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MiaSrebrnjak on January 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. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
jforte on April 23, 2024
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
Top Contributor
April 24, 2024 05:34
I asked for Kudos and you showed how to do it @PamCotton ahaha thanks for the kind words ❤️
EHollingworth on April 22, 2024
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
0 upvote
1 Reply
Hall of Famer | Partner
April 22, 2024 23:54
Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...read more
Solved
zachtaylor on April 09, 2024
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
Accepted Solution
Thought Leader | Platinum Partner
April 10, 2024 08:27
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
Solved
DJohnson4 on March 28, 2024
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
Accepted Solution
Hall of Famer | Partner
March 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
Solved
REubank on March 12, 2024
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
0 upvote
3 Replies
Accepted Solution
Top Contributor
March 12, 2024 17:13
Hi @REubank , @karstenkoehler is spot on, but it looks like you can create a form with just a phone number by doing this: Then, you c...read more
jmetal on February 29, 2024
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
0 upvote
2 Replies
Participant
March 04, 2024 16:56
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
Solved
TRossi on February 22, 2024
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?
1 upvote
3 Replies
Accepted Solution
Participant
February 27, 2024 13:05
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
MiaSrebrnjak on January 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. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
JMariano on January 25, 2024
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
0 upvote
2 Replies
Member
January 25, 2024 11:58
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
Solved
WRowland9 on January 13, 2024
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
Accepted Solution
Most Valuable Member | Elite Partner
January 16, 2024 16:31
@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
Solved
asgoldberg1 on January 04, 2024
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
0 upvote
1 Reply
Accepted Solution
Participant
January 05, 2024 01:36
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
Solved
RShriver on December 18, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 19, 2023 00:33
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
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