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Ishan9 on June 26, 2024
Hi @All I've created a workflow where I have assigned zip codes ranging from 1 to 40,000. I want to notify 70 sales reps by sending them internal notifications based on the submitted form and the selected zip code corresponding to each sales rep. read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
June 26, 2024 02:02
Hi @Ishan9 , How exactly are you testing this? Have you been using the same email address for testing? If you're testing within the 5 more
HTPE5 on June 18, 2024
Hello all, I will keep this short. I am importing a contact list from excel with categories like "name" "email" "areas of interest" and im having trouble with what Hubspot calls ENUMERATION. The areas of interest section has many people with similar read more
0 upvote
1 Reply
Accepted solution
Top Contributor
June 18, 2024 14:40
Hi @HTPE5 , Check out this section of the knowledge base article for how to handle enumeration properties. Multiple values need to more
Titanium on May 16, 2024
We need to create a way for staff to report an accident or an incident onsite at our facility. What is the best way for a staff memeber to quickly enter information and to capture that information so that it's easy to read, follow up on, and indicat read more
Accepted solution
Hall of Famer | Partner
May 16, 2024 23:53
@Titanium exactly! That sounds like a great process.
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 more
ALieber on February 22, 2024
Good Afternoon, I need to create a form for my sales reps, of pertinent info needed to enter a new company/contact, or I am going to be buried with post-it's & business cards! lol Does anyone already have a template they'd like to share? Or, read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
February 22, 2024 14:36
Hey @ALieber I have 2 good solutions for you 1) Get them the mobile app: They 'll be able to scan business cards and sync automatically the more
NJ_001 on January 28, 2024
Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to Buy, Closed & Won, Closed & Lost. My objective is to automate the movement of deals through these read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
January 29, 2024 07:27
@NJ_001 typically this has to be updated manually, unfortunately. Glad I could be of help! 🙂
MHorist on January 17, 2024
When we send a Form Link to a customer, and the customer completes and submits that form, is there a way to have that form attach to the company record as an attachment?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 17, 2024 11:41
Hi @MHorist , If you're looking for an attachment specifically, then no, this is not possible, unfortunately l, it would require custom more
rschlosser on January 15, 2024
Hey everyone! I am new to this community, so please let me know if there is a better channel to ask this question. I am wondering if anyone knows how to create a custom quote within HubSpot? Thank you
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
January 15, 2024 11:20
Hi @rschlosser , Correct, as mentioned at the beginning of the article: In Sales Hub Professional and Enterprise accounts, more
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
Hall of Famer | 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 more
KPoirier on November 06, 2023
HubSpot Forms are a valuable tool to collect new leads and grow your business. There are many ways to analyze form submission data to evaluate the performance of your lead capture. That said, some users seek more advanced date-based reporting read more
5 Replies
HubSpot Employee
February 26, 2024 20:44
Hey @HuyDTran -- thanks for your support! From what I understand, the current workaround to capture the dates for multiple forms would more
pmartani on October 16, 2023
Hello, i been creating a form and i d like to manage the consent of the datas. I saw is possible to add a mandatory field to accept the policy, i can't manage to add more fields. I see the option for add another checkbox but i cant click the lin read more
0 upvote
3 Replies
Hall of Famer | Partner
October 16, 2023 03:58
Hi @pmartani , Can you please click the link and share a screenshot of what you see after clicking, even if it feels like nothing has more
JDid on October 10, 2023
We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more
0 upvote
3 Replies
October 12, 2023 10:43
Is there a good way to cross check each system to see where there are inaccuracies?
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