Tips, Tricks & Best Practices

Filtrar por
  • Todos os rótulos
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
Estado
Todos
  • Todos
  • Solucionado
  • Unsolved
  • Sem respostas ainda
MiaSrebrnjak on Janeiro 31, 2024
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. Leia mais
Membro
Março 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...Leia mais
MiaSrebrnjak on Janeiro 31, 2024
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. Leia mais
Membro
Março 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...Leia mais
CCamargo824 on Dezembro 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The Leia mais
0 avaliações positivas
5 Respostas
Participante
Dezembro 07, 2023 13:07
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...Leia mais
Solucionado
BWitcher on Novembro 14, 2023
I recently impoprted a large list from Excel that had multiple contacts from the same company. Naturally it created a bunch of duplicates for the company, and I'm aware that it happened because the record didn't already exisit in my system. I w Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Novembro 15, 2023 00:14
Hi @BWitcher , Duplicates are a result of missing identifiers. For contacts, it would be a missing Email address, for companies, it would be...Leia mais
Solucionado
DChimenti on Novembro 06, 2023
I am trying to do some mitigation on marketing to our current customer. I started a sequence and selected the prospects from the contact level view, filtering buy 'contact owner', 'lead status', and 'lifecycle stage' at the contact level. Some of Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Novembro 07, 2023 00:15
Hi @DChimenti , In contact-based lists (Menu > Contacts > Lists), you can filter for both contact and company properties. If you remembe...Leia mais
Solucionado
TChappell5 on Outubro 12, 2023
Is there a way to globally change the view of the main tab/view on the Companies and Contacts pages? I know you can create custom views, but want to customize the main tab that people see first and adjust columns, etc.. It seems to only save per us Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Outubro 12, 2023 12:38
Hi @TChappell5 , You're correct, this is currently not possible. It would however be useful and you could request it from the product team by ...Leia mais
Solucionado
TChappell5 on Outubro 11, 2023
I would like to know how I can have some properties that we have in a Company record also show up under any Contact records within that Company? I'm fairly new to HubSpot and see that this could potentially get accomplished with a workflow, but we Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Outubro 11, 2023 13:53
Hi @TChappell5 , You're correct, this requires a workflow. You need a property each on both objects. You then need to decide which objec...Leia mais
Solucionado
Nikkk on Setembro 17, 2023
Hello all! Currently I am looking for a way how to add association label automatically through workflow. Idea: When we add company to the deal we can add association label which gives us drop-down list with types of the company. This type is store Leia mais
2 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Setembro 17, 2023 12:43
Hi @Nikkk , You're correct, this is not yet possible out of the box. It currently requires an Operations Hub Professional subscription and a d...Leia mais
Solucionado
Caito124 on Setembro 11, 2023
Hi there, Has anyone encountered an issue with de-duplicating Accounts in Salesforce because contacts are related to more than one account? We believe this issue stems from HubSpot allowing contacts to be associated with a primary company and ha Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Top colaborador(a) | Parceiro Diamante
Setembro 15, 2023 13:51
Hey @Caito124 here's how we've solved this .
Solucionado
nicolelong on Julho 20, 2023
We are a startup hub, so ultimately there is a lot of turnover in the companies that are in Hubspot - for example, if a startup fails or the founders decide to discontinue the business. We don't necessarily want to lose record of the company, i Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Orientador(a) | Parceiro Platinum
Julho 20, 2023 06:11
@nicolelong hi 👋 In the startup business landscape, it's completely normal for some startups to fail and disappear. I imagine y...Leia mais
Solucionado
CVedock on Junho 29, 2023
Inline editing is beautiful in Salesforce, but seems to be impossible in HubSpot. Does anyone use a workaround for inline editing of company and deal records? I see apps for purchase, but I don't have a budget to spend on it. The use case is recurri Leia mais
Accepted Solution
Membro do Hall da Fama | Parceiro
Junho 30, 2023 00:32
Hi @CVedock , Inline editing is possible on all of the record index pages ( Menu > Sales > Deals , Menu > Contacts > Comp...Leia mais
Solucionado
WSlater7 on Maio 18, 2023
Hello, Is there any way in which i can see when a Company owner was changed - so i need to see the date it was changed and the person it was changed from and to Thanks Wendy
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 18, 2023 08:44
Hi @WSlater7 , You can access this information by following these steps: https://knowledge.hubspot.com/crm-setup/view-property-history#view-h...Leia mais
Solucionado
vincentemartine on Maio 02, 2023
I'm not finding a place to input Company postal zip codes. When I view all properties, it's there. However, I haven't found a way for it to appear in the Create Contact page, and it doesn't show up on the Company contact page. None of the Help t Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 02, 2023 23:55
Hi @vincentemartine , The contact create form is for company properties only. While you can add the contact's postal code to the contact creat...Leia mais
cancelar
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.