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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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Hi @WSlater7 ,
You can access this information by following these steps: https://knowledge.hubspot.com/crm-setup/view-property-history#view-h...Leia mais
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
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