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Solved
Edyta7510 on January 25, 2023
Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro read more
Accepted Solution
Hall of Famer | Partner
January 25, 2023 06:07
Hi @Edyta7510 , Theoretically, you could set up permissions in HubSpot in a way that these resellers only see what they need to update record ...read more
Solved
JStamm on November 04, 2022
We are receiving emails from our customers that come from a netsuite.com email address. The address looks something like transactions.xxxxxxx.xxxxx_msg_xxxxx.xxxxxxx.email.netsuite.com. Because of the netsuite.com domain, the "contact" is associ read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
November 07, 2022 11:44
@JStamm Echoing what @jolle said, I think your only solution here would be custom code via an Operations Hub workflow. You would need to extr...read more
Solved
PaulinaSinaga on June 16, 2022
Hello, Recently I reached out to HubSpot Customer Service asking, how I can create either a view or a list that would show me contacts with both primary and secondary company associated. It turned out there is no way to do it. However, I foun read more
3 upvotes
1 Reply
Accepted Solution
Community Manager
June 17, 2022 12:32
Thank you for sharing this workaround with us, @PaulinaSinaga !
Solved
drafeedie on June 08, 2022
Hello, We are in B2B sales and rely on the lifecycle stage for the company to identify our customers. However, we have not figured out how to manage former customers that have gone our of business or terminated the relationship with our compnay. read more
0 upvote
6 Replies
Accepted Solution
Thought Leader | Partner
June 09, 2022 11:22
@drafeedie I have run into this a few times and agree with Mike that there are many ways to handle this depending on your unique situation. Yo...read more
Solved
SClara on May 25, 2022
Hi, I recently started working with HubSpot and I had some questions regarding the lifecycle stage and the lead stage of a company. What will be the best way to work the lead part, given that within each company I have the associated contacts. And t read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
May 25, 2022 09:06
Hi @SClara , For the question of lead status for existing customers, I'd recommend this pretty recent thread . I'm not aware of any lea...read more
Solved
CFalstad on May 02, 2022
Hello All - I am having issues with the company logos generating. This is happening both when I am creating a new company or updating an existing one. I've tried with and without the https:// but nothing is working. This is all manual, not read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 02, 2022 21:34
Hi @CFalstad , I assume you are referring to record images ? HubSpot automatically uploads an image for companies using a proprietary ...read more
Solved
LVaccaro on December 31, 2021
Hi community! I was searching a lot about this but I still don't have it clear. As the title say: Until what moment should I use contacts and when should I create a company? I'll try to explain the lead journey we currently have/want to give con read more
1 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
January 01, 2022 01:34
Hello @LVaccaro , Happy New Year from here! You already have a great pipeline and I love how you've mapped out your workflows. It's really fant...read more
Solved
jscottCFM on August 24, 2021
We are new to HubSpot, so we're trying to set it up as best as possible to start with. We are a digital agency who works directly with our own clients but also with other agencies as a white-labeled partner for some of their clients. Is this a read more
Accepted Solution
Hall of Famer | Partner
August 24, 2021 20:58
Hi @jscottCFM , There are various ways to approach this. Parent or child companies would be one option, but they they have a few disadva...read more
ToniCH on August 24, 2021
Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is read more
Top Contributor | Diamond Partner
August 25, 2021 06:26
Hello @ToniCH ! My recommendation is to store that budget as a custom property if it is truly a simple input field. What hubs are you u...read more
ToniCH on August 09, 2021
Hello Community We are using HubSpot and a Project Management Tool called Moco. We create all invoices in Moco. Moco and HubSpot can be connected via Zapier. I guess, it is not a big deal to get the Data from a Invoice out of Moco. But, wher do read more
0 upvote
3 Replies
Participant
August 24, 2021 08:41
Hi Aakar Thank you for the Idea. We will check it out middle of October. Until then, i do not find the time to do that. But i will let you know!
Solved
Hannass on March 04, 2021
Hello there 🙂 I'm currently working with a company that would like to clean its CRM. Until now, each time they needed to add a question in a form, they created a new property. Lots of things to optimize: -> naming the properties in the right read more
Accepted Solution
Hall of Famer | Partner
March 04, 2021 05:15
Hi @Hannass , Great question! As a first step, I'd recommend to export all properties. It's much easier to obtain an overview in an Excel or G...read more
Solved
AmeliaE on January 19, 2021
Haven't found this question asked - What is the best practice used by others to mark accounts as competitors? I routinely get competitor contacts register for various content items and offers and basically - nah, I want those to go to prospecti read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
January 19, 2021 22:48
Hi @AmeliaE , With a written list of competitors, you can build an active list and filter contacts by competitor email domains: Email d...read more
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