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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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 Leia mais
Hi @RCasey90 ,
Not directly – however, if you have custom objects in your portal you have an Enterprise subscription which allows for a neat w...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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 ...Leia mais
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 Leia mais
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 ...Leia mais
💡 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 Leia mais
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...Leia mais
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 Leia mais
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 Leia mais
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.
...Leia mais
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. Leia mais
@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...Leia mais
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 Leia mais
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...Leia mais
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, Leia mais
Hi @SB12 ,
Since the projects move through multiple stages, you could either consider using the deal object to store this project information ...Leia mais
Hi, I have a custom object where i have a lot of duplicates. Is there a way to automatically identify and deduplicate them? like we have in contacts/companies? Thanks David