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MiaSrebrnjak 1月 31日, 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. 続きを読む
コミュニティーマネージャー
2月 13日, 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...続きを読む
jforte 4月 23日, 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 続きを読む
解決済み
RCasey90 11月 15日, 2023
We are using custom objects to represent Planets in our solar system. We do not want our sales people to create new Planets- all the planets already exist in our CRM. Can I limit the creation of new planets (custom objexct records) to only the 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
11月 15日, 2023 10:34
Hi @RCasey90 , Not directly – however, if you have custom objects in your portal you have an Enterprise subscription which allows for a neat w...続きを読む
解決済み
KMace3 11月 02日, 2023
What are your best practicing for seeing your email responses in HubSpot? We create records (tickets) in a custom object to fulfill our service department's orders. The service department communicates with the customer and needs a way to see wh 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
11月 02日, 2023 14:53
Hi @KMace3 , Have you set up your custom object like the native ticket object? If so, I'd approach this by filtering for the status the ticket...続きを読む
解決済み
kevinphelps 9月 28日, 2023
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con 続きを読む
0 いいね!
1 コメント
Accepted Solution
コミュニティーマネージャー
9月 28日, 2023 16:55
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our Marketp...続きを読む
Susanne12 7月 27日, 2023
Hi, I wonder if it is possible, when linking two custom objects (we made linking one custom object a requirement for creating another type of custom object), that there is some kind of verification that a certain date property of both objects match 続きを読む
0 いいね!
3 コメント
投稿者
7月 28日, 2023 03:14
Hi @deepikaverma thanks for your reply. We want to do the following: custom object type 1 already exists and has the properties "start date" and ...続きを読む
StephanieYoung 2月 08日, 2023
We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child). I'm looking for best practices around tracking job hist 続きを読む
参加者
2月 09日, 2023 09:30
Unfortunately, I have pinned notes on many of my contacts, already - usually when there's a specific reason we are or are not pursuing someone. And ...続きを読む
解決済み
CGoodwinOlsen 11月 04日, 2022
💡 Looking for guidance regarding a form we aim to implement in HubSpot, to replace a 3rd party data collection tool we are using to map customer and user details. Background : we are a B2B SaaS company, and in our onboarding process (docum 続きを読む
Accepted Solution
トップ投稿者 | Gold Partner
11月 08日, 2022 16:02
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...続きを読む
dmattauch 7月 18日, 2022
Hi, I created a custom object that is associated to deals, contacts and companies. However, the email/call communication from those objects doesn't show on my custom object. I'm unsure how to investigate the problem/fix it. T 続きを読む
1 いいね!
1 コメント
コミュニティーマネージャー
7月 19日, 2022 05:29
Hi @dmattauch Thank you for reaching out. From what I can see here , it seems it should be possible with deals and tickets. However,...続きを読む
解決済み
CNina-Soto 6月 18日, 2022
For all the real estate peeps in the room... How are you tracking subject properties??? I'm trying to figure out a way to track the properties owned by any particular contact. The goal is to be able to search for anyone who currently owns a single 続きを読む
2 いいね!
5 コメント
Accepted Solution
ソートリーダー | Platinum Partner
11月 29日, 2023 09:53
Hi @CNina-Soto hope you are doing great. So the best way to record all of this information is with a Custom Object, lets called it Properties. ...続きを読む
解決済み
drafeedie 6月 08日, 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. 続きを読む
0 いいね!
6 コメント
Accepted Solution
最優秀メンバー | Elite Partner
6月 09日, 2022 14:22
@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...続きを読む
解決済み
dmattauch 4月 27日, 2022
Hi, I have a custom object named shops. By default the shop has contacts associated to them. And the contacts have deals. Is there a way to automatically associate the deals to the shops? I tried on zapier, but it doesn't suppo 続きを読む
1 いいね!
3 コメント
Accepted Solution
投稿者
4月 28日, 2022 13:19
Hey @dmattauch - nice to meet you! I find it best to manually associate companies to deals. While this may take an extra minute or so to do, it wil...続きを読む
解決済み
SB12 3月 25日, 2022
We manage our client's information from our small architectural office with a system we built years ago. This system connects to the City's public database to keep our project's information updated. Let's say, if a project gets approved by the City, 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 26日, 2022 02:30
Hi @SB12 , Since the projects move through multiple stages, you could either consider using the deal object to store this project information ...続きを読む
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