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Solved
SHillebrand on February 14, 2025
Hi! I work for a company who sells memberships, and have 1-6 members per company subscribing, and besides these members they have all contacts rattached to each member company but not considered as members. How to make this differenciation in hubs read more
0 upvote
2 Replies
Accepted solution
Top Contributor
February 16, 2025 06:10
Hi Stephanie, You can create custom properties for the contact object to indicate membership status.. Also to help automating member additions bas...read more
Solved
CWorsley9 on February 14, 2025
Hi Why can accounts team not see replies from a rep who puts a 'note' on while out on the field from a F2F mtg? For instance account update 'notes' on a customer where they have ahd contact withthem regarding accounts payable and reps can see th read more
0 upvote
3 Replies
Accepted solution
Recognized Expert
February 14, 2025 08:14
Hi @CWorsley9 That most likely has something to do with their "Notes" permission settings. The "view" permission should be set to all. ...read more
Solved
ASobaci on December 10, 2024
Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more
Accepted solution
Hall of Famer | Partner
December 10, 2024 03:04
@ASobaci thank you for adding this context. When it comes to the source, I'd recommend working with a custom property that clearly labels con...read more
Solved
VinceRapp on November 26, 2024
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more
Accepted solution
Top Contributor | Platinum Partner
November 27, 2024 06:01
Hi @VinceRapp , What a great (and really unique) use-case for Notes, I love reading about these! Mirroring what Pam has said, a workflow...read more
Solved
KKJohnson on November 21, 2024
I'm working with an organization where this setting creates many duplicates. We are exploring turning this off, and I'm curious how others have handled this. Any tips on Workflows or Zaps that could assist with the workaround? Do those create read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 21, 2024 09:48
@KKJohnson if you want to design your own logic, the challenge is coming up with something that doesn't fall into the same trap. If there isn't any...read more
Solved
CelineC on November 20, 2024
Hello, I am trying to build a workflow that will update the Company Lead Status based on several conditions. One of these conditions is that the number of Closed Won deals associated with that Company is greater than or equal to 1. I cannot read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
November 20, 2024 07:29
@CelineC theoretically it should be a click into that dropdown, then typing the number, then clicking the "Constant: 1" option: (Ha...read more
Solved
JBigbee1 on November 14, 2024
Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more
Accepted solution
Participant
November 14, 2024 23:56
Thank you!!! Please check it out and tell your friends 😄
JBigbee1 on October 24, 2024
Hi there, HubSpot enthusiasts! I'm thrilled to introduce my latest project: ZipCode AutoFill ! What is ZipCode AutoFill , you might ask? Well, it's the newest innovation in HubSpot add-on technology, designed to make your life a wh read more
Contributor
January 11, 2025 07:03
This is amazing! thanks for sharing
Solved
SClara on October 22, 2024
Hi everyone, I know it’s an age-old question in the world of lead management, but I’d love to hear how you handle lifecycle stages between companies and contacts . In our case, we manage deals with an account-based approach (focused on compa read more
Accepted solution
Hall of Famer | Partner
October 22, 2024 10:36
Hi @SClara , When I set up HubSpot portals and lifecycle stage automation, in almost all cases, this is what makes sense: Lifecycle stage ...read more
Solved
YuliaD on July 14, 2024
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w read more
Accepted solution
Hall of Famer | Partner
July 15, 2024 05:00
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing ass...read more
Solved
alexagatiss on June 20, 2024
Can I import a list of contacts and also bring in some information to their associated company as well, all on the same line in Excel and on the same Excel sheet? Any tips or things to look out for with this?
0 upvote
1 Reply
Accepted solution
June 20, 2024 12:39
Hey @alexagatiss You can import and associate multiple objects or activities in one or two files. To associate records, include them in the sa...read more
Solved
06401 on May 17, 2024
Hello, We've recently shifted our focus from contacts to companies. Especially ACM is really powerful tool in HubSpot but we also wanna see the Company Lifecycle Funnel. I see a beta version of Company funnel in Journey report is available but whe read more
0 upvote
2 Replies
Accepted solution
Community Manager
May 20, 2024 03:00
Hi @06401 , Great question, that's exactly why the Community is here for! For information, I'd like to share these resources that might be of in...read more
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