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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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 read more
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b read more
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more
Could be that the contact filled the form in the same device (Pc or mobile)
OR in the same tracked site (landing, website page)
Here is an artic...read more
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse read more
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
Hello, I'm currently trying to set up a HubSpot Sales portal where the field representatives will only be capturing the phone number of a customer. We don't want to capture any first/last name or e-mail of the person, only the phone number in or read more
Hey everyone, Probably a simple questions but looking for anyone else that might be in a similar space. I work primarily in the franchise space and the email formats are usually the same franchise-wide around every organization with the root dom read more
Hey @jmetal , What Jonas said above are some solid suggestions. I had a couple of questions: Are you using child-parent associations for the...read more
So I have signed on for SalesHub for 2 seats and to manage my duplicate contacts, I need to purchase an Operatiions Hub? Why can't the Contacts in Sales Hub just manage themselves?
Hey, thank you for recommending Insycle @karstenkoehler . I work for Insycle as a product marketer and just wanted to pop in here to provide a littl...read more
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.
read more
We're a b2b org. We have an ongoing concern regarding creation of contacts. When the contact is auto created, the system auto creates a deal but merges this with the company name. Could I create an automation/workflow where the deal name matches the read more
Thanks for the immediate response. I filled out a test form on our website and the first name is Joanna Test, Last Name Mariano and highlighted TEST...read more
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...read more
Hi, I'm importing contacts from LeadIQ to HubSpot. Most are new, but some already exist as contacts. For all the new contacts, I wind up as the owner. For the existing, however, Hubspot doesn't seem to be overwriting the current owner with me. I read more
Hi @asgoldberg1 As you already have checked the box on LeadIQ that says to overwriteReview any automation or workflow rules that may be affectin...read more
Is there a way to automatically change the contact owner if a salesperson is slow to reach out to their lead? We want the sales team members who are the most reliable at contacting their leads to get the majority of the contacts. If possible we wo read more
Hi @RShriver ,
This would require a Marketing, Sales or Service Hub Professional subscription. With it, you could design a workflow like the o...read more