HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier!
Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly Lire la suite
Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc Lire la suite
Hey @TV5
when you are working with BU
each BU get to have their own integrations.
You can connect different Xero accounts independently.
I...Lire la suite
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re Lire la suite
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...Lire la suite
Sales team has activities with different deal pipelines: 1. New lead closure 2. Cross-selling - different info captured vs. new lead closure deals 3. Up-selling 4. Inactive client re-activation - automated workflows used vs. above categories Lire la suite
@Pranit - When I read your stages, I am hearing a cross of lifecycle stages (Lead/Contact/MQL/SQL) with what I would consider to be a traditional p...Lire la suite
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 Lire la suite
Hello community! I have a situation. Lets say I merge two contacts for the same person because they had different email addresses. For one of the email addresses though, the person had unsubscribed to all email communication. How would the merg Lire la suite
I was wondering if there is a way to comprehensively download all my data stored on HubSpot, including one to one emails from clients, deals and other important data. Love HubSpot, but if it goes down due to maintenance, ect, I need a back Lire la suite
I have asked HS to add this to their to do list, but wanted to see if anyone has any work arounds. We want to use Industry Drop Down List and then once a Key Industry is ticked a secondary industry drop down box appears with the secondary / sub cat Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 07, 2023 12:25
Hi @NMiller4 ,
You're correct, it's currently not possible to make this a required input. Other users have requested this before: https://com...Lire la suite
💡 Looking for guidance regarding a form we aim to implement in HubSpot, to replace a 3rd party data collection tool we are using to map customer and user details. Background : we are a B2B SaaS company, and in our onboarding process (docum Lire la suite
Contributeur de premier rang | Partenaire solutions Gold
Novembre 08, 2022 16:02
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...Lire la suite
I have migrated Salesforce's records (Leads, Contacts, Opportunities, Tasks, Accounts) from Salesforce to HubSpot, but activities are not synced. How can I sync activities from Salesforce to HubSpot ?
Hey AngadM ! There's a resource link here that goes over how to connect Salesforce activities to HubSpot tasks: https://knowledge.hubspot.com...Lire la suite
Hello, I just recieved an email regarding that some of our contacts had been exported. However, I have no idea who did it. Is there a way to look that up?
Hi. Yes you can view it Go to settings from your Super Admin profile, on the left hand side bar, you find Import and Export listed below Objects u...Lire la suite
Hi everyone, We are currently reaching the final steps of our Hubspot implementation and we are looking to test the system before going live. I was wondering if there is something existing that can help us to conduct a testing scenario? Like Lire la suite
Au panthéon de la communauté | Partenaire solutions
Novembre 10, 2021 01:10
Hi @B1 ,
Your best option here would be a HubSpot sandbox account , available in the Enterprise subscriptions. Super admins can create san...Lire la suite
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